Summary
Overview
Work History
Education
Skills
Timeline
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Joseph Kefalinos

Phoenix,AZ

Summary

Committed Credit Portfolio Analyst skilled in executing portfolio review and financial reporting to detail risks and yields to management. Aiming to apply 2+ years of industry success to contribute value to the AmeriHome team.

Overview

2
2
years of professional experience

Work History

Credit Portfolio Analyst I & II

Western Alliance Bank
07.2024 - Current
  • Managed Daily and Monthly Deposit Portfolios within SQL, Excel and SharePoint to assist with accurate documentation and reporting.
  • Design and modify SSIS packages in Visual Studio for portfolio updates and reloads.
  • Built and distributed RC-E and RC-O Call Reports for quarter-end reporting.
  • Created SQL logic to assist with the creation of views, tables and stored procedures for the Credit Administrations new SQL server.
  • Collaborated with cross-functional teams to enhance data accuracy and reporting efficiency.

Education

Bachelor of Science - Information Technology, Cyber Security -

Arizona State University
Tempe, AZ
07-2022

Skills

  • Python
  • SQL
  • Tableau
  • Excel
  • Visual Studio
  • CreditLens

Timeline

Credit Portfolio Analyst I & II

Western Alliance Bank
07.2024 - Current

Bachelor of Science - Information Technology, Cyber Security -

Arizona State University
Joseph Kefalinos