Kuan Wei (Andy) Chen, Mba Email & Phone Number

Taiwan

Zen Investment in Property (Ziip) is a real estate crowd funding platform specialized in retail property market. https://ziip.com.tw/

Taiwan

Developed go-to-market strategy for real estate product line, contributing 40% YoY total revenue growth with outstanding balance over USD 3Mio

Taiwan

•SME Portfolio Management: Conducted 24 dealers’ credit memoranda representing $ 120 Mio of credit facilities, including managing risk profiles of 4 best-selling brands under Volkswagen group•Efficiency Improvement: Streamlined credit review processes and improve delivery performance by 20%

Taipei City, Taiwan

-Executed all aspects of the audit function, including determination of scope, preparation of the audit planning memorandum, performance of on-site test work and presentation to senior management-Conducted independent audit engagements in all areas of the Bank, including Corporate Finance, Anti-Money Laundering program and Commercial Real Estate Lending for global subsidiaries

Greater Chicago Area

-Analytics and Modeling Review: Assess comprehensive validation of financials models using statistical tests and regulatory standards. Projects include AML, Fraud, Business Strategy and RBWM models -Communication: Liaise with line of businesses to cross-examine model components. Compose model review reports addressed to senior business managers and global risk committee-Project Management & Training: Managed and Achieved objectives for full implementation of the new global model… Show more -Analytics and Modeling Review: Assess comprehensive validation of financials models using statistical tests and regulatory standards. Projects include AML, Fraud, Business Strategy and RBWM models -Communication: Liaise with line of businesses to cross-examine model components. Compose model review reports addressed to senior business managers and global risk committee-Project Management & Training: Managed and Achieved objectives for full implementation of the new global model inventory system (GMIS) which included the training 35 users of its specifications-Process Improvement: Designed streamlined work procedures and introduced automated tools for monthly regulatory reports, improving efficiency by 60%. Show less

Vietnam

-Business Analytics: Conducted due diligence on 20 borrowers and prepared reports critical to credit line approval, increasing loan base by 6%-Leadership: Managed a Vietnamese project team of 5 to develop specific regulatory required projects. Collaborated with Taiwan-based software team and Operations Department on required specifications. Finished the project on schedule and reduced forecasted work time by 20%

Taiwan

-Communication: Presented in-depth Credit Approval Summaries totaling $50MM to the Credit Control Committee; underwrote 25 potential borrowers’ repayment capabilities-Loan Structuring: Managed all phases of the analysis of the financial packages for 5 major localconstruction companies, including on-site evaluation of properties, preliminary and final structuring of the deal. Generated $15MM in loan commitments-Credit Research: Performed related fundamental analysis on major… Show more -Communication: Presented in-depth Credit Approval Summaries totaling $50MM to the Credit Control Committee; underwrote 25 potential borrowers’ repayment capabilities-Loan Structuring: Managed all phases of the analysis of the financial packages for 5 major localconstruction companies, including on-site evaluation of properties, preliminary and final structuring of the deal. Generated $15MM in loan commitments-Credit Research: Performed related fundamental analysis on major borrowers, evaluating appropriate loan structures and repayment schedules. Deal experience included $10MM equipment loan for solar cell company, $7MM collateralized loan for IC design company, and $3MM working capital for trading company. Grew branch’s corporate finance loan base by 7% annual increase ($108MM to $116MM) Show less

Taiwan

-Teamwork: Spearheaded inter-branch loan syndications by collaborating with appraisers, lawyers, and management to reach contract agreements with clients. Delivered a detailed credit report to the bank’s Commercial Credit Committee that resulted in 8% increase in mortgage base-Business Development: Originated and executed $50MM in loans to 150 clients by analyzingapplicants’ financial status and credit, evaluating mortgage value and providing appropriate counsel on fields such as… Show more -Teamwork: Spearheaded inter-branch loan syndications by collaborating with appraisers, lawyers, and management to reach contract agreements with clients. Delivered a detailed credit report to the bank’s Commercial Credit Committee that resulted in 8% increase in mortgage base-Business Development: Originated and executed $50MM in loans to 150 clients by analyzingapplicants’ financial status and credit, evaluating mortgage value and providing appropriate counsel on fields such as unsecured personal loans, mortgage loans and renovation loans Show less

Master Of Business Administration (Mba), Finance

Activities and Societies: Alpha Asset Management Club, Graduate Finance Association, Asian Business Association -Concentrations: Finance.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Economics Student Association President of Billiard Club