Creative Capital Solutions 

Business Loan Specialist

Jefferies

• Validate data in target system & provide signoffs
• Responsible for daily monitoring and research of global IB client contacts
• Meet data cleanup timeline to have data ready for acceptance testing
• Ensured accuracy of client data for firm-wide Salesforce CRM system
• Used S&P CapIQ as a reference in the research and opening of new company entities
• Practiced proper data governance and management to Jefferies defined standards and policies

Data Steward

IQVIA

• Maintain client database information & affiliation management
• Analyzed confidential data using OneKey/Harmonizer
• Support system integrations and mass data updates
• Work with client reference data following client rules & standards
• Performed the comparisons between data if there was a match or not
• Extensively used Excel for VLOOKUP’s and sorting information
• Responsible for data cleaning and information management

Argus Information and Advisory Services

• Analyzed large datasets using SQL and Excel to validate client reports
• Extracted data using SQL to create proper tables and pull specific data
• Performed detailed validation tests for data sets belonging to domestic & foreign markets  
• Solved data issues for client presentation and binder creation
• Collaborated with teammates in a project management style

Data Analyst 

Quorum Federal Credit Union

• Facilitated data & document exchange between Quorum and external partners on past due accounts
• Inspected mortgage lien status of 300 loans saving Quorum $12,000 in consultant fee ($40/file)
• Collected documents for external audits with regulators
• Archived 25 years of Note/Mortgages from the Document Custody Vault

Real Estate Analyst 

Entrepreneurial-driven with professional backgrounds in Data Analytics, Finance, and Sales.

Taplio

Michael Serra's Linkedin Analytics

Michael Serra

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