At Wells Fargo, I built monthly monitoring reports on $48M in delinquent balances, identifying gaps in call attempts and documentation for targeted coaching. I also presented business-review trends and recommendations to senior leaders, including the Head of Auto.
I rebuilt three Excel/VBA workflows in Alteryx, cutting manual hours by 90%, and automated capacity forecasting for 600+ team members, reducing the process from 12 days to 1 with variance within 3%. I also guided 11 forecasting models through governance approval and monthly back-testing.
At Bank of America, I ran a champion/challenger test on 20K accounts; the results matched, avoiding a rollout and saving about $300K annually. I also delivered a $200K recovery improvement and 10% cost savings in six months.
