Functional Skills
Business Planning
Market Research
Data Modeling
Data Visualization / Reports
Training and Coaching
Software Skills
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Microsoft Word
Outlook
PowerBI
Quickbooks
Sector Experience
Business Services
Financial Services
Technology
Languages
English
Portuguese
Spanish
German
Experience
CLIMB Fund
Finance
Portfolio Manager
1/2021 - Present
Services entire loan portfolio (over 200 commercial loans).
Recommends loan workouts and restructurings to the executive team and directors.
Assesses portfolio risk and quality.
Reviews credit analyses, commitment letters, promissory notes, and other documents.
Recommends loan workouts and restructurings to the executive team and directors.
Assesses portfolio risk and quality.
Reviews credit analyses, commitment letters, promissory notes, and other documents.
2ND CHAIR CREATIVE LLC
Management Consulting
Independent Consultant
7/2021 - Present
Identifies deficiencies and bottlenecks in the origination and loan servicing processes, recommends and implements new technology and systems to satisfy such deficiencies.
Manages the loan management software and acts as a liaison between client and vendor.
Leverages tools like Power BI to improve and automate reporting capabilities and assist with strategic decisions.
Manages the loan management software and acts as a liaison between client and vendor.
Leverages tools like Power BI to improve and automate reporting capabilities and assist with strategic decisions.
Benefitfocus.com
Data Science / Analytics
Data Analyst
9/2020 - 1/2021
Performed triage, root cause analysis, and audits to data issues found during validation of daily and weekly files submitted by 150 groups consisting of almost one hundred thousand individuals.
Prioritized daily tasks to ensure on-time delivery of time-sensitive files.
Coordinated the flow of information across coworkers, vendors, and clients.
Prioritized daily tasks to ensure on-time delivery of time-sensitive files.
Coordinated the flow of information across coworkers, vendors, and clients.
GEFF USA CORP
Sales
Area Manager
5/2019 - 2/2020
Managed all sales and business development for a Spanish company in America.
Led efforts as a one-man team to expand to 10 states.
Led efforts as a one-man team to expand to 10 states.