Jordan Schantz

Experience

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  PNC

  Mar 2017 - Sept 2021

  Business Analyst

  -Drove the development and review of processes and procedures, workflow analytics, and reporting.-Developed and maintained all applicable policy and procedure documentation.-Translated business needs, processes and/or procedures by partnering with applicable experts and business stakeholders-Worked with Department heads and Group Managers to gather information on new business needs to translate into new and/or improved processeso Utilize Tableau reporting system to create and distribute analytical reports to department heads and executiveso Write beginner level queries for data sets to be utilized for Tableau dashboard creation Show less

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  Quontic

  Sept 2021 - Oct 2022

  Mortgage Analyst

   Employed as a business analyst; collaborated with executive leadership in designing new dashboardsfor mortgage leaders and management using efficient methods. Used Encompass reporting and data capabilities to show KPI’s for all sales and operations teams;wrote queries in DAX/Power Query for manipulating datasets in Power BI. Designed and delivered critical reporting for the OCC to including developing/writing intermediatelevel SQL queries for transitioning data from the source. Teamed with various personal from digital banking, marketing, and accounting teams; aligned goals,business needs, and data by leveraging Asana use as a project management tool. Represented the mortgage division in the advisory council; centralized data tools and methods acrossthe company. Show less

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  Ally

  Oct 2022 - now

  Sales Performance Analyst Sr

   Performed duties as a sales performance analyst; created a reporting system for regional salesexecutives for direct use- generated additional rewards and businesses from key clientele. Oversaw sales & marketing budget and allocation of resources for regional sales contests; managedbudget meetings for holistic/targeted promotions on budgets, KPI development, and tracking data. Designed and implemented large-scale reports; completed comprehensive analysis on clientengagement metrics for each sales region; and developed weighted system for metric as a KPIgrading system for sales performance. Provided vital support to account executives across assigned regions for business development andcustomer issues- ensured 100% customer satisfaction. Served as a representative of sales performance as a member of the field advisory council; presentedconcerns and needs of the sales team- updated, created, and maintained new metrics/reports for fielduse. Show less