Information Systems Strategy and Management
Work Experience
June 2022 -Present
U.S. Bank
Portfolio Monitoring Analyst
•Responsible for preparing and reviewing loan documents and ensuring the accurate set up of new loans on our servicing system, along with ongoing maintenance activities associated with large balance transactions
• Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers
• Completes accurate and consistent financial statements spreads, quarterly trend analyses, covenant tests, and collateral reviews in accordance with bank spreading standards and wholesale credit policies
• Supports the Wholesale Banking Lenders in financial monitoring and loan implementation
September 2021 - May 2022
Sunrise Banks
Teller
• Conduct each client’s transaction efficiently, accurately, and effectively
• Issue traveler’s checks, cashier’s checks, money orders, and other financial options
• Create sales referrals and promote bank services and products
June 2021 - August 2021
Hormel Foods
Marketing Intern
• Analyzed competitive pricing strategies and recommended product pricing
• Developed plans to increase brand penetration, pricing strategies and advertising projects
• Presented projects to senior management, including VPs of sales and marketing and brand managers
• Worked with a large set of data in MS Excel by using VLOOKUP to find an appropriate information
• Identified and researched the main competitors’ top selling products for each brand manager
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