JPMorgan Chase · 2023
Automating a credit-reporting workflow
Reducing repeated manual work while preserving the reporting output.
My role Product intern · portfolio reporting analysis and VBA automation
Context
Credit officers used an internal platform for financial spreading and credit-risk analysis. Portfolio reports and summaries still involved repeated manual processing.
Decision
I analysed the reporting issues and built a VBA automation around the required output format.
Outcome
The workflow reduced manual reporting effort by approximately 90%.
Evidence & scope
The wider role included portfolio migration, financial-statement models, support and release testing.
A closer look
Open the parts you want to explore.
Understand the people using the output
Working with credit officers on product questions and onboarding helped me understand how the reporting fit their day-to-day analysis.
Automate the repeatable work, preserve the output
I analysed the reporting issues around the existing portfolio reports and kept the required output format intact. The VBA workflow automated the repeatable processing and reduced the manual reporting effort by approximately 90%.
Work around the workflow
The internship also included specialised portfolio migrations, work on financial-statement models, product onboarding and support, and monthly feature testing. KPI and regulatory-reporting support remained part of the role rather than separate portfolio projects.
Source notes
Product and finance résumés, career narrative, and my corrected ~90% figure. No bank records, screenshots, or customer information are published.