Yorba Linda California, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: associate banker, loan assistant
Occupation: Business and Finance
Degree: Bachelor's Degree
Career Level: Experienced
Languages: English, Mandarin and Cantonese
Highlights:
Skills:
Business Editor 12/2023 - current
Newstyle Media LLC, , United States
Responsibilities:
• Edit corporate business documents to optimize the message and points.
• Review and edit outgoing social media messages and communication.
• Assist in the drafting internal communication and announcement.
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Treasurer and Fund Trader 11/2016 - 11/2023
Chong Hing Bank Shenzhen Branch- Financial Marketing Department, Shenzhen, China
Main Responsibilities:
• Manages daily funds and transactions, ensuring bank liquidity.
• Initiates transaction instructions to the account manager.
• Utilizes various investment tools to maximize capital returns.
• Ensures all transactions comply with effective authorization.
• Assist in processing loans for financial institutions and conducting KYC reviews.
• Understand the demand, competitors, and characteristics of potential customers in the target market to conduct targeted marketing activities.
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Treasurer and Fund Trader 07/2012 - 11/2016
OCBC Wing Hang Bank (China) Limited, , China
Responsibilities:
• Managed balance changes of the bank's inter-bank accounts.
• Conducted reasonable and compliant fund transactions to ensure bank's daily operations.
• Developed plans for the use of bank long and short debt.
• Handled inter-bank lending, inter-bank deposits, and bond trading transactions.
• Worked with counterparts to improve bank financing capabilities.
• Oversaw trading market and improved bargaining power.
• Confirmed the use of credit lines before transactions to ensure compliance.
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Settlement Clerk 12/2009 - 07/2012
Bank of East Asia, , China
Responsibilities:
• Issued intra-bank position transfer form as per the instructions of the Treasury Department.
• Completed interest calculation for fund lending transactions.
• Handled the entry for rediscount buyout and sellout transactions.
• Entered the settlement system as per the foreign exchange transaction order.
• Compiled bank and accounting statements related to capital transactions.
• Managed liquidation of overseas financial management on behalf of clients.
• Handled background processing and bill management of wealth management products.
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Balance of Payments Reporting Specialist Responsibilities: 12/2008 - 12/2009
MUFG Bank Shenzhen Branch, , China
Responsibilities:
• Processed import and export clearance data in the branch through the monitoring system.
• Prepared balance of payments trade reports for regulatory authorities.
• Handled off-site verification data issued by the supervisory authority.
• Maintained client information for filing management.
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Guangdong University of Foreign Studies 09/2006 - 12/2008
, , China
Degree: Bachelor's Degree
Major:Business English
Program of coursework including Foreign Trade correspondence, Advanced English, English Writing, Business English Translation and more.