Scott Boardman Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

As part of a team with an enhanced focus on commercial deposits and liquidity solutions, we optimize funding sources for cost-effectiveness. We carefully balance value propositions to enhance the customer experience. Utilizing data-driven insights, we continuously evolve our strategy, effectively manage the portfolio, and improve overall customer.

Charlotte, North Carolina, United States

• Analysis and management of liquidity risk for deposits as a source of funding
• Conduct stress tests on the Company’s deposits, maintain and execute governance and oversight of models, with a primary focus on deposit logic and assumptions in controlled processes.
• Responsible for modeling support and fulfilling daily reporting requirements related to various GSIB (Global Systemically Important Bank) regulatory mandates. These include compliance with regulations such as 2052A.

North Carolina, United States

• Managed the deposit sweep products (Stagecoach Sweep) of 121B, including on-balance sheet and off-balance sheet investments
• Served as a deposit data Subject Matter Expert within GTM, providing guidance, code and insights to Commercial Banking and Corporate & Investment Banking Analytics teams, GTM Finance, and Lines of Business to drive.
• Designed and oversaw end-to-end reporting solutions, including centralizing core foundational data through ETL, server-based job scheduling, transformation, and generating Tableau and Excel reports.These solutions.
• Established and managed a Teradata production database focusing on centralizing deposit and rate data as a core foundational infrastructure.
• Streamlined the necessary regulatory compliance requirements for Qualified Financial Contracts (QFC) within GTM as it related to Resolution Stay Regulations.

Charlotte, North Carolina Area

Management of interest rates and earnings credit rates for Business products.

Charlotte, North Carolina Area

Assist with interest rate management

Assist the Corporate Controller in the month end accounting process. Prepare monthly, quarterly, and annual contribution to profit reports on all subsidiaries. Compile revenue variance analyses - Actual vs Plan vs Target vs Prior Year vs Forecast. Streamline broad array of procedures with advanced excel functions and VBA & SQL programming.

Provided daily advice to Secondary Marketing Managers on utilizing mortgage-backed bonds as the primary hedging vehicle to mitigate interest rate risk, allowing for best execution loan sales.