Corporate: Improving Onboarding
Experiences for Customers (January 2023 – September 2023)
• Collaborated with the Product team to improve the onboarding experience for prospective clients, significantly reducing accidental rejection rates
• Performed comprehensive data analysis using Looker and Excel to investigate rejection
reasons, identify root causes, and provide actionable insights for improvement
• Tested automation solutions presented by engineering teams and developed SOPs to enhance onboarding workflows which ultimately shortened the underwriting process by 3-4 days
Corporate: Crisis Management- The collapse of Silicon Valley Bank (SVB) (March 2023 – May 2023)
• Processed 300+ SVB applications in one day with zero errors, adhering to KYC and SOPs
• Helped clear a backlog of 5,000 accounts, ensuring smooth portfolio management after the
influx