Savannah Hartvigson
Charlotte
Summary
I am naturally drawn to challenge, intrigued by complexity, & intellectually curious. With a personable and passionate approach, I am a quick learner and hold the capacity to connect with people of all backgrounds. Eager for opportunities to strengthen these skills, as well as to incorporate others.
Overview
9
9
years of professional experience
Work History
Credit Risk Analyst
Ally Bank
Charlotte
07.2025 - Current
- Executed tool testing and metric validation, led ABS Power BI project, and shared actionable insights while cleaning data to enhance reporting accuracy.
- Led review of external news/data cadence, delivered trend deep dives, and validated asset quality reporting with summarized findings to ensure accuracy.
- Conducted cross-functional AI tool testing, authored desktop procedures for policy-compliant testing, provided credit trend updates, and organized engagement initiatives to strengthen governance.
Portfolio Management Intern
Ally Financial Inc.
Costa Mesa
05.2024 - 08.2024
- Managed 8 auto dealer group portfolios by reviewing daily reports, analyzing financial statements, and providing recommendations based on portfolio standing.
- Developed strategic financial analyses to enhance decision-making processes (Able2Extract Project).
- Engaged in learning financial reporting, analysis, accounting, and tax strategy.
Legal Assistant
The Law Office of Christina Krywuki White
San Diego
04.2021 - 08.2021
- Ensured compliance with relevant legal requirements throughout case management processes.
- Managed five client cases daily, organizing documentation and resolving discrepancies.
- Streamlined case management by assigning tasks, ensuring timely completion within cash-based system.
Financial Advisor Assistant
Phoenix Private Wealth Management
San Diego
08.2017 - 06.2021
- Managed 40 client portfolios, overseeing officialization of essential documents including loans, wills, stocks, and checks.
- Streamlined document management process, improving client file retrieval efficiency.
- Digitalized over 20 years of client files, reducing retrieval time by more than 75%.
Education
Bachelor of Arts - Finance
California State University of Fullerton
Los Angeles, CA05-2025
Skills
- Credit analysis
- Financial modeling
- Data visualization
- Financial reporting
- Risk assessment
- Portfolio management
- Team collaboration
- Basic Power BI, SQL, Python skills
Affiliations
Social Service Volunteer, Water Coloring, Chess, Yoga, Reading, Kickboxing
Timeline
Credit Risk Analyst
Ally Bank
07.2025 - Current
Portfolio Management Intern
Ally Financial Inc.
05.2024 - 08.2024
Legal Assistant
The Law Office of Christina Krywuki White
04.2021 - 08.2021
Financial Advisor Assistant
Phoenix Private Wealth Management
08.2017 - 06.2021
Bachelor of Arts - Finance
California State University of Fullerton