This is a VBA-powered system that automates the generation and categorization of loan delinquency reports. It includes a user-friendly interface where staff select the report type (Past Due, Non-Accrual, etc.) and import raw data. The macro executes over 20 modular operations including filtering, restructuring, reordering, sorting, and cleanup for bank-ready outputs.
A once time-intensive manual process was transformed into a streamlined workflow that now runs in just minutes. By designing a custom macro to automate everything from data preparation to report organization, it now ensures speed, consistency, and accuracy. This project not only improved day-to-day efficieny but also set the stage for broader reporting automations across an organization.
Chains over 20 individual modules to clean, organize, section, and enhance raw data into final report format.
Loan records are automatically grouped into 1–30, 31–60, 61–90, Over 90 Days, Matured, and Non-Accrual buckets.
Reorganizes critical fields like Company Name, Amount Past Due, and Non-Accrual Date for clarity and logic.
Auto-generated boxes display totals by section, including balances, exposure, and percentage of net portfolio.
Non-Accrual loans are sorted to place loans with the most recent Non-Accrual Date at the top, ensuring critical accounts are reviewed first.
A clean panel interface allows staff to choose report type and initiate automation with minimal training.