Trevor Meads

• Developed tailored financial solutions to meet diverse client needs and averaged 97% client satisfaction scores.
• Analyzed financial data and created reports for clients to drive informed decisions. Improved outcomes by an average of 30%.
• Collaborated with cross-functional teams to enhance service delivery and operational efficiency thus decreasing turnaround time by an average of 1 day.

• Performed analytical reviews of client portfolios and recommended strategies for cost efficiency and improved retirement outcomes by an average of 30%.
• Partnered with cross-functional teams to identify process improvements and enhance workflow efficiency.

• Created excel dashboards and reports to analyze where in the process clients dropping off and increased retention by 15%.
• Decreased time between initial inquiry to application submission by 10%.
• Implemented data quality checks, ensuring accuracy in reporting and compliance with company standards.

• Processed and analyzed 50+ credit and financial applications daily, leveraging data validation and reporting tools to identify discrepancies, support risk assessment, and maintain high accuracy in a fast-paced environment.
• Designed and automated Excel dashboards and reports to track loan payments during portfolio sales using pivot tables, formulas, and data validation, reducing manual analysis time by 25% while improving reporting accuracy.
• Analyzed loan performance and operational data to identify workflow inefficiencies, streamline reporting processes, and provide actionable insights that improved turnaround times and cross-functional decision-making.