逗号简历

Used sophisticated analytical techniques to develop customer risk strategies & segmentation schemes, profiles, and other analytically based tools for driving new customer acquisition, existing customer management, and customer collections & recovery management.

Communicate policy changes and test recommendations, program approvals, MIS, and performance trends with key stakeholders, senior management, and external regulators.

Understood the impacts of policy changes to operations and closely operate with partners to mitigate the impact. Design modules for advanced score development and analytical tools.

Participated in the implementation of financial models in live operating environments within the organization.

Trained line and operating personnel in experimental design principles, data management, financial tracking practices, and model usage and problem detection.

Processed line renewals and maturing loans, modifications, extensions, releases, and assignments. Also managed annual review of relationships according to bank policies and procedures.

Collected client and project financial and other information including, as appropriate, borrowing base, covenant tracking, preparation of timely appraisal requests, completes environmental transaction assessments and monitoring any other items as necessary.

Performed construction loan administration and reviews, monitors borrowing base information including accounts receivable and inventory, and monitors all collateral performance as appropriate to continuously assess customer and loan status.

Analyzed customer data for signs of credit risk issues. Concluded creditworthiness through analysis of borrowers' risk profile.

Managed and gave oversight of customer relationships to retain and grow portfolios within prescribed portfolio limits. Included involvement in customer meetings, customer account maintenance, and helping to identify and sales opportunities within the portfolio.

Implement Investment Manager models based on clients' guidelines and program specifications such as asset allocation specifications.

Interacted as a liaison between Investment Managers, financial and Graystone advisors and clients.

Provided portfolio and individual account analysis, portfolio construction, implementation and daily management.

Managed and coordinate trade implementation and interact with the trading team, as well as 3rd party vendor Fi-Tek.

Participated in developing solutions and enhancements that drive business efficiencies and propel growth.