Jonathan Felch
Schenectady,NY
Summary
Driven data professional with experience in the banking and mortgage industry. Skilled in data preparation, cleaning and statistical analysis in SQL, Python, and Excel. With a passion for leveraging data to solve complex business problems and improve operational efficiency. I am eager to work in a collaborative team providing top notch service to clients, while expanding my analytical and database management skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Purchasing Associate
Broadview Federal Credit Union
07.2023 - 07.2024
- Facilitated procurement for over 50 credit union branches and two headquarters.
- Analyzed business spend and supply usage to optimize branch efficiency, resulting in 25% savings.
- Oversaw approvals of business contracts for technology, software and construction needs from $50k to $1+ Million.
- Reviewed and processed over 100 purchase orders per week.
- Served as subject matter expert for Purchasing policies, procedures and systems.
- Guided the company's transition to new procurement software Coupa, aided staff's adaptation to new software and procedures.
- Researched suppliers and market to attain most cost effective and competitive pricing.
- Managed product life cycle of printer and copier fleet.
- Evaluated vendor performance and investigated service and quality issues.
- Optimized inventory levels by conducting regular audits and adjusting purchase orders accordingly.
- Developed strong supplier relationships through clear communication and adherence to agreed-upon terms.
Mortgage Setup Specialist
SEFCU Mortgage Services
07.2021 - 07.2023
- Completed transition and data migration to launch new servicing software Black Knight.
- Tested pre-launch versions of Black Knight for quality control.
- Tracked new mortgages on Encompass.
- Imported closed mortgages to Black Knight for servicing.
- Implemented new setup procedures, resulting in improved workflow and increased productivity.
- Finalize mortgage payoffs and refinance loans.
- Perform quality control checks on imported mortgages and correct data mapping issues.
- Experienced with Fiserv DNA, DocuSign, OnBase, Encompass, Black Knight and Servicing Director software platforms.
- Collaborated with mortgage originators, loan processors and closing companies to resolve loan documentation errors and inconsistencies
- Utilized Excel to filter and manage large datasets and track mortgage importing progress.
- Cross cut collaborations with investor accounting and escrow teams on a daily basis.
- Established escrow payments and tracking for taxes and insurance.
- Guaranteed security of sensitive member information and documents.
- Completed financial transactions and review reports.
Classroom Para - Kindergarten
Saint John Paul II Catholic Academy
09.2019 - 06.2020
- Assisted with all language and math lessons.
- Led and planned science lessons.
- Enhanced classroom management by establishing clear expectations, rules, and routines for class of 22 students.
Substitute Teacher
Saint John Paul II Catholic Academy
06.2016 - 03.2019
- Grades K-8, 6th-8th grade English, math, science and history classes
Graduate Research Assistant
UNH Department of Natural Resources and the Environment Jackson Estuarine Laboratory
01.2008 - 01.2010
- Conducted eelgrass sampling in the Great Bay for SeagrassNet and restoration projects.
- Performed precise measurement and chemical analysis of sediment elevation and water chemistry.
- Utilized statistical software to analyze large datasets, test hypotheses and verify research conclusions.
- Managed multiple research projects simultaneously, ensuring timely completion and adherence to high-quality standards.
- Presented research findings at conferences and workshops, fostering professional growth and collaboration within the academic community.
Education
Master of Science - Engineering Sciences - Business Analytics
Rensselaer Polytechnic Institute
Troy, NY12.2025
B.S., Environmental Science -
University of New Hampshire
Durham, NH05.2008
Skills
- SQL
- Python
- Tableau
- Data cleaning and preparation
- Data management
- Linear and multiple regression modeling
- Procurement in Coupa
- Critical analytical thinking
- Strict attention to detail
Certification
Google Data Analytics Certification
Timeline
Senior Purchasing Associate
Broadview Federal Credit Union
07.2023 - 07.2024
Mortgage Setup Specialist
SEFCU Mortgage Services
07.2021 - 07.2023
Classroom Para - Kindergarten
Saint John Paul II Catholic Academy
09.2019 - 06.2020
Substitute Teacher
Saint John Paul II Catholic Academy
06.2016 - 03.2019
Graduate Research Assistant
UNH Department of Natural Resources and the Environment Jackson Estuarine Laboratory
01.2008 - 01.2010
Master of Science - Engineering Sciences - Business Analytics
Rensselaer Polytechnic Institute
B.S., Environmental Science -
University of New Hampshire
Google Data Analytics Certification
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