Syndicated Loan Product Manager

• Jan 2020 - Present

．Responsible for primary market bookrun as well as secondary market transactions for Syndicated loans, covering Asia market including Greater China and SEA region SOE/POE deals.．Actively support senior members of the Loan Syndications Group in the origination and execution of syndicated lending opportunities by reviewing prospective syndicated loan deals and assist in reviewing new lead opportunities.．Develop and maintain relationships with partner banks and loan investors in order to syndicate loan participations．Lead bank meetings for syndicated transactions．Work closely with senior members of the team to develop syndication strategies with targeted investor lists on syndicated transactions.．Advise on appropriate structure and pricing for senior debt financings.．Review structure, timing, pricing to market, and executing the distribution strategies of primary syndicated loans.．Advise the creation of Credit Memorandums which describe the transaction to prospective participants.．Create financial and marketing presentations for delivery to various investment committees for approval, including investors, credit committee, and banking syndicate partners.．Analyze and review loan documents and coordinate loan document negotiation process with participant banks.．Analyze transaction structures and market liquidity and conduct deal comparisons.．Facilitate closing of loans including coordinating with title companies, banks, borrowers and investors

Special Assistant To Chief Executive Officer

• Jan 2018 - Dec 2019

Working in New Delhi, India as an expat and act as special assistant to CEO of CTBC Bank Co., Ltd. (India), having led and participated in several strategic projects including USD 30 million capital infusion and branch relocation for branch transformation goals. Working in New Delhi, India as an expat and act as special assistant to CEO of CTBC Bank Co., Ltd. (India), having led and participated in several strategic projects including USD 30 million capital infusion and branch relocation for branch transformation goals.

Management Associate in Corporate Banking Group

• Jan 2016 - Jan 2018

Business Analyst

• Sep 2013 - Sep 2015

- Contributed 19.7% YoY volume growth of unsecured personal loan product in 2014 (full year NTD$29.6B sales) with excellent teamwork through implementing champion challenger model comparison, revamping the pricing model, developing tactical stimulating campaigns and evaluating risk criteria testing programs. - Analyzed payment behavioral and market segmentations in order to provide further targeting segments and portfolio management strategies for business and sales team. - Developed competitive marketing campaigns and initiated in-time campaign tracking based on strategies made. - Presented actionable data insight for business decision making from revenue opportunities to potential risk control. - Conducted quantitative data analysis via SAS and SQL across 2.5 million credit card Teradata’s database and bureau credit information (JCIC) in terms of potential business opportunities.

Intern

• Feb 2012 - Jun 2012

- Coordinated settlement of securities and derivatives operations which including FX spot, forward, NDF and Swaps.- Settled money market transactions including borrowing and lending with other custodian banks. - Constructed automatic trade authorize module, contributed 80% paperless goal and enhanced operation efficiency. - Developed daily dummy/duplicate trades monitoring VBA modules for middle office team. - Coordinated settlement of securities and derivatives operations which including FX spot, forward, NDF and Swaps.- Settled money market transactions including borrowing and lending with other custodian banks. - Constructed automatic trade authorize module, contributed 80% paperless goal and enhanced operation efficiency. - Developed daily dummy/duplicate trades monitoring VBA modules for middle office team.

Summer intern programme

• Jul 2010 - Sep 2010

Initiated cost-benefit analysis report with scenario tests for NT$1.6B outstanding balance non-performing loan portfolio. Initiated cost-benefit analysis report with scenario tests for NT$1.6B outstanding balance non-performing loan portfolio.