Project Manager Analyst

Steven D. Wimmer

**** ********* ****, **********, ** 18951

*************@*****.*** ( 267-***-****

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PROFESSIONAL EXPERIENCE:

Univest National Bank & Trust Co., Souderton, PA

Oct 2009 - Present

Corporate Banking Analyst

. Perform credit analysis on businesses requesting financing through

commercial loans, working capital lines of credit, real estate

loans, and other products, and prepare approval packets for loan

committee

. Lead analyst and portfolio manager for three senior lenders with

clients consisting of C&I companies, non-profit organizations, and

municipalities

. Produce annual and quarterly risk reports to assign risk ratings on

the companies in those portfolios

. Monitor the bank's entire asset based lending portfolio and produce

a monthly report on its status

. Interact with leaders and senior managers of the bank's business

customers to discuss financing needs

. Serve as Secretary of the Corporate Banking Technology Committee

UBS Investment Bank, Mountbatten Programme, London, UK Aug

2008 - Aug 2009

Business Analyst, Risk Control Process Improvement

. Responsible for large reductions in costs for the firm by analyzing

over 1500 counterparties with $18 billion of exposure to enable the

netting of trades

. Improved and standardized a newly designed process to enable the

netting of trades for new counterparties and successfully

transitioned the process into Risk Control Operations

. Conducted training sessions for the Operations team and wrote a

comprehensive procedures manual to assist with the transition

process

. Project manager for the offshoring of the process to the bank's

Indian Service Center

. Created detailed process flow charts for the Structured Rates team

to identify improvement opportunities

. Worked closely with IT on the design and implementation of a

comprehensive, front to back, market risk management system

. Utilized Six Sigma methodologies while working alongside Master

Black Belts on the team

. Built relationships with IT professionals, external consultants,

and Risk Officers to complete projects

Business Analyst, Operational Risk Control

. Completed user acceptance testing during the implementation of new

releases of the Operational Risk Management system

. Analyzed and evaluated departmental risks for two semi-annual risk

certifications

. Contributed to the re-writing of the UBS Operational Risk Control

Standards

The Omerta Group, London, UK Jan 2006 -

Apr 2006

Analyst - Intern, Financial Services Executive Search

. Performed extensive research on European and Middle Eastern banks

and hedge funds and gained a broad understanding of the global

financial services industry

. Organized and presented information to management through the

extensive use of Excel spreadsheets and other Microsoft Office

applications

. Assisted in the placement of top portfolio managers at various

European hedge funds

EDUCATION:

University of Pittsburgh, College of Business Administration

Jan 2004 - Apr 2008

Bachelor of Science in Business Administration

. Major - Finance, Minor - Economics

. Graduated Cum Laude, GPA - 3.4

Semester at Sea, University of Virginia

Aug 2007 - Dec 2007

. Travelled to ten countries in Asia, Africa, and Europe while

circumnavigating the globe

. Studied each country's economy and culture through in-country

fieldwork and classroom sessions

CAPA International Education, London, UK Jan 2006

- May 2006

. Worked 20+ hours per week at an internship while enrolled as a full-

time student

. Visited ten countries across Europe to gain a better understanding

of the European Union

COMPUTER SKILLS:

. Extensive experience with the Microsoft Office Suite, financial

modelling and spreading software

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