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Elias Miguel Zamora

@eliasmiguelzamora

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Finance Manager at WeStreet CU overseeing $950M+ ALCO reporting and strategies that improved asset diversification.

United States

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What I'm looking for

I’m eager to leverage my financial acumen and relationship building to contribute to the success of a forward-thinking organization.

At WeStreet CU, I lead financial strategy, budgeting, and forecasting with the CFO and Director. My work on product strategy and cost reduction contributed to the department’s most profitable year since 2021, exceeding $1.5M.

I oversee ALCO reporting for a portfolio exceeding $950M and propose strategies that have increased balance-sheet asset diversification. I also led implementation and departmental training for three software programs, saving the Credit Union over $500k in future personnel hiring and costs.

Previously at WeStreet CU, I launched a mortgage rate strategy that boosted home loan production by 55% and aligned the CECL framework with industry standards, reducing balance-sheet risk by $1M. Across roles at AEP, Casino Cash Trac, and Mabrey Bank, I worked on project cost analysis, financial reporting, client training, and credit analysis.

Experience

Work history, roles, and key accomplishments

Current

Finance Manager

Current

WeStreet CU

Feb 2025 - Present (1 year 8 months)

Lead financial strategy, budgeting, and forecasting while working with the CFO and Director to achieve organizational goals. Managed ALCO reporting for a $950M+ portfolio and implemented new software programs, saving over $500k.

Financial Forecasting Budgeting ALM CECL Financial Reporting Strategic Planning Software Implementation Cost Reduction

Financial Analyst II

WeStreet CU

Apr 2024 - Feb 2025 (10 months)

Launched a competitive mortgage rate strategy that boosted home loan production by 55%. Aligned CECL framework with industry standards, reducing risk to the balance sheet by $1M.

CECL Financial Analysis Mortgage Financing Strategy Process Automation Risk Management

Project Cost Analyst

AEP

Feb 2023 - Apr 2024 (1 year 2 months)

Managed a portfolio of over 100 projects valued at $450M+, reducing budget variances by 43%. Implemented optimized processes that improved project management team efficiencies by 50%.

Project Management Budgeting Forecasting Power BI ECOSYS IRR Cognos Data Analysis

Consultant

Casino Cash Trac

Oct 2021 - Nov 2022 (1 year 1 month)

Supervised multiple projects from inception to completion, ensuring accurate software installation within time and budget. Trained clients on revenue audit, accounting operations, and payroll procedures.

Project Management Training SQL Data Analysis Financial Reporting Client Communication

Credit Analyst

Mabrey Bank

Jun 2020 - Oct 2021 (1 year 4 months)

Gathered and analyzed loan applicants' financial data to evaluate risk. Assessed creditworthiness of individual and commercial customers, securing $70 million in loans over 18 months.

Credit Analysis Risk Assessment Financial Analysis Underwriting Commercial Lending

Financial Services Representative

Mabrey Bank

Sep 2017 - Jun 2020 (2 years 9 months)

Met with clients to determine financial goals and recommend suitable products. Reduced retail traffic congestion by 65% by streamlining communication between customers and loan officers.

Customer Service Financial advising Cross Selling Loan Processing Communication Skills