Doreen Kagu
@doreenkagu
Business Analyst specializing in customer account accuracy, statement management, and data reporting using SQL and Excel.
What I'm looking for
I’m a Business Analyst at Bank of America, where I work closely with my team and independently on customer accounts. I focus on ensuring customer account management, accuracy in customer statements, and escalating any statement issues before they go out. I also help drive quick turnaround by collaborating with the business support team when problems arise.
I use Microsoft Office—especially Excel and PowerPoint—to support daily reporting and project work. I communicate effectively with my team using Skype for Business, and I’ve worked efficiently in both hybrid and fully remote settings while staying connected to deliver results.
Earlier, as a GWIM Intern at Bank of America, I performed pre-operation activities to ensure accurate information and processed customer documents. I also worked with the Bank of America PFSS processing program, accurately processing, printing, and folding checks while prioritizing documents to meet SLA expectations.
Before that, I developed strong client-support and documentation skills as a Direct Support Associate at Mosaic, training and providing daily living skills for elderly clients with disabilities while offering emotional support and documenting case notes. I also completed Data Analytics Training through Year Up / Wilmington University, strengthening my foundation in database work, JavaScript, web design and development, and applying Excel “into business problem solving.”
Experience
Work history, roles, and key accomplishments
Business Analyst
Bank of America
Jul 2021 - Mar 2025 (3 years 8 months)
Worked as a business analyst for customer account management, ensuring accuracy of customer statements and escalating issues before statements were sent. Coordinated with business support to resolve customer-account issues and used Microsoft Office (Excel, PowerPoint) and Skype for Business for team communication.
GWIM Intern
Bank of America
Jan 2021 - Jul 2021 (6 months)
Performed pre-operation activities to ensure accurate information and communicated with team members to provide customers with correct follow-up documentation. Processed customer documents, flagged missing information, and supported Bank of America PFSS processing (accurate check processing, printing/folding, and SLA-based prioritization).
Direct Support Associate
Mosaic
Sep 2017 - Mar 2021 (3 years 6 months)
Trained, provided, and developed daily living skills and life activities for elderly clients with disabilities, including emotional support. Documented case notes relating to changes or health and safety concerns.
Service Desk Associate
Kmart
Oct 2015 - Mar 2016 (5 months)
Worked with a team to complete store opening and closing tasks and helped customers with returns. Assisted customers with purchases including lottery tickets and money orders and resolved customer concerns when they were disappointed with purchases.
Education
Degrees, certifications, and relevant coursework
Year Up / Wilmington University
Data Analytics Training, Data Analytics
2020 - 2021
Activities and societies: Relevant coursework included Database Foundations, JavaScript, Web Design & Development, and Excel into Business Problem Solving.
Completed Year Up / Wilmington University Data Analytics Training (Aug 2020–Jul 2021), earning 19 college credits toward a bachelor’s in computer science and building data reports using SQL and scripting for data manipulation.
Availability
Location
Authorized to work in
Job categories
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