Category: BANKING

         BANKING OFFICER         Professional Summary    l An adaptable and responsible IT Savvy seeking an mid-level position in the Finance, Technology or Fintech market.
l BA in Economics with a master's degree in Management and my current job as a Banking Officer has provided me with a
 well-rounded background and enabled me to develop an analytical/logical approach to tasks, software skills, and the ability
 to work under pressure.
l Talented Director of Finance with one-year background in sponsorship, fundraising and private event planning. Skilled in
 devising marketing plans to promote venues and events services. Proven history of building business through personal and
 professional networking.      Skills          NMLS # 1796859  Business development expertise  Project Management  Confluence, Jira, Salesforce, SQL  Sales professional  Financial Analysis  Strategic plans  Google G Suite, Keynote, Microsoft Office  Technology-savvy  Accounting, Recruitment  Banking, Sales  Budget, SQL  Business development, Strategic  Credit, Strategic plans  Client, Website  Decision-making, Articles  Documentation      Due diligence  Finance  Financial  Financial Analysis  Financial statements  Mandarin  Marketing  Sstrategy  Marketing  Market  Marketing collateral  Money  Microsoft Office  Mortgage originator  Newsletters  POS  Presentations  Pricing strategy  Producer  Project Management  Public relations  Purchasing  Real estate            Work History      Banking Officer  ,     10/2018   to   Current     Company Name   –   City  ,   State      Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues.  Complied with regulatory requirements, including the bank Secrecy Act, Anti Money Laundering & OFAC, etc.  Top 3 Loan Sales producer and Top 1 Mortgage originator in North Denver market.  Analyzed financial credit and underwrote to determine loan feasibility.  Developed and maintained strong relationships with local real estate agents and small business owners.  Supervised Asian Banking Center and directed internal activities, including community events and newsletters.         Director of Finance  ,     05/2019   to   Current     Company Name   –   City  ,   State      Assessed budget plans and present costs to forecast trends and recommend changes.  Executed financial due diligence tasks on daily basis to maintain optimal organization finances.  Planned and designed product and pricing strategy for membership, increasing membership by 200%.  Directed the Finance Committee and conducted the organization's annual budget and financial strategic plan.  Formulated, prepared, and issued financial statements with 10% increased efficiency to ensure timely deliverables.         Marketing Specialist  ,     08/2017   to   09/2018     Company Name   –   City  ,   State      Created, improved, developed marketing strategic plans on the company's website and social media.  Mentored and guided the executive team during business development decision-making to optimize profitability, marketing
 strategy, and communications planning.  Increased credibility and client awareness by developing technical/non-technical marketing collateral and presentations,
 public relations campaigns, articles, and newsletters.  Built 10+ strong partnerships with recruitment agencies, universities, and student associations.         Retail Store Manager  ,     08/2014   to   07/2015     Company Name   –   City        Managed all aspects of store operations, including organization, maintenance, and purchasing functions.  Kept orderly and accurate accounting records by monitoring sales documentation.  Improved sales process and track with the implementation of a new point of sale (POS) system.         Education      Master of Management  :   Business Management  ,   05/2017     Colorado State University   -   City  ,   State           Bachelor of Arts  :   Applied Economics  ,   05/2013     National University of Kaohsiung - Taiwan               Work History      Banking Officer  ,   10/2018   to   Current     Company Name   –   City  ,   State      Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues.  Complied with regulatory requirements, including the bank Secrecy Act, Anti Money Laundering & OFAC, etc.  Top 3 Loan Sales producer and Top 1 Mortgage originator in North Denver market.  Analyzed financial credit and underwrote to determine loan feasibility.  Developed and maintained strong relationships with local real estate agents and small business owners.  Supervised Asian Banking Center and directed internal activities, including community events and newsletters.         Director of Finance  ,   05/2019   to   Current     Company Name   –   City  ,   State      Assessed budget plans and present costs to forecast trends and recommend changes.  Executed financial due diligence tasks on daily basis to maintain optimal organization finances.  Planned and designed product and pricing strategy for membership, increasing membership by 200%.  Directed the Finance Committee and conducted the organization's annual budget and financial strategic plan.  Formulated, prepared, and issued financial statements with 10% increased efficiency to ensure timely deliverables.         Marketing Specialist  ,   08/2017   to   09/2018     Company Name   –   City  ,   State      Created, improved, developed marketing strategic plans on the company's website and social media.  Mentored and guided the executive team during business development decision-making to optimize profitability, marketing
 strategy, and communications planning.  Increased credibility and client awareness by developing technical/non-technical marketing collateral and presentations,
 public relations campaigns, articles, and newsletters.  Built 10+ strong partnerships with recruitment agencies, universities, and student associations.         Retail Store Manager  ,   08/2014   to   07/2015     Company Name   –   City        Managed all aspects of store operations, including organization, maintenance, and purchasing functions.  Kept orderly and accurate accounting records by monitoring sales documentation.  Improved sales process and track with the implementation of a new point of sale (POS) system.         Interests    COMMUNITY LEADERSHIP AND INVOLVEMENT
, Asian Pacific Development Center - Volunteer (2019 - Current)
Center for Asian Pacific American Women - Conference Committee (2019)      Languages    Bilingual in Mandarin      Skills     NMLS # 1796859  BBusiness development expertise  PProject Management  CConfluence, Jira, Salesforce, SQL  SSales professional  FFinancial Analysis  SStrategic plans  GGoogle G Suite, Keynote, Microsoft Office  TTechnology-savvy,  Accounting, Banking, budget, Business development, credit, client, decision-making, documentation, due diligence, Finance, financial, Financial Analysis, financial statements, Mandarin, marketing  Sstrategy, marketing, market, marketing collateral, Money, Microsoft Office, Mortgage originator, newsletters, POS, presentations, pricing strategy, producer, Project Management, public relations, purchasing, real estate, recruitment, Sales, SQL, strategic, Strategic plans, website, articles