Dallas Smith

About

Experienced Financial Data Analyst with a demonstrated history of working in the banking industry. Strong information technology professional skilled in Consumer Products, Statistical Data Analysis, Credit Unions, and Databases.

Experience

• Sr Financial Data Analyst · Northwest Community Credit Union08-01-2016

  Regular daily use of Excel, Oracle SQL, TSQL, and OBIEE. Worked with department managers, directors, and executive level to prepare data and create reports and dashboards. Provided data and reports to various committees and board members. Reviewed existing reports and processes for streamlining or automation. Created and maintained Excel data repositories and accounting GL reports. Used Business Intelligence methodologies for marketing and sales. Performed profitability analysis and created staffing models. Provided monthly reports on FTE production and efficiencies. Gathered data for annual budgets and created budget variance reports. Launched and grew an organization-wide job shadow program. Taught Excel classes to employees.

• Consumer Lending Underwriter II · Northwest Community Credit Union07-01-2011 – 08-01-2016

  Underwrote consumer loan applications for various loan types. Made recommendations on loan decisions. Mentored and trained junior underwriters. Acted as a reference for lending practices. Assisted with proposals for policy changes. Prepared reports for management. Evaluated portfolio performance and proposed changes. Collaborated with staff to solve lending problems. Acted as an administrator in MeridianLink. Performed complex financial analysis. Coordinated blood drives for Lane Blood Center.

• Assistant Branch Manager · Chase05-01-2005 – 04-01-2011

  Managed a staff of 10 employees through daily operations. Interviewed, hired, and trained new employees. Mentored and coached employees towards sales goals. Prepared reports for regional management. Audited employee work for compliance. Assisted with branch functions and customer service. Scheduled staff based on historical data. Managed branch cash needs. Reviewed branch P & L for competitive standings. Maintained balancing logs for teller transactions.

Education

• Lane Community CollegeAccounting

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