DATA ENGINEERING & BI · REGULATED FINANCIAL INSTITUTION BACK TO TECHNICAL
DATA ENGINEERING & BI · REGULATED FINANCIAL INSTITUTION

3Rivers Federal Credit Union

3Rivers is a federally regulated credit union: real member data, enterprise systems, and compliance obligations, staffed by people who had been doing data, AI, and finance work for years. I spent a summer there as a Business Intelligence intern, working close to the data layer on protected systems.

It was also the room where I was the least experienced person present. I spent it asking questions, absorbing how experienced practitioners scope problems and handle data, and carrying what I learned directly into the internship I was running in parallel that same summer.

SHIPPED

Mortgage Inquiry Intelligence Report

Delivered in Power BI. Joined SavvyMoney mortgage alerts with member and loan officer data across three enterprise systems (Alkami, Exasol, network files), cleaning and reconciling mismatched schemas in Power Query, normalizing SSN fields and identifiers. I set up meetings with the mortgage team to learn what would make it genuinely valuable to them, then took their feedback and iterated, building a tool they'd actually want to use, giving officers early visibility into members shopping for a mortgage.

STACK Power BI · Power Query · Exasol

METHOD Stakeholder-driven build with the mortgage team · multi-source sourcing · schema reconciliation · normalized identifiers across mismatched schemas

THE MORTGAGE INQUIRY INTELLIGENCE REPORT · THREE SYSTEMS INTO ONE
ALKAMI SAVVYMONEY MORTGAGE ALERTS EXASOL MEMBER RECORDS NETWORK SERVER FILES LOAN OFFICER DATA THREE SYSTEMS · NEVER DESIGNED TO BE JOINED NORMALIZE + JOIN FIELD LENGTHS STANDARDIZED IDENTIFIERS MATCHED ACROSS SCHEMAS PROTECTED MEMBER DATA · REGULATED ENVIRONMENT MORTGAGE INQUIRY INTELLIGENCE REPORT WARM LEADS · EARLY VISIBILITY LOAN OFFICERS REACH OUT BEFORE THE MEMBER LEAVES THE SIGNAL EXISTED · IT JUST LIVED IN SYSTEMS THAT DIDN'T TALK

FROM MY MANAGER

"Michael is exceptionally adaptive, with a keen ability to quickly assess new situations and respond effectively. He is a proactive communicator who ensures he understands project scopes before execution and follows up after delivery to ensure outcomes were achieved. Also, his positive energy helps assure a great team vibe, making him a great addition to any team."

AVP Business Intelligence, 3Rivers Federal Credit Union