https://github.com/madhursinghbhadoriya/bank-loan-report_project

Bank Loan Report: Data-Driven Insights for Effective Lending Strategies
https://github.com/madhursinghbhadoriya/bank-loan-report_project

documentation sql-server sqlite-database ssms tableau-desktop

Last synced: 27 days ago
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Bank Loan Report: Data-Driven Insights for Effective Lending Strategies

• Host: GitHub
• URL: https://github.com/madhursinghbhadoriya/bank-loan-report_project
• Owner: MadhurSinghBhadoriya
• Created: 2024-07-11T01:15:36.000Z (4 months ago)
• Default Branch: main
• Last Pushed: 2024-07-14T11:50:43.000Z (4 months ago)
• Last Synced: 2024-10-12T07:01:54.387Z (27 days ago)
• Topics: documentation, sql-server, sqlite-database, ssms, tableau-desktop
• Homepage:
• Size: 1.3 MB
• Stars: 1
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

Awesome Lists containing this project

README

        
# Bank-Loan-Report_ BFSI Project

• Designed and developed interactive dashboards (Summary, Overview, Details) for d Bank Loan Report application.

• Tracked and visualized Total Loan Applications, Funded Amount, Amount Received, Interest Rates, and Debt-to-Income Ratios to identify trends and patterns across loan Status, Region, Term, Purpose, and borrower details, facilitating comprehensive evaluation of loan health and its performance.

• Utilized various chart types (line charts, filled maps, donut charts, bar charts, tree maps) for clear and insightful representation of loan data.

• Empowered data-driven decision making for loan approvals, strategy adjustments, and risk management by delivering user-friendly dashboards with actionable insights on loan portfolio health and profitability.

Summary Dashboard

    Objective: Monitor and assess bank lending activities and performance.

    Key KPIs:

        Total Loan Applications

        Total Funded Amount

        Total Amount Received

        Average Interest Rate

        Average Debt-to-Income Ratio (DTI)

    Good Loan KPIs:

        Good Loan Application Percentage

        Good Loan Applications

        Good Loan Funded Amount

        Good Loan Total Received Amount

    Bad Loan KPIs:

        Bad Loan Application Percentage

        Bad Loan Applications

        Bad Loan Funded Amount

        Bad Loan Total Received Amount

    Features: Provides insights for data-driven decisions, tracks loan portfolio health, and identifies trends for strategic lending.

Loan Status Grid View

    Objective: Gain a comprehensive overview of lending operations and monitor loan performance.

    Metrics:

        Total Loan Applications

        Total Funded Amount

        Total Amount Received

        Month-to-Date (MTD) Funded Amount

        MTD Amount Received

        Average Interest Rate

        Average Debt-to-Income Ratio (DTI)

    Features: Categorized by 'Loan Status,' enables in-depth analysis and understanding of loan performance.

Overview Dashboard

    Objective: Visually represent critical loan-related metrics and trends.

    Charts:

        Monthly Trends by Issue Date (Line Chart)

        Regional Analysis by State (Filled Map)

        Loan Term Analysis (Donut Chart)

        Employee Length Analysis (Bar Chart)

        Loan Purpose Breakdown (Bar Chart)

        Home Ownership Analysis (Tree Map)

    Features: Enhances visualization and communication of loan-related insights, supports data-driven decisions and strategic planning.

Details Dashboard

    Objective: Provide a consolidated view of essential loan information.

    Features:

        Holistic snapshot of key loan-related metrics and data points

        User-friendly interface for accessing vital loan data

        Supports detailed insights into loan portfolio, borrower profiles, and loan performance