1. Danny Li, MBA
P: (626)348-8300 C: (714)420-5351
Pasadena,California Email: tigerchunli@gmail.com
Bank of America, Thousand Oaks, California
Consumer Products Manager, Vice President Dec 2009 – Dec 2015
- Strategic Analysis - Using SQL and Excel Pivots, compiled data to identify opportunities to focus efforts to increase
collections and minimize loss on the servicing portfolio. Segmented loans into categories, assigned groups of loans
to front line associates to focus collection energies, testing different initiative effectiveness, tracking results in
tables and creating weekly tracking reports.
- Reporting and Analysis – Collected data from disparate sources, cleaned up and aggregated data into central
tables where data could be analyzed. Created OLAP pivot tables to visualize data in usable format, identify trends,
and research levers to understand impacts. Developed and delivered report results to executive managers and
maintained reports as needed.
- Executive Reporting - Support for Executive Management for creation of ad-hoc reports, data management and
process improvement in day-to-day operational activities.
- Project Management – Led team in tracking and analyzing 2M ($5B+) loans to be sold to outside servicers.
Created and managed weekly and monthly tracking reports to keep loans in line and track their progress, ensuring
timely and efficient transfer of loans. Conducted weekly meetings with LOBs to ensure project was progressing on
the right glide path, utilizing SQL/Excel/PowerPoint for data and reporting needs.
- Project Implementation - Managed customer segmentation process for HFI portfolio. Managed team of four
direct reports and other dotted line reports to ensure weekly delivery of new segmentation assignments for 60+
front line customer service associates.
- Data Analysis - Collaborated with portfolio owners to develop exclusion criteria waterfall, segment customers by
analyzing data with SQL to ensure maximum collection effectiveness.
Enterprise Risk Manager, Vice President Jul 2009 – Nov 2009
- KPI Reporting - Managed KPI report for collections and reporting by working with stakeholders to collect and
aggregate data.
- Reporting and Analysis - Led monthly meeting to review results and identify any anomalies in the numbers.
Developed project plan for improving metrics that were not in green status.
Portfolio Analytics, Vice President Jul 2004 – Jun 2009
- Model Development - Collaborated with Executives in building modification-pricing models to determine optimal
note rate and/or principal reduction to improve probability of cash flow for distressed loan portfolio. Incorporated
prepayment and future performance assumptions based on normalized historical data trends to predict
anticipated increase to monthly payment collections.
- Data Management - Point person for data management in litigation projects for Countrywide/Bank of America in
2008. Managed data identification and business intelligence logic for data elements required by U.S Senators,
Congressmen and State Attorney’s General. Created and managed reporting for AG quarterly submissions.
Collaborated with inside/outside counsel to produce responses to official inquiries to loan performance. Managed
HopeNow data and survey submissions.
- Report Building - Designed and managed publication of 100+ page monthly Portfolio Performance Executive
Package. Reports provided insight to trends, anomalies and key points. Package provided to C-Level executives on
a monthly basis. Also provided ad-hoc reports to further delve into specific populations in question.
- Management - Ensured completion of 50+ monthly reports and 70+ ad hoc reports for executive management and
external clients. Planned and prioritized projects, workloads and direction of my reporting team of 11 analysts.
Managed all data submissions to rating agencies (S&P, Fitch, Moody’s), conducted discussions with rating agencies
on how the data was used, interpreted and reported.
Deutsche Bank, Santa Ana California
Portfolio Analyst Oct 1999 – May 2002
- Financial Analysis - Responsible for $120 millionin monthly bond payments for CDO/MBS/ABS transactions.
Reconciled financial modeling anomalies for these transactions.
- Modeling - Created cash flow models for new ABS transactions. Models were created in Excel and VBA to ensure
accuracy and efficiency of monthly calculations and payments.

2. Danny Li, MBA
P: (626)348-8300 C: (714)420-5351
Pasadena,California Email: tigerchunli@gmail.com
Achievements
- Designed process and data mart for Hurricane Report tracking in 2005. Supported entire bank for disaster
reporting. Became central reporting point for all disasters for the Bank.
- Designed curriculum for ARU (Analyst Resource University) Analyst course. Trained the trainers on how to present
and teach the class.
- I.A.M. Perfect Award Winner 2006 (Investor Accounting Management)
- R.O.S.E Award Winner 2007 (Recognition Of Servicing Excellence)
- Built Special Projects reporting group from 2 analysts to an 11 member analyst group, supporting C-Level
Executives, providing Ad-hoc reporting, analysis and implementation.
- Worked with consultants to design and implement customer centric collections group. Process supported a group
of over 60+ frontline customer representatives and 60+ back office support associates.
- Managed data mart for servicing transfer of over 2 million loans. Tracked and kept monthly reports for loan
populations and provided to all users in operational departments.
Work History
Bank of America Companies
Consumer Product Strategy Manager, Vice President Dec 2009 – Dec 2015
Enterprise Risk Manager, Vice President Jul 2009 – Nov 2009
Portfolio Analytics, Vice President Jul 2008 – Jun 2009
Countrywide Home Loans
Portfolio Analysis, Vice President Sep 2007 – Jun 2008
Financial Analysis, Assistant Vice President Sep 2006 – Aug 2007
Special Projects, Manager Jul 2004 – Aug 2006
IndyMac Bank
Statistical Risk Intern Jun 2003 – May 2003
Deutsche Bank
Financial Analyst Apr 2000 – May 2002
Financial Assistant Oct 1999 – Mar 2000
Education
Carnegie Mellon University, Tepper School of Business, Pittsburgh, Pennsylvania
Master of Business Administration MBA Jun 2004
Finance, Strategy, Accounting
University of California, San Diego, La Jolla, California
Bachelor of Arts Jun 1999
BA Economics, BA Chinese Studies
Udemy.com - Online Courses in Tableau and R Jun 2016
Additional
- SQL, Visual Basic, Microsoft Office Suite, Relational Databases, OLAP cubes, Pivot Tables, Data Mining, Trend
Analysis, Performance Reporting, Manage KPI Reporting
- Experience in: iPortal, AS400/iSeries, Loan Administration Mortgage Portal (LAMP), Loan Modification Portal
(LMP), SharePoint, SAS