Lauren Carolyn Caillouet

Treasury Strategic Initiatives – 1st Rotation

• Utilized SQL and Tableau to develop a database and dashboard for pricing data metrics which allows the committee to monitor the portfolio, set rates, and ensure accuracy as it continues to grow
• I prepared meeting minutes and facilitated reports, including those on Time Deposit, Home Equity Rates, Competitor Mortgage Rates, and Brokered CD rates.
• Posted SWAP rates, funding costs, and MMDA updates for the investment group on a weekly basis.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Managed time efficiently in order to complete all tasks within deadlines.

• Provide loan review services to entities ranging from small community banks to multibillion-dollar financial institutions, spanning a broad array of industries, including oil & gas, commercial real estate, commercial & industrial, and agriculture
• Assess the repayment risk of selected borrowers for a bank’s portfolio review, ensuring regulatory compliance and providing insights enabling clients to optimize portfolio management and underwriting processes
• Reduce loan/lease losses and credit-related risk for financial institutions through testing loan portfolio to ensure appropriate risk ratings for borrowers
• Executed buy-side M&A due diligence engagements on behalf of financial institutions, verifying the quality of the portfolio to be acquired
• Perform stress testing of clients’ portfolios to inform strategy and ensure proper risk management measures are in place during economic downturns
• Develop recommendations to help clients maximize efficiency in monitoring and growing their portfolios

• Account manager for IT staffing company focused on serving clients in multiple industries; acted as the point of contact with major clients to determine staffing needs and source optimal resources
• Build strong client relationships, establishing credibility and trust through customizing solutions according to clients’ goals and ensuring timely and successful delivery

• Performed all-encompassing wait staff duties at a top sports dining establishment in the state
• Consistently provided professional, friendly, and engaging service to ensure customer satisfaction

• Acted in a sales operation’s role for a local real estate agency; acted as first point of contact for potential new customers; executed relationship management and CRM data entry
• Booked appointments for the agents and ensured a smooth process for all new homeowners

• Facilitated internal and external HR-related communication; responded to help desk requests; maintained accurate personnel records across multiple databases; facilitated compliance with employment requirements for new hires