About Rick H.
Rick Hall
Zionsville, IN 46077?317.605.4590
www.linkedin.com/in/rick-hall-c?rick.hall.c@gmail.com
Strategic Business Analyst
Achieve Risk and Revenue Goals by Identifying Issues & Key Insigh... more
Rick Hall
Zionsville, IN 46077?317.605.4590
www.linkedin.com/in/rick-hall-c?rick.hall.c@gmail.com
Strategic Business Analyst
Achieve Risk and Revenue Goals by Identifying Issues & Key Insights
for Informed Decision Making
Creative and adaptable leader effectively gathering, analyzing, and gleaning information to improve business performance. Manage risk exposure and provide strategic insights to realize financial goals. Use leadership, presentation, and client-focus skills to retain and grow customer base. Collaborative team member able to learn new programs based on strong technology acumen. Utilize pivot tables to data mine information, converting into meaningful figures. Experience training and mentoring staff to increase overall satisfaction and productivity. Proficient in SAS and Microsoft Office Suite, including VLOOKUP’s and pivot tables.
Risk Assessment | Data Analytics | Client Retention | Project Management
Professional Experience
JPM CHASE, Indianapolis, IN
Client Service Analyst International Accounts ?2020-Present
• Interface with clients in US and internal service partners in the US, Latin America, Canada, EMEA and Asia Pacific to fulfill transaction and documentation inquiries.
• Analyze client inquires and issues, determine the appropriate resolution, provide timely follow-up and be accountable for client satisfaction through ownership of the request from initiation to resolution.
• Resolve issues by identifying underlying or hidden problems and patterns.
• Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, the department and the firm.
• Work independently and escalate complex issues as necessary to resolve customer requests in a timely manner.
• Utilize product knowledge and understanding of differing country and local laws and regulations to action and resolve request appropriately.
• Identify trends impacting clients and use the information to suggest ideas to improve the customer experience.
C4 ARCHITECTURE, Orlando, FL
Business Consultant ?2019-2019
• Act as a consultant to the firm by helping to show best demonstrated practices. Analyze data and work with owner to find alternative procedures and processes to improve invoicing output and times. P&L analysis and proposal review.
Rick Hall?rick.hall.c@gmail.com?Page Two
CITIGROUP, New York, NY
Real Estate Risk Management - Credit Portfolio Senior Manager ?2014 - 2018
• Collected, cleansed and provided analysis of structured and unstructured data used for major business initiatives.
• Achieved Citi Holdings objective to effectively decrease credit exposure by executing sales and liquidation strategies of CitiFinancial (CFS) business. CFS closed and exited direct servicing.
• Improved decision making by implementing reporting infrastructure to track performance of all key related metrics for Real Estate portfolio with $7B in receivables using SAS. Process output used by portfolio manager and reviewed by Chief Risk Officer, CEO, CAO, and Executive Directors.
• Helped achieve successful sales of $7B in Real Estate loans over 4 years by developing reporting and tranche building.
• Ensured open communications, engaging Senior Management Team of Citi Holdings on ongoing basis to review and share results.
• Verified that all asset sale requirements were met through partnership with business functional groups
• Awarded ‘Hero of the Quarter’ 2Q’17 for excellence in providing internal deliverables and external communications with buyer and due diligence firm.
Credit Portfolio Manager?2013 - 2014
• Engaged Chief Risk Officer of Citi Holdings on monthly basis, reviewing and communicating overall results for Real Estate portfolio with $6B in receivables.
• Provided accurate and timely review by assisting in all aspects of sale of over $600MM in personal loans.
Center Manager?2011 - 2013
• Remediated substantial losses during post-recession recovery, providing home modifications.
• Achieved branch office financial objectives by managing non-collectible loans (NCL) and Delinquency plans.
• Attained profit goals, liquidating portfolio of distressed assets.
• Drove superior results in all aspects of loan servicing operation which included loss mitigation and profitable liquidation of stressed loan receivables.
Executive Branch Manager?2007 - 2011
• Raised customer satisfaction by leading pilot program for expanded hours operation with increased staff.
• Increased knowledge of participants by serving as Branch Manager Mentor.
• Achieved KPIs and financial targets by developing and executing strategic business plans, managing profitability, employee hiring and development, revenue growth, sale of ancillary products, loss and expense control, and compliance. Served as liaison with home office departments for corporate strategy, innovation, incentives programs, and audit.
Branch Manager?1997 - 2007
• Selected for District Manager development program based on excellent performance.
• Returned several poor performing branch locations to profitability, including mortgage and personal loan volume, delinquency control, and compliance by providing leadership.
Rick Hall?rick.hall.c@gmail.com?Page Three
Education & Professional Development
? Bachelor of Science (BS), Concentration Major in Finance, Financial Institutions, Ball State University, Muncie, IN 2000
? Named top senior to Delaware County Chamber of Commerce.
? CORe: Credential of Readiness, Pass, Fall 2014 HBX | Harvard Business School, 2015
? Description: HBX CORe (Credential of Readiness) is 150-hour certificate program on fundamentals of business from Harvard Business School (HBS). CORe is comprised of 3 courses - Business Analytics, Economics for Managers, and Financial Accounting - developed by leading Harvard Business School faculty and delivered in active learning environment based on HBS signature case-based learning model.
? Finished 97th percentile business analytics.
