Data Project

Winnie Xie

Alameda, CA ***** 415-***-**** ***********@*****.***

Professional Summary

Highly analytical professional effective at thriving in challenging and pressure driven environments through problem solving and strong decision-making skills. Expertise in analyzing, articulating, solving various problems and comfortable working independently or as part of team. Experienced in corporate finance and vendor/project management.

Education

University of California, Irvine - Irvine, CA June 2019

Bachelor of Arts: Business Administration

Laney College- Oakland, CA

Associate Degree: Computer Information System Expected Graduation Jan 2022

Skills

Verbal and written communication

Microsoft Office, Advanced Excel

SQL

Python

Tableau

Account reconciliation

Work History

Appraisal Specialist June 2020 to Present

First Republic Bank – San Francisco, CA

Performs residential appraisal assignment tasks and vendor management by obtaining bids and vetting experienced and qualified appraisers for services to ensure quality compliance and client experiences in the appraisal process. Collaborates with Loan Teams and Collateral Valuations Team in weekly meetings to analyze current real estate market trends, address current market restrictions and set objectives to ensure primary risk factors associated with the collateral have been addressed to support mortgage lending

Manages high volume pipeline of 200 or more appraisal orders by overseeing the panel of appraisers

Shorten average processing time by facilitating partnership between Loan Teams and appraisers, delivering excellent communications to address assignment conditions, current volumes for each geographic location and exceeded client expectations

Staff Accountant October 2019 to March 2020

Idex Global Services – San Francisco, CA

Processed weekly payrolls for IDEX employees and assisted the controller and project managers to monitor project costs. Collected, reviewed and analyzed project expenditures, managed cash flow and approved invoices for payment. Assisted project managers and requested contract documents, change orders, and lien waivers to ensure corporate compliance and reduced liability

Facilitated and developed professional relationships with suppliers/vendors and subcontractors within weeks

Renegotiated payment terms with vendors from paying upon receipt to Net 60 days to maximize cash flow

Increase profitability by reducing operational costs and actively monitoring P&L report

Investment Consulting Intern June 2018 to August 2018

Callan Associates Inc. – San Francisco, CA

Consolidated Capital Market and Alternative Asset class data to be used for internal systems

Assisted with data analysis for an industry research paper

Assisted the Hedge Fund Research Group by extracting data from audited statements and eVestment reports to populate data for an annual hedge fund due diligence update

Delivered a 15-minute comprehensive research presentation on Institutional Consulting to a committee at Callan

Supported performance analysts in gathering and computing performance returns for client accounts

Quality Assurance Intern Jan 2016 to June 2016

WalkMe – San Francisco, CA

Performed quality assurance tasks and tested WalkMe products on client's website with different browsers to ensure it runs smoothly

Attended weekly meetings and collaborated with the Professional Services team to monitor product line, documented and reported technical issues such as site crashes, new updates, and missing data

Worked closely with supervisor to address any client requests before launching client's website

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