● Financial Modeling: Constructed financial forecast models for clients to visualize their future financial position, enhancing Fivent’s functionalities and increasing monthly recurring revenue (MRR) by 15%● Product Strategy: Formulated product strategy by leveraging market analysis, and constructed product requirement to aid website development, expanding the subscriber base by 10%

● Financial Analysis: Created client financial forecasts and overwrote client credit facilities by analyzing financial data and transaction records, raising key clients’ available credit 80% higher than previous term● Business Development: Developed new client types for the branch via fulfillment of client’s financial plans, delivering 20% annual sales growth amounting to $2.5 million annual profit● Client Relationship Management: Managed the credit portfolios of 15+ public manufacturing companies with over $100 million in available credit daily, solidifying the long-term relationships● Leadership: Led various teams to drive account planning process and closely collaborated with clients, head office, and internal stakeholers, generating 15% more interbranch sales● Risk Management: Performed client’s credit analysis to bypass losses and minimize risks from bad debts, increasing utilization ratio 10% and maintaining zero overdue payment record

● Customer Success: Strengthened the customer relationship with sales team to manage more than 30 clients by dealing with transactions, ensuring stability of clients’ cash flow and maintain service excellence● Cross-functional Collaboration: Collaborated with multiple departments to create consistent service delivery and promote related products, including cash, loan, foreign exchange and capital market products

● Continuous Improvement: Established Real Time Gross Settlement system facilitating Japanese Yen interbank transfer, shortening remittance time 300% and reducing systematic risk for all domestic banks● Adaptability: Rotated among 4 departments and built holistic knowledge in banking operations to provide cross-functional advice for system enhancement, resulting in optimized standardized operating procedures