Anson So Email & Phone Number

- Establishment and issuance of Mortgage-Back Note Program for selling to Fund Management Company- Portfolio analysis and risk/loss assessment for new business - Unsecured Consumer Lending- Overview of Trust Servicing Department as to manage the delivery of reports and remittance of fund proceeds- Streamline and enhancement of daily logistics and operations- System implementation for loan servicing of mortgage portfolio acquisition from Hong Kong developers

Hong Kong Sar

- Segregated portfolio management and allocation for different investors and fundings- Negotiation for bank funding facility(term and revolving loans) and APLMA documentation review- Business Intelligence and database migration project for generation of reports- Establishment and issuance of Medium Term Note with private banking units of commercial bank- Credit rating process(cashflow and credit enhancement models) with rating agency - S&P and Moody’s for securitization project

Hong Kong, Hong Kong Sar

- Calculation and verification of monthly distribution reports to partner banks and trustee- Sensitivity analysis and simulation of mortgage repayment and revenue models- Stress test and mark-to-market valuation for individual loan and portfolio- Preparation of corporate presentation deck for senior managements - Bank accounts opening and KYC for potential transactions

Hong Kong Sar

- Conducting surveys to identify customer behavior and marketing strategy- Performing delinquency analysis and data mining on credit risk data- Collecting and analyzing competitors’ information to help better understanding on market trend- Testing and supporting online loan application platform- Reporting for sales performance and KPI