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Work Background
TelliusAnalyst
Jun. 2023 - Sep. 2023• Designed and refined predictive models using machine learning algorithms to analyze complex data sets.
• Engaged directly with business stakeholders to understand business requirements, ensuring the developed analytics solutions were aligned with business objectives and provided actionable insights for decision-making.
• Analyzed disparate data sources to identify patterns and anomalies using SAS and SQL programming languages.
Financial Partners Credit UnionBusiness Analyst
Jul. 2022Costa Mesa, California, United States•
Collaborated with cross-functional teams to design and implement interactive dashboards in Tableau,
providing actionable insights for strategic decision-making.
•
Delivered key data insights to the board of directors, driving the credit union’s digital strategy and member
engagement initiatives.
•
Led the development of automated financial loss and risk tracking systems, improving accuracy and reducing
manual processes.
•
Analyzed complex datasets to identify trends and patterns in credit card usage, loans, and member
satisfaction, providing recommendations to senior leadership.
•
Utilized SQL and Tableau to build and optimize reports on financial and member data, improving business
intelligence capabilities.
•
Enhanced operational efficiency by integrating data sources across departments and systems, including
FINBOA, Risk, and Eservices, for real-time loss tracking and reporting.
•
Provided actionable insights on member behavior, helping to shape the credit union’s product offerings and
service improvements.
Financial Partners Credit UnionData Analyst
Mar. 2021 - Mar. 2022Costa Mesa, California, United States• Employ SQL Server Management Studio (SSMS) to manipulate and integrate unique data sets—such as merging Net Promoter Score (NPS) data with speech analytics—to discern patterns for enhancing sales and operational efficiencies within the contact center.
• Use data analysis techniques in SSMS to proactively mitigate member churn by harnessing insights derived from code manipulation and data warehousing methodologies.
• Conduct thorough evaluations of inbound and outbound member interactions, ensuring alignment with organizational standards and protocols.
• Analyze key metrics like NPS and Member Effort Score (MES) across various contact channels, identifying areas for coaching and process improvements.
• Recommend strategic enhancements to contact center systems, procedures, and training protocols to elevate member experiences.
• Collaborate closely with contact center leadership to deliver actionable data for coaching and performance optimization.
Financial Partners Credit UnionLead Digital Personal Banking Officer
Sep. 2016 - Mar. 2021
Kinecta Federal Credit UnionPersonal Financial Advisor
Jun. 2012 - Sep. 2016Woodland Hills, CAImplement our vision and mission daily when assisting members resulting in meeting and exceeding monthly goals for 36 consecutive months.
Facilitated PFA and MSA conference call.
Mentor and coach our MSR’s resulting in improved referrals. Educate members regarding their 401(K)’s and IRA’s.
Continuously develop outside business relationships ensuring our consumer loan pipeline is healthy.
Process auto loans seamlessly from start to finish. Implemented a process to ensure loan packets processed correctly. Increased branch depository and loan volume growth each month. Promoted from MSR to MSA to PFA within two years.
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