Coordinate the Commercial Meeting Resume

SUMMARY:

To pursue a responsible and challenging position that will utilize my education and experience in Finance, Accounting, Investment and Marketing.

TECHNICAL SKILLS:

Software experience: Excel, Word, PowerPoint II, Harvard - Graph & Database.

PROFESSIONAL EXPERIENCE:

Confidential

Responsibilities:

Work with potential customers from Small Business Commercial Customer to Middle Markets & satisfied customer need & economic profit. Expand relationships with various customers & referral sources, such as CPA, Doctor, Attorney…etc.

Confidential

Coordinate the Commercial Meeting

Responsibilities:

Work with potential customers from Small Business Commercial Customer to Middle Markets & satisfied customer need & economic profit. Expand relationships with various customers & referral sources, such as CPA, Doctor, Attorney

Confidential

Client Manager

Responsibilities:

Work with Manager & Sr.Credit Officer for Commercial Real Estate Loan, Equipment Loan & Deposit for large customers. Client manager have to pass various examine Online including Finance, Deposit, Compliance…etc to get the formal training including

Confidential

Assist Vice President / Business Development Manager, Alhambra, CA

Responsibilities:

Work closely with Regional Manager, Branch manager & Leading Department for Commercial Real Estate, Line of Credit, SBA, Construction & Loan.
Build the team and pre qualify the loan for Alhambra Branch subject to Commercial Real Estate and SBA Loan.

Confidential

Business Relationship Officer

Responsibilities:

Work closely with the management team to achieve the branch deposit and loan goals. Originating Commercial Real Estate Loan, Apartment Loan, SBA Loan, Construction Loan & Land Loan.
Qualified candidates including financial statements and tax return analysis, evaluate collateral, perform cash flow analysis for loan approval and build relationships with customers through cross selling of bank products & services.

Confidential

Financial Service Coordinator

Responsibilities:

Assist clients with editing business proposals, business plan, and cash projection Business/Financial analysis: Experience in financing, loan reviewing, loan packaging and credit reviewing.