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Kevin Cai

Intern at Reams Asset Management
Intro Book
Finance professional with experience in mortgage processing and data management.
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Location
Bloomington, Indiana, United States, US
Languages
  • English Native or bilingual proficiency
  • German Professional working proficiency
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Bio

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Kevin Cai is a seasoned finance professional with experience in mortgage processing, loan operations, and data management. He holds a Bachelor of Science in Accounting and Finance from Indiana University Bloomington and certifications from Bloomberg LP and Microsoft. Kevin has worked at Reams Asset Management, Homeland Mortgage Company, and Argianas & Associates Inc., honing his skills in data analysis, client management, and regulatory compliance.

Credentials

  • Bloomberg Market Concepts Certification
    Bloomberg LP
    Jan, 2021
    - Apr, 2026
  • Microsoft Office Specialist Excel 2016
    Microsoft
    Jul, 2020
    - Apr, 2026

Experience

  • Reams Asset Management
    • Indianapolis, Indiana, United States
    • Intern
      • May 2022 - Present
      • Indianapolis, Indiana, United States

  • Homeland Mortgage Company
    • Westmont, IL
    • Mortgage Loan Processor
      • Jun 2019 - Jul 2020
      • Westmont, IL

      • Obtained clients' background documentation, including tax returns, verifications of employment, bank statements, and insurance status to protect the interests of both lenders and borrowers• Formatted physical files before lender review to comply with various mortgage laws and regulations• Served as the first point of contact for both prospective clients and banks to promote positive and useful communication both within and outside of Homeland Mortgage Company• Processed 50+ mortgages over the span of June 2019-August 2019

  • Argianas & Associates Inc.
    • Downers Grove, IL
    • Clerk
      • May 2018 - Aug 2019
      • Downers Grove, IL

      • Created databases and Excel spreadsheets to optimize file and client contact management efficiency which increased proficiency in Microsoft Office programs• Optimized and managed storage of large quantities of physical work notes, which allowed Argianas & Associates to expand their operations and complete 40% more appraisals year over year• Gained insight into the Real Estate Appraisal Industry (Commercial and Residential)

Education

  • 2019 - 2023
    Indiana University Bloomington
    Bachelor of Science - BS, Accounting and Finance
  • 2015 - 2019
    Hinsdale Central High School
    High School Diploma

Suggested Services

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Industry Focus. “Financial Services”

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