Dan Wilson
Business Analyst, Underwriter, Risk Professional, Credit Professional
- Role
- Risk Review Analyst at Intuit
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Dan Wilson
My mission is to leverage my expertise in Banking/Fintech to drive innovation, foster excellence, and create value for both my team and organization. I am committed to continuous learning, ethical decision-making, and building collaborative solutions that not only meet but exceed business objectives, while positively impacting the lives of those I work with.
Experience
Risk Review Analyst
Mar 2022 — Present · Plano, TX, US
Developed and implemented QA protocols and checklists for case reviews, increasing consistency and accuracy across multiple departments- Analyzed credit data and prepared risk assessments on complex credit applications, utilizing advanced data analysis techniques to drive accurate, data-backed recommendations- Ensured full compliance with regulatory requirements and internal policies, consistently passing audits with no major findings. Collaborated with policy, compliance, and governance teams to ensure alignment of QA processes- Led cross-functional audits to evaluate compliance with regulatory standards and internal credit policies, ensuring adherence to federal, state, and industry guidelines- Facilitated continuous improvement enhancements that lead to a 2 minute AHT reduction for follow-up cases, creating more efficient use of resources and better customer experience- Prepared detailed credit risk reports and executive summaries, highlighting insights into portfolio trends and risk exposures to support strategic decision-making by senior management- Collaborated with cross-functional teams to address quality issues, streamline processes, and enhance overall decision quality of case reviews and a positive customer experience- Developed and implemented a standardized process documentation framework and centralized library, improving accessibility and ensuring consistent adherence to policies and procedures across the risk organization with ~400 people.
Education
East Texas A&M University
Master of Business Administration - MBA, Finance, General
2018 — 2020
Stephen F. Austin State University
Bachelor of Business Administration, Business Administration and Management, General
2004 — 2009
DeSoto High School
H.S. Diploma
1999 — 2003
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