Helgi Nati
@helginati
Finance professional with expertise in banking and credit analysis.
What I'm looking for
I am a finance professional with a strong background in banking and credit analysis, holding a B.S. in Finance with a minor in Information Technology from the Darla Moore School of Business. My academic achievements include being on the Dean's List multiple times and being a member of the National Honor Society. I also had the opportunity to study abroad in Barcelona, Spain, which enriched my global perspective.
In my recent role as a Senior Bank Administration Analyst at Capital Vacations Resort Management Group, I successfully conducted variance reviews that reduced bank fees by 25% year-over-year. I facilitated the onboarding of banking services across multiple U.S. resorts, resulting in three new entity management agreements within 90 days. My proactive approach led to a 30% drop in compliance risk through the delivery of over 50 annual audit reports to senior leadership.
Prior to this, I served as a Senior Commercial Credit Analyst at Beacon Community Bank, where I underwrote over $690 million in loan requests and achieved significant reductions in overdue accounts. My experience at Wells Fargo as a Personal Banker II further honed my skills in customer relations and financial counseling, contributing to increased branch credit product lines. I am passionate about leveraging my skills to drive financial success and enhance operational efficiency.
Experience
Work history, roles, and key accomplishments
Senior Bank Administration Analyst
Capital Vacations Resort Management Group
Oct 2024 - Feb 2025 (4 months)
Conducted weekly variance reviews and root-cause analyses, reducing bank fees by 25% YoY. Facilitated remote onboarding of banking services and delivered annual audit reports, reducing compliance risk by 30%. Performed daily reconciliation for merchant systems, collaborating with teams to ensure accurate transaction reporting and minimize chargebacks.
Senior Commercial Credit Analyst
Beacon Community Bank
Mar 2021 - Aug 2024 (3 years 5 months)
Led virtual collaboration to streamline loan filings using cloud-based CRM tools and collaborated on reducing overdue accounts using digital tracking systems, achieving a 15-20% reduction. Prepared thorough credit analyses for new and renewed loan requests across various industries. Underwrote over $690M in loan requests, leveraging data tools and remote due diligence to improve bank liquidity and
Personal Banker II
Wells Fargo
Mar 2019 - Mar 2021 (2 years)
Provided personal financial counseling and lending services, building relationships to sustain high customer satisfaction and retention. Prepared credit and financial information to streamline loan processing for mortgage, installment, and discount loan transactions. Increased branch credit product lines by over $500,000 and coached team members to develop sales opportunities and meet goals.
Legislative Assistant
Office of Congressman Tom Rice (R-7-SC)
Jan 2017 - Dec 2017 (11 months)
Monitored legislative developments, met with constituents and stakeholders, and formulated strategic policy agendas. Prepared materials for meetings, briefings, and hearings. Managed constituent communication, including mailing letters and handling calls, improving response time.
Education
Degrees, certifications, and relevant coursework
University of South Carolina
Bachelor of Science, Finance and Information Technology
2014 - 2018
Studied for a Bachelor of Science in Finance with a Minor in Information Technology. Achieved Dean's List multiple times and was a member of the National Honor Society and an AP Scholar.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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