Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Generic

Rinzin Sherpa

Renton,WA

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

3
3
years of professional experience
1
1
Certification

Work History

DATA MANAGEMENT AND QUANTITATIVE ANALYST

BNY Mellon
Tacoma, WA
11.2021 - 11.2022
  • Independently worked with internal and external datasets and client reference data and participates in development of statistical, financial and/or econometric models for analyzing asset performance, securities data, derivative pricing, risk exposure or other complex analysis.
  • Applied techniques such as SQL and querying and macro development to extract data for populating models.
  • Prepared Monthly/ Quarterly Reports and updated Holdings.
  • Performed or oversaw data management activities in support of more senior quantitative colleagues.
  • Ran models, looked for exceptions, took corrective action, interpreted findings and prepared initial drafts of standard reports.

CLIENT SERVICE SPECIALIST

Columbia Bank
Poulsbo, WA
10.2019 - 10.2021
  • Performed cash handling functions such as deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.
  • Promoted and sold bank products to accomplish branch budget target and to generate leads.

COMPLIANCE PROJECT

Columbia Bank
Tacoma, WA
05.2021 - 08.2021
  • Determined if a loan is reportable under the Home Mortgage Disclosure Act (HMDA) and to provide coding guidance on a selection of priority fields.
  • Prepared materials for regulatory submission in accordance with regulatory guidelines, performed applicable research and ensured supporting documentation is maintained to satisfy record keeping requirements.
  • Contributed to the successful performance of specified compliance functions and/or data collection, creation, and analysis duties.

SBA PAYCHECK PROTECTION PROGRAM

Columbia Bank
Lakewood, WA
04.2020 - 05.2020
  • Prepared Promissory Notes, Resolutions to Borrowers/Grantors Collateral, Disbursement Requests and Authorizations and Boarding Data Sheets.
  • Verified CIP-CIF Validation screenshots in “Related Docs” and “SOS”, Borrower's name, and authorized signers in the Custom Lender program.
  • Reported incomplete/missing items to Account Officer prior to moving over to level 1 Quality control review.

Education

Bachelor of Arts - Applied Economics

University of California - San Diego
La Jolla, CA
03.2018

Associate of Science - Software Development

Bellevue College
Bellevue, WA

Skills

  • MS Office Suites
  • Statistical Analysis
  • SQL
  • Stata

Certification

  • ANEW Pre-Apprenticeship Program (December 2023)
  • AT&T 2023 Technology Academy (August 2023)
  • Career Path Services, Lakewood, WA - BankWork$® Program Certificate (Sep 2019) - Endorsed by the Washington Bankers Association

Accomplishments

  • Perseverance Award: ANEW Pre-Apprenticeship Program - Dec 2023
  • Bronze Star Emerging Leader Issued by Columbia Bank - Nov 2020

Languages

English
Full Professional
Nepali
Native/ Bilingual
Hindi
Professional
Tibetan
Elementary

Timeline

DATA MANAGEMENT AND QUANTITATIVE ANALYST

BNY Mellon
11.2021 - 11.2022

COMPLIANCE PROJECT

Columbia Bank
05.2021 - 08.2021

SBA PAYCHECK PROTECTION PROGRAM

Columbia Bank
04.2020 - 05.2020

CLIENT SERVICE SPECIALIST

Columbia Bank
10.2019 - 10.2021

Bachelor of Arts - Applied Economics

University of California - San Diego

Associate of Science - Software Development

Bellevue College

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Rinzin Sherpa