Banc of CaliforniaVenture Banking Operations Support & Data Analyst
Jan. 2022 - Jul. 2024Durham, North Carolina, United States(Formerly Pacific Western Bank) Developed and maintained, from the ground up, a comprehensive monthly dashboard in Excel using Power Query for integrating multiple data sources, automation, and data transformation as well as VBA to extract other relevant data, supporting the bank’s portfolio of venture capital clients by streamlining operations, ensuring compliance, and tracking departmental workload. This tool provided critical insights into account activity, risk mitigation, and the volume of work managed by the branch, enabling improved resource allocation and operational oversight by senior management. Designed an interactive Excel workbook that, by using VBA and Advanced Excel macros, significantly streamlined the operations process and interdepartmental communication by consolidating 12 disparate forms into a single, efficient tool. The workbook utilized user-driven data entry to guide users through a series of context-sensitive options, ensuring input accuracy, process efficiency, and error reduction, as well as automating the creation of appropriate documents, forms, and emails. Provided Operations and Treasury support across several different portfolios of
more than 1000 clients through direct client support as well as account servicing
and maintenance for client services representatives on behalf of clients, ensuring
compliance with banking and federal regulations. Performed account maintenance such as; new account openings, new entity
creation, signer updates, closures, address changes, and product type changes. Responsible for data entry and processing utilizing internal systems and ensuring
data accuracy between multiple systems including Salesforce. Developed comprehensive knowledge of Venture Capital industry and regulations
including formation documentation, structures, and entity types through routine
work in role as well as consistent coverage for Client Service Representatives who
work directly with portfolio.