Business Analyst Wells Fargo
Resume:
Elijah A. Tokars, M Cell # 971-***-**** **************@*****.***
SUMMARY OF QUALIFICATIONS
Over 10 years of business operations experience at Wells Fargo, including 4+ years as a business analyst. Proficient in analyzing business intelligence data and company financials to create executive-level strategic reports. Skilled in data modeling, statistical analysis, and developing automation tools. Ready to bring expertise in analytics and strategic planning to my next opportunity. PROFESSIONAL EXPERIENCE
WELLS FARGO BANK, N.A., Portland, OR
Business Execution Consultant, Associate Vice President role: Wells Fargo Utility Operations November 2020–December 2024
● Created and managed data models showcasing operational performance, capacity planning and forecasting for Wells Fargo’s Currency Transaction Reporting Compliance department, increasing data reporting productivity by more than 50%.
● Designed and created customized KRI and KPI data model reports used by executive leadership.
● Utilized VBScript and Excel VBA to transform a 16 hour manual process into a 5 minute process
● Devised and coded automation tools to eliminate the errors in manual data entry and cutting production time in half.
● Researched and gathered performance data to create statistical analysis presentations for executives and provided strategy recommendations
● Assigned as SME for weekly Change Management meetings to present updates to reporting project milestones.
● Published business requirements for non-US based software SCRUM teams to change data reporting software from Tableau to Power BI.
● Generated Visio diagrams to map processes to create weekly and monthly department performance reports.
● Performed administrative access onboarding for employee new hires, internal transfers, and internal promotions.
● Composed and published control procedures for department data governance and data archiving.
● Managed and coached a team of 3 consultants to maintain the performance reporting program during the department's new team merger. Research Remediation Analyst: Wells Fargo Customer Resolutions Center May 2017– November-2020
● Researched and audited customer accounts, that were in the process of mediation, for risk and quality issues.
● Organized and analyzed multiple account documents and statements into an average of 3 comprehensive customer reports per day using third party mediation software (EPIQ).
● Created an investigative summary report of account activity, risks, and quality issues for mediation meetings with customers.
● Designed fee calculation accounting tool in excel to streamline customer statements research for accurate monetary compensation.
● Analyzed mediation claims volumes and team member performances using statistical analyst in excel for executive reports.
● Wrote and published multiple job aid references in Windows Explorer to improve research analysts.
● Improved production process of Overdraft Team by half the time by implementing automatic signatures to outgoing letters.
● Designed workload filters using excel pivot tables to improve project visibility. Operations Processor: Wells Fargo Security Center October 2015– May 2017
● Managed and amended written financial abuse reports submitted by team members of vulnerable customers.
● Conducted phone call reports to protective services and law enforcement agencies.
● Analyzed and interpreted financial abuse reporting laws for all 50 States. Operations Legal Specialist: Wells Fargo Estate Care Center July 2014– October 2015
● Updated systems with customer’s deceased status.
● Calculated and waived fees and charges not in compliance with the customer’s deceased status.
● Awarded perfect quality certificates for processing high volumes of credit card accounts for probate accurately.
● Assisted in publishing the operations process for the department’s job aid. RCO LEGAL, Law Corporation, Portland, OR
Operations Legal Specialist: Judicial Foreclosures Team October 2011– May 2014
● Tracked and audited the progress of all foreclosure cases.
● Assisted in the creation of case compliance reports for financial institution clients.
● Drafted and filed legal documents for foreclosure cases with a caseload of over 400 cases a year. ADVANCED SOFTWARE EXPERIENCE
Microsoft Office: Power BI, Excel, Word, Outlook, Power Point, Access, Teams, One Note, One Drive, Visio, and SharePoint Other Software: Tableau, Jira, SAP, VBScript, VBA, Minitab, SQL, R, Python, and DAX EDUCATION
Master of Business Administration: Willamette University, Atkinson Graduate School of Management (September 2015-September 2017) Bachelor of Arts, in Philosophy: University of San Francisco (August 2003-May 2007)
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