• Underwrite credit packages, including requests for new term loans, increased lines of credit, new bank cards, and bank mandated annual reviews• Applied principles of cash flow analysis to assess each company’s ability to continue servicing its bank debt and to withstand potential material market events (e.g. large interest rate increases, government shutdowns)• Forecasted future cash flows for 7+ years using large, Excel-based financial models which included correcting model errors that did not align with cash flow analysis principles and adding functionality to account for other deal-specific factors• Oversaw the tracking of reporting requirements and compliance with financial covenants for 20+ Truist clients

• Supported federal government financial software for the agency I was assigned to; managed end-to-end execution of projects spanning Treasury Reporting, Tax GL postings, and Vendor Identification Management and worked with users to address issues arising as a result of problems in the database or underlying code• Produced complex SQL scripts, impacting thousands of database records, that queried and performed update tasks to correct discrepancies caused by system defects• Conducted root cause analysis in the software’s SQL database to identify the cause of a widespread Treasury reporting issue; presented the results to Business Unit Chiefs using dynamic Excel spreadsheets that incorporated Pivot Tables and complex formulas, which drove decision-making around issue resolution and future risk prevention• Spearheaded transition to Unique Entity Identifier in the software for all vendors utilized by the procurement department to avoid related disruptions in the federal acquisitions process• Led Operations and Maintenance help desk, overseeing 5 full-time team members to solve 200+ open tickets a month, enabling users to fulfill mission critical responsibilities• Addressed and resolved high urgency tickets escalated by individuals at the Business Unit Chief level or higher, engaging in frequent communication with the heads of the General Ledger, Budget, and Procurement units• Served as the main POC for the General Ledger unit, helping to maintain the general ledger posting model in the financial software to ensure compliance with U.S. Treasury mandated reporting

• Populated financial spreadsheets by conducting due diligence of individual and business tax returns, personal financial statements, and debt schedules to assist credit department with making decisions on business loan requests and annual review documentation• Calculated the debt to income ratio for consumer loans purchased by the bank to ensure they were in compliance with bank credit policy• Completed the educational course “Understanding Business Cash Flows” offered by Omega

• Researched proposed regulations associated with the Tax Cuts and Jobs Act and drafted memos informing NFIB’s management of how the regulations could impact small business members• Prepared memos for NFIB lobbyists detailing pertinent discussions held during meetings of the House Ways and Means Committee and the House Committee on Small Business in order to keep them abreast of the current direction of policy discussions

• Digitized over 90% of the bank’s loan collateral data to reduce the amount of time and effort it took lenders and credit analysts to find pertinent information such as property value, UCC number, and lien position• Aided in preparing the bank for an upcoming core operating system conversion and implementation of Current Expected Credit Loss (CECL)