Jaclyn Wai
About Jaclyn Wai
Jaclyn Wai serves as the Assistant Vice President and Business Process Analyst for Enterprise Business Transformation at City National Bank, where she has worked since 2016. With a background in data analysis and process automation, she has implemented various systems to enhance reporting and data management.
Work at City National Bank
Jaclyn Wai has been serving as the Assistant Vice President, Business Process Analyst in the Enterprise Business Transformation department at City National Bank since 2016. In this role, she has focused on improving business processes and enhancing operational efficiency. Her responsibilities include implementing and administering a SharePoint site for the department, which involves creating subsites and tracking logs to manage initiatives and capture user data. Additionally, she has designed and developed Access databases to automate data import and export processes, which has significantly enhanced the reporting and analytics capabilities within the organization.
Previous Experience in Banking
Prior to her current role, Jaclyn Wai worked at Bank of America and Countrywide as an MIS Reporting Analyst and Senior Data Analyst from 2006 to 2009. She also held the position of Assistant Vice President, Business Services Analyst - Deposit Services Support at City National Bank from 2011 to 2016. During her tenure, she led a project that automated the manual data update process of Excel reports, significantly reducing the processing time. Additionally, she worked as a Business Analyst Consultant at Union Bank for a brief period in 2011.
Education and Expertise
Jaclyn Wai earned her Bachelor’s Degree in Management Information Systems with a minor in Computer Science from California State University-Northridge, completing her studies from 1993 to 1997. Her educational background provides her with a strong foundation in data management and information systems, which she has applied throughout her career in various analytical roles within the banking sector.
Data Management and Reporting Skills
Throughout her career, Jaclyn Wai has developed a range of skills in data management and reporting. She has created Tableau reports to replace traditional Excel reports, enhancing data visualization for senior management. Furthermore, she transitioned data import processes from Microsoft Access databases to SQL Server databases, which improved efficiency and data management capabilities within her teams.