Experience

Mortgages Allied First Bank

• Financial Services
• 1 - 100 Employee

• Loan Account Manager

  • Dec 2020 - Present

  In charge of borrower on boarding and perform evaluation for borrowers’ conditions (Credit, Capacity, Collateral, etc) for Conventional, Non-QM and government loan programs to ensure compliance; Work closely with underwriter, review and verify the accuracy of all the application documents, including income, assets, disclosures, credit report, and others necessary, identify risk and red flag events; Coordinate between borrowers and lenders through the loan process in order to make sure all related parties are notified if any changes of circumstances occur; Communicate with various lenders to select suitable loan program for client, work on approval conditions and manage pipelines by reports and manage loan closings. Maintain pipeline and open communication with clients, Account Executives, Title Escrow and other 3rd parties, facilitate the processing for CTC approval; Order VOE, VOD, VOM, Appraisals, Credit report, Tax Transcripts through Encompass, order title documents and supplements for assigned cases; Attend timely Federal/State training courses and company product training meetings, training new LOs and LPs as needed. Show less



Inland Energy, Inc

• Renewables & Environment
• 1 - 100 Employee

• Senior Business Development Specialist

  • Oct 2011 - Present

  Develop and present financial report and investment seminars for clients and prospects, managing investment projects (such as Commercial Real Estate, Energy, Infrastructures, Senior Medical, etc); Identify accredited investors and prospective clients in need of investment guidance and optimize partners agreement to fit their investment strategies; Introduce project economic facts and use IRR and NPV to explain investment returns, measure and assess investor preference and satisfaction, follow up with investors on timely manners; Conduct industry research to discover undervalued investments with long term sustainable growth, illustrate data graphically, and translate complex findings into written report; Evaluate on-going projects' Budget & Expenditure performance, seek and provide information to help management board determine next phase strategies for all projects. Show less



Yahoo

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Account Support Specialist

  • Sep 2010 - Dec 2010

  Yahoo!-Microsoft search alliance transition project Support Sales & Finance Teams to track accounts changes and activities Tracked and reviewed customer timely statements, meanwhile assist Customer Solution Team’s daily operation Yahoo!-Microsoft search alliance transition project Support Sales & Finance Teams to track accounts changes and activities Tracked and reviewed customer timely statements, meanwhile assist Customer Solution Team’s daily operation



California Air Resources Board

• United States
• Government Administration
• 700 & Above Employee

• Analyst Intern

  • Feb 2010 - Jun 2010

  Assisted in the organization of administrative records by tracking all divisions project dynamics and contracts Performed analysis to measure and accurate program’s budget & expenditure, forecasting the future cost Created quantified expenditure measure sheet to assist manager supervise all division’s performance Assisted in the organization of administrative records by tracking all divisions project dynamics and contracts Performed analysis to measure and accurate program’s budget & expenditure, forecasting the future cost Created quantified expenditure measure sheet to assist manager supervise all division’s performance



BMW Financial Services NA, LLC

• United States
• Financial Services
• 700 & Above Employee

• Risk Management Intern

  • Mar 2008 - Jun 2008

  Provided ad hoc support on sales portfolio analysis, applied Pivot Table to generate timely key ratio charts Maintained daily collection control sheet and payment records, constructed retail business data pool Optimized customer’s payment method and re-designed working procedure Applied company’s SAP system to track each account payment history and service summaries. Provided ad hoc support on sales portfolio analysis, applied Pivot Table to generate timely key ratio charts Maintained daily collection control sheet and payment records, constructed retail business data pool Optimized customer’s payment method and re-designed working procedure Applied company’s SAP system to track each account payment history and service summaries.