James Hatch
*** ***** **** ****, ******, UT ***42 phone: (801) 390-
**** *****.*.*****@*****.***
EXECUTIVE SUMMARY
. 4 years experience in finance, banking, risk analysis,
operational analysis, and process improvement
. Decreased response time to customer by 95% and cut workload
by 5% through creation and implementation of systems to
increase operational efficiencies.
. Advanced skills in database creation and management, VBA,
SQL, Microsoft Excel and Access
. MBA - Finance emphasis from top-tier business school; GMAT
690 (Top 10%)
PROFESSIONAL EXPERIENCE
Office of the President - BYU Hawaii
Jun 2009 - Aug 2009
Worked with the president of BYU Hawaii on strategic projects to grow
the size of the school
. Analyzed costs and payback period for potential purchase of a
$2M backup generator system
. Analyzed the market value of a 20 acre property valued around
$20M in preparation for negotiations on the renewal of the 10-
year lease and saved $40,000 annually in tax liability
. Designed student car-sharing program including cost analysis,
operational design, and pricing strategy
. Redesigned admission and financial aid application processes
to shorten the process by two weeks
Merrill Lynch Bank USA
Commercial Loan Operations Senior Specialist
Dec 2007 - Aug 2008
Part of a new team charged with taking over and redesigning all
payment and settlement operations for commercial loans
. Helped transition operations department, including 10
functions, spanning 5 departments, from Chicago to Salt Lake
City
. Developed system using a combination of an SQL database and
Excel to automatically collect statistical data for
operational inefficiencies
Credit and Portfolio Management Specialist
Apr 2005 - Dec 2007
Responsible for risk management and operations of security-based loans
including basic credit underwriting, collateral releases approvals,
margin call satisfaction, concentrated position monitoring, Regulation
U compliance and special projects to improve operations
. Analyzed collateral requirements on portfolios up to $100 M
for security-based loans
. Created 2 systems to more efficiently control risky,
concentrated positions, cutting workload by 5% and saving at
least $90,000 from the annual technology budget
. Developed tutorials and learning tools to help transition 5
functions from Salt Lake City to New Jersey
. Liaised with branches and other departments at all levels of
management to keep loans in compliance, provide solutions to
client requests and maintain minimal risk exposure to the
bank
. Received employee of the quarter award for excellent customer
service and efficiency
. Received special recognition award for systems created to
improve operations
Document Preparation Specialist
Apr 2004 - Apr 2005
Responsible for loan documentation and account setup for security-
based loans
. Managed database to convert 20,000 loans from discontinued
loan platform to new platform
. Analyzed collateral during loan refinance process
. Worked with Advisors and Client Associates to resolve issues
with regard to refinancing loans
EDUCATION
BYU Marriott School of Management
Master of Business Administration, Finance - April 2010
. Marriott School Scholarship (2 years)
. Research Assistant to S. Thomas Foster, Jr, Area Leader and
Professor of Global Supply Chain Management
Bachelor of Arts, Business Administration, Finance - April 2004