Alex DaCosta

Bachelor's

Finance

dv01

data analyst

• Generate accurate borrowing base/monthly servicing reports for clients to send to their lender, using R(dplyr) to manipulate and cleanse standardized/normalized data. Each report showing current loan level metrics surrounding the credit facility along with its historical information • Formulate and populate data in excel using a variety of excel functions to synthesize data into an accurate final output for meaningful business insight • Build out, structure, and functionalize R(dplyr) scripts around data input and the facilities unique financial conditions • Query normalized and standardized datasets using R(dplyr) and SQL to determine and calculate any loan level metrics needed in each report. Use queries to troubleshoot and analyze any errors and inaccuracies. • Collaborate directly with clients, loan originators, and lenders when onboarding each credit facility while working directly with internal data engineers and loan originators to align data collection and data integration • Examine legal credit agreements for each credit facility deal to ensure accuracy in the creation of the report along with altering the process/report when new amendments are agreed upon between the borrow and lender • Communicate with clients proactively when borrowing was needed and expedite all requests efficiently