Deposit Operations, Financial Analysis, Data Analysis, Excel, SQL

Noam M. Blumenthal

**** ********* *****

Yardley, PA 19067

215-***-**** **************@*****.***

PROFESSIONAL EXPERIENCE

PENN COMMUNITY BANK, Bristol, PA June 2023-Current Deposit Operations/Internet Banking

• Managed and analyzed complex transaction data to identify fraud risk, insufficient funds, and other irregularities, applying data-driven decisions to place holds or block transactions to protect financial assets.

• Processed and audited customer online banking registrations and E-Statements.

• Organized large datasets like Bill Pay reports in Excel to enhance accuracy and reporting efficiency.

• Issued daily invoices to customers, evaluated customer data for overdrafts, and proactively alerted branches to ensure timely resolution.

• Collaborated with branch teams to investigate suspicious activities, update account statuses, and support account tier upgrades, ensuring compliance with bank policies.

• Reviewed social security records and death notices to identify deceased account holders, assessed power of attorney agreements, and ensured accurate closure of online banking accounts.

• Examined digital transactions and checks for fraud by analyzing signatures, locations, amounts, and transaction patterns, maintaining account integrity.

• Developed and documented process improvements to enhance efficiency in transaction monitoring, reporting accuracy, and fraud detection workflows. SMS AUTO PARTS, Fairless Hills, PA January 2021-December 2021 Sales and Business Development

• Built and maintained professional relationships with over 100 car dealerships, addressing customer and client inquiries and supporting product adoption to strengthen partnerships.

• Measured and analyzed vehicle roof rail data at dealership locations, using insights to inform inventory planning and improve product alignment with market needs.

• Introduced and sold products on-site, contributing to sales growth and expanding marking presence.

• Achieved monthly sales quotas averaging approximately $1,000.

• Organized and maintained an online database of vehicle measurements and customer records, ensuring accurate, accessible data for strategic decision-making.

• Streamlined record-keeping and reporting processes to improve data accuracy and operational efficiency.

• Provided regular updates and data summaries to management, highlighting measurement trends and dealership feedback to refine sales approaches.

• Assisted in forecasting product demand based on measurement data and dealership insights. MCS Smart Watches, Lower Makefield, PA March 2020-April 2021 Co-founder and Operations Manager

• Prepared customer service operations via email and phone, overseeing order fulfillment and distribution to ensure customer satisfaction.

• Maintained and analyzed financial and product data in Excel, identifying trends to inform marketing strategies and pricing models.

• Organized and optimized warehouse operations and inventory management to improve efficiency.

• Conducted financial analysis and forecasting to keep operations within budget and enhance overall business performance.

• Implemented process improvements to streamline workflows, reducing errors and increasing productivity.

• Collaborated with team to design promotions and product bundles based on customer purchase data and feedback.

• Tracked marketing campaign results and sales data to evaluate effectiveness and adjust strategies, supporting sustained revenue growth.

• Prepared summary reports and insights for partners, highlighting key financial trends and operational opportunities.

• Fulfilled customer orders from receipt through shipment, ensuring accuracy and on-time delivery while coordinating closely with inventory and logistics.

• Packaged and distributed products to customers via postal services, tracking shipments and resolving delivery issues to maintain a high standard of service. OTHER EXPERIENCE

ALL PHASE AIR CONDITIONING/HEATING COMPANY, Philadelphia, PA 2018 Warehouse Worker

• Managed inventory using a first-in, first-out approach to ensure product quality and accurate stock rotation.

• Preformed general warehouse housekeeping to maintain a safe and organized work environment.

• Coordinated loading and unloading of trucks to streamline shipping and receiving processes.

• Disassembled damaged HVAC systems for recycling, optimizing material recovery and reducing waste.

EDUCATION

The Pennsylvania State University, University Park May 2024 Bachelor of Arts, Economics

SKILLS

Technical skills and tools: Microsoft Office (Excel, PowerPoint, Word), Salesforce, Stata, SQL, Python. Professional skills: Organization, time management, communication, financial analysis, data analysis, analytical thinking, problem solving, attention to detail, process improvement, reporting.

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