Emily Rivera
Greensboro,NC
Summary
Results-driven professional seeking position as Senior Data Analyst. Focused on performance and flexible with specific needs of different assignments. Collaborates professionally with individuals from broad array of backgrounds.
Overview
9
9
years of professional experience
Work History
Business Analyst
LoanWell
10.2022 - Current
- Lead development of SQL-based reporting solutions, collaborating with stakeholders to design and implement custom report templates, enhancing client satisfaction with clear, data-driven reports.
- Onboard clients to Metabase, creating custom questions and dashboards, and provided training, empowering them for independent data analysis.
- Contribute to successful migration of active and historical loan portfolios to LoanWell's platform, ensuring operational efficiency.
- Triage and resolve client data issues by collaborating cross-functionally, ensuring data integrity and client satisfaction.
Loan Systems Administrator
Carolina Small Business Development Fund
06.2021 - 10.2022
- Managed administration and maintenance of TEA Loan Database System, ensuring data integrity with Salesforce through collaboration with Salesforce Administrator, enhancing organizational efficiency.
- Initiated loan servicing processes which aligned and maintains loan portfolio with compliance standards.
- Orchestrated seamless integration and communication of software upgrades and database integration projects, enhancing system functionality and efficiency.
BOLI Analyst
NEWPORT GROUP
11.2018 - 06.2021
- Developed customized visualizations and reports through the use of excel and Oracle for clients, facilitating portfolio visualization and informed decision-making.
- Identified and resolved problems by conducting root cause analysis and research, enhancing operational efficiency.
- Collaborated across teams to process claims in Oracle, verifying their financial impact for accurate monthly and annual reporting.
- Contributed to continuous database improvement by rigorously testing new processes in a controlled environment, ensuring their successful implementation.
Carrier Analyst
Newport Group
11.2016 - 11.2018
- Collaborated with Oracle Application Development and Carrier Analyst teams to streamline loading of bulk files, saving 24 hours per month for the analyst team, reducing errors, and decreasing overtime pay.
- Optimized carrier data reporting methods, improving accuracy of monthly earnings reports for clients and enhancing client satisfaction.
- Uncovered and corrected a rate change calculation error through credit rate analysis, resulting in over $100,000.00 savings for the client.
Wholesale Division Booker/Loan Specialist
First Bank, Carolina
02.2015 - 11.2016
- Re-engineered loan booking and data storage process to be paperless and compliant with internal audit and FDIC regulations, utilizing innovative software solutions and enhancing operational efficiency.
- Optimized daily accounting reports and processes, enabling assumption of additional responsibilities and improving error detection for off-balance reports.
- Managed accurate processing of loans and purchase advises into banking system, ensuring balanced transactions across multiple ledgers.
Education
Master of Science - Information Technology Management
UNC Greensboro
Greensboro, NC12.2022
Bachelor of Business Management & Administration -
Marywood University
Scranton, PA12.2014
Skills
- Excel Power User
- SAP Crystal Report
- R
- Tableau
- Power BI
- SQL & PostgreSQL
- Metabase
- Solid foundational knowledge of statistics, accounting, and financial concepts
- Ability to work in high-volume and deadline driven environment
- Skilled working with bulk data files to produce analysis and reports
Timeline
Business Analyst
LoanWell
10.2022 - Current
Loan Systems Administrator
Carolina Small Business Development Fund
06.2021 - 10.2022
BOLI Analyst
NEWPORT GROUP
11.2018 - 06.2021
Carrier Analyst
Newport Group
11.2016 - 11.2018
Wholesale Division Booker/Loan Specialist
First Bank, Carolina
02.2015 - 11.2016
Master of Science - Information Technology Management
UNC Greensboro
Bachelor of Business Management & Administration -
Marywood University
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