Columbus Ohio, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Financial analyst,
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages: Mandarin Chinese
Highlights:
Skills:Financial modeling, data analysis, Financial statement analysis, Bloomberg
Team Consulting Project, Action-Based Course Experience 02/2019 - 04/2019
Huntington National Bank, Columbus, OH United States
Come up with creative risk factors for indirect auto loan portfolio and build a model to forecast the potential loss for the portfolio
• Analyzed different datasets through regression to identify the unsystematic risk factors for Indirect
Auto loan and RV/Marine loan portfolio and to build appropriate models
• Estimated the risk in different non-traditional stress testing scenarios for Indirect Auto and
RV/Marine loan portfolio
• Delivered results to the management team through an oral presentation and written reports--
Personal Banker (Bilingual English/Mandarin) 10/2019 - current
JP Morgan Chase, Columbus, OH United States
Serve different customers with various questions
Attend to customers' need and assist them in all challenging circumstances
Take professional training to ensure the daily operation of the branch--
Account Resolution Specialist 07/2017 - 05/2018
Dignity Recovery Services, LLC, Reynoldsburg, OH United States
Communicate with debtors and try to bring resolution to accounts
• Corresponded with 100+ debtors daily to resolve unpaid accounts
• Used positive communication and negotiation to solve problems and handle unsatisfied individuals
• Addressed debtors, checked documents and typed notes simultaneously in Simplicity Software to
keep debtors’ accounts updated--
Intern 08/2017 - 05/2018
International Friendships, Inc., Columbus, OH United States
Serve international students at the Ohio State University, and help them to adjust to the new life.
• Promoted welcome events for hundreds of international students at The Ohio State University by
handing out flyers and staffing the IFI booth at the Student Involvement Fair display
• Organized more than 100 students’ rides and check-ins for the Welcome Picnic
• Provided assistance by reporting updated progress to project supervisor--
University of Kansas 08/2014 - 05/2017
Lawrence, Kansas, United States
Degree: Bachelor's Degree
Major:Finance
GPA: 3.71
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