Gwendolyn Wong

Gwendolyn Wong Email and Phone Number

Credit and Risk Management Executive, Board of Directors, Mentor @ LENDonate, Inc.
Gwendolyn Wong's Location
San Francisco Bay Area, United States, United States
Gwendolyn Wong's Contact Details
About Gwendolyn Wong

Gwendolyn Wong is an accomplished C-Suite and Senior Executive with success at a wide range of financial institutions; large international, national, and regional banks, credit unions, and privately owned community banks. Gwen is valuable to companies who are interested in growth within a safe and sound, regulatory environment. She has expertise in profit and loss management, regulatory compliance, training, and development critical to retention of high performers, finance, audit, and operations. Her hands-on experience brings practical solutions for strategic and visionary growth.Gwen is a natural leader who is well-versed with Board governance, forming vision and innovation, with the ability to guide successful implementation of strategic priorities. Her passionate leadership approach has created solid foundations and infrastructures that allow for scalable revenue production and growth. This results in profitability and shareholder value. She consistently enables a solid culture of mentoring and support that allows high performing teams to flourish and succeed. She seeks diversity and inclusion of all voices which sets in motion limitless approaches to future success.Gwen’s core technical competencies are in assessing credit quality and risk management strategies. Her broad credit and lending expertise span: commercial & industrial lending for middle market companies, small businesses, and corporate syndications; private banking clientele, commercial real estate and construction lending, SBA/CA Guaranty lending, member business lending, and consumer lending. She consistently demonstrates timely problem loan identification and resolution capabilities which enable quality loan production growth.

Gwendolyn Wong's Current Company Details
LENDonate, Inc.

Lendonate, Inc.

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Credit and Risk Management Executive, Board of Directors, Mentor
Gwendolyn Wong Work Experience Details
  • Lendonate, Inc.
    Chief Credit Officer
    Lendonate, Inc. Sep 2022 - Present
    Cupertino, California, Us
    LENDonate is a social impact company that addresses a critical gap in the ecosystems for nonprofit organization financing and private credit investing. It creates financial and technology solutions that amplify the direct impact that changemakers - nonprofits, investors, and others – make in our communities. It transforms how investors mobilize capital for the public good.
  • Lendonate, Inc.
    Independent Contractor
    Lendonate, Inc. Oct 2020 - Sep 2022
    Cupertino, California, Us
  • Wong Consulting
    Founder And Ceo
    Wong Consulting 2009 - Present
    Provides consulting services with particular emphasis on loan portfolios, lending practices, infrastructure, and overall risk management. Directs and performs loan portfolio and credit reviews, compliance reviews, and development of loan policies and procedures. Excellent experience in credit training and development. Clients include East West Bank/UCB, Borel Private Bank and Trust, Nara Bank, and Lending for Good.
  • Beacon Business Bank
    Executive Vice President & Chief Credit Officer
    Beacon Business Bank 2016 - 2018
    San Francisco, Ca, Us
    Establish strong credit culture based on solid framework of policies & procedures for safety and soundness of loan portfolio Demonstrate problem loan recognition and resolution, identifying risk trends to manage bank's risk tolerance. Establish confidence with regulators and loan reviewers, internally and externally. Oversight and guidance of portfolio managers/underwriters, loan operations, SBA lending team, and relationship managers. Prepare and present Board presentations for ALLL, problem loans, ALCO, concentrations, and all aspects of loan portfolio oversight.
  • Meriwest Credit Union
    Vice President Business Banking
    Meriwest Credit Union 2013 - 2016
    San Jose, California, Us
    Approved by NCUA and DOB regulators to join MCU in order to rebuild and grow member business lending. Responsible for everything Business Banking which is the focal point of credit union profitability, while simultaneously correcting regulatory findings by creating and implementing policies & procedures, workflow processes, IT systems, resources, and tools. Raised the bar for performance delivery by hiring financial services professionals with extensive skills in revenue generation, credit risk administration & management, and all aspects of operations & servicing. Delivered first profitable months of sales growth and profitability in the history of MBL, while simultaneously gaining confidence with the regulators.
  • Silicon Valley Bank
    Senior Credit Officer
    Silicon Valley Bank 2010 - 2012
    Santa Clara, Ca, Us
    Starting member & only SCO to materially upgrade and launch SVB Private Bank, nationwide. Nearly doubled loans to in excess of $800MM. Achieved highest Loan Review ratings from previous unsatisfactory results; delinquencies <1.5%; average risk 3.4 on a 9 point scale. Target market in a highly competitive environment to defend and deepen strategic relationships with venture capital and private equity firms that enable this $19.2B Bank to realize success for entrepreneurs and enterprising companies in technology, life science, clean tech. and premium wines. Advisor & coach to PB lending staff who expanded from 7 to 17 MDs & bankers. Successfully built and cleansed the start up, residential mortgage department wrought with numerous regulatory violations against a backdrop of intense executive scrutiny, fierce competition, a volatile regulatory environment, and termination of the third party vendor. Coached mortgage origination staff growth from 1 to 7, along with new system implementation. Closed 272 custom mortgages totally $335MM since inception.
  • First Republic Bank
    Senior Credit Risk Manager
    First Republic Bank 2004 - 2008
    San Francisco, Ca, Us
    One of three of 12 credit approvers with approval signature authority equal to Chief Credit Officer and Head of Credit Administration. Directly served New York City, Boston, Greenwich, and San Francisco Bay Area, with broader scope including Los Angeles, Newport Beach, San Diego, Las Vegas, Santa Barbara, Seattle, Portland business development offices. Rapidly growing bicoastal private personal and business bank & wealth management firm that grew from $8B to $17B; 25% year over year growth in all markets while sustaining delinquencies significantly less than 1% & 2 historical mortgage losses. Approver, advisor, & coach for Private Banking Relationship Managers with focus on Commercial Business Bankers who expanded from 7 to 30 lenders. Conceptualized and grew Credit Quality Dept. to provide bank wide oversight for Bank’s credit quality including problem loan workout, collections & delinquency, loan portfolio management, and portfolio loan reviews, starting with 2 and expanded to 5 staff, with further growth anticipated. Ranked in CEO’s top 10 list of non-sales staff. Lead project roles include credit training; product development; and credit administration role, functions, and infrastructure. Led business lending integration for merger with $500MM East Bay bank.
  • California Bank & Trust
    Senior Vice President And Senior Credit Officer
    California Bank & Trust 1998 - 2004
    San Diego, California, Us
    Create credit culture and foundation for $9.2B commercial bank, the 8th largest in California, aimed at keeping banking a people's business. Established credit processes that provide highly responsive credit evaluation, analytical approaches and presentation design. Responsible for all commercial credit activity to insure adherence to bank's policies and procedures. Provide guidance in the areas of portfolio management, credit delinquencies, and regulatory compliance. Lending areas span all levels from small business credit through Fortune 1000 syndications; to Asian marketplace opportunities, private client services, and government-assisted lending. Also, responsible for bank wide credit skills assessment and training, credit newsletter, and commercial credit information technology.

Gwendolyn Wong Skills

Credit Analysis Commercial Lending

Gwendolyn Wong Education Details

  • University Of San Francisco
    University Of San Francisco
    Management
  • Columbia University
    Columbia University
    Mathematics
  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    Mathematics

Frequently Asked Questions about Gwendolyn Wong

What company does Gwendolyn Wong work for?

Gwendolyn Wong works for Lendonate, Inc.

What is Gwendolyn Wong's role at the current company?

Gwendolyn Wong's current role is Credit and Risk Management Executive, Board of Directors, Mentor.

What is Gwendolyn Wong's email address?

Gwendolyn Wong's email address is gw****@****svb.com

What is Gwendolyn Wong's direct phone number?

Gwendolyn Wong's direct phone number is +192583*****

What schools did Gwendolyn Wong attend?

Gwendolyn Wong attended University Of San Francisco, Columbia University, University Of Hawaii At Manoa.

What are some of Gwendolyn Wong's interests?

Gwendolyn Wong has interest in Football, Collecting Antiques, Exercise, Nascar, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, The Arts.

What skills is Gwendolyn Wong known for?

Gwendolyn Wong has skills like Credit Analysis, Commercial Lending.

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