Work Experience
Coastal Community Bank - Credit Portfolio Analyst II
Everett, WA | Feb 2023 - Present
- Led initiatives in financial data reporting and risk monitoring for the MIS and reporting team.
- Delivered data insights for a $2B loan portfolio, producing monthly board-level reports and stress testing scenarios to guide strategic decisions.
- Used SQL and Python to create a Markov Analysis Model that would use fintech partner's data to predict the probability of next month's charge off amount. Resulted in a margin of error of 2%.
- Supported ad-hoc executive requests, transforming complex financial datasets into clear insights using SQL, Python, and Excel in a timely manner.
- Collaborated with Finance, Accounting, Product, Engineering, and Compliance teams to create portfolio analytics reports that met regulatory requirements.
- Mentored three analysts on data analysis and reporting tools.
Coastal Community Bank - Credit Analyst / Portfolio Data Analyst
Everett, WA | Dec 2020 - Feb 2023
- Produced monthly and quarterly financial reports for senior management and the board of directors.
- Automated data cleaning process for large fintech partner's datasets using Python, reducing processing time and allowing for reporting capabilities for our executive team. Designed and implemented custom metrics to fill gaps in partner data.
- Led the portfolio reporting transition from Excel to Power BI.
- Automated Excel board reports using VBA, decreasing reporting time by 94%.
- Managed the bank's Monitored Lines of Credit review processes, overseeing monthly collateral reviews and coordinating efforts among relationship managers, credit administration, and loan servicing.
Amazon - Part-time Sortation Associate
Everett, WA | Aug 2017 - Apr 2019
- Solved package and delivery issues in a timely manner to help contribute to the warehouse's goal of a 99.5% daily package delivery rate.
- Led multiple groups across warehouse processes simultaneously, including route creation, dispatching drivers, and coordinating returns for semi-truck drivers.
- Provided safety and skills training for new hires and current employees.
- Adapted to continuous changes in warehouse processes designed to improve key metrics.
Education
Eastern University
M.S. in Data Science, Aug 2022 - Aug 2024
Coursework: Python, SQL, R, Data Manipulation, Machine Learning
University of Washington
B.A. in Business Administration (Finance), Aug 2018 - Jun 2020