Portfolio Manager

• Jun 2022 - Present

Senior Credit Analyst

• Jan 2019 - Jun 2022

- Monitor loss and fraud trends, and make recommendations to leadership for adjustments to policies and procedures.- Conduct commercial credit application reviews; make verbal and written recommendations to leadership for merchant applications.- Review, analyze, and make decisions on applications based on individual and business documentation received for the purpose of making sound underwriting decisions within credit authority limits.- Analyze a wide variety of merchant applications in varying business types in both card-present and card-not-present processing environments.

Credit Analyst

• Sep 2017 - Aug 2019

Associate Credit Analyst

• Nov 2016 - Sep 2017

Research Associate

• Oct 2012 - Sep 2016

- Collect and analyze data, using statistical software, to identify strengths and potential opportunities for clients.- Prepare reports of findings, illustrating data graphically and translating complex findings into written text.- Monitor and evaluate survey progress and performance, using sample disposition reports and response rate calculations.- Coordinate with other team members and outside vendors to ensure that the survey process proceeds as planned and within the budget. - Collect and analyze data, using statistical software, to identify strengths and potential opportunities for clients.- Prepare reports of findings, illustrating data graphically and translating complex findings into written text.- Monitor and evaluate survey progress and performance, using sample disposition reports and response rate calculations.- Coordinate with other team members and outside vendors to ensure that the survey process proceeds as planned and within the budget.