David Chun Email & Phone Number

Greater Los Angeles Area

Interview and review applicants’ financial status, credit, and property evaluations to determine general creditworthiness of the prospect and feasibility of the specific loan request.Analyzing property appraisals, business valuations, and environmental reports.Perform cash flow analysis on borrowers/guarantors; business and global cash flow utilizing tax returns along with interim profit & loss, balance sheet documents.Reviewing all financial, legal, escrow, title documents to assess accuracy and capacity of applicant.

Analyze and investigate transactions to determine if suspicious in nature; take appropriate action accordingly and maintain proper documentation.File reports for all suspicious activities; data entry utilizing various programs such as BAM, FIS, Banker’s Toolbox.Responsible for ensuring clients comply with bank policies, procedure and regulatory requirements including Bank Secrecy Act, Anti-Money Laundering and USA Patriot Act. 1+ year Currency Transaction Report (CTR) specialist.

3550 Wilshire Blvd. Suite 1750

Scouted, initiated contact, and maintained relationships with over 150 potential clients via numerous digital platforms such as Facebook, LinkedIn, and networking events. Analyzed and prepared financial plans to help manage client’s finances, minimize risk, and meet their insurance needs & long-term goals.Actively participated in finance seminars to hone knowledge of financial products & servicesAttended numerous networking events to build a stronger network and improve public speaking skills. Advised families & individuals on how to improve finances and better prepare for long-term investments.

Bachelor'S Degree, Media

Activities and Societies: Bilingual Community

Education record