Ivan Luong Email & Phone Number

• Provide ongoing coaching and support to other Credit Analysts and Customer Experience Agents.
• Provide general guidance, identifies problem areas, and resolves issues on the loan process until it reaches a final state.
• Support the Knowledge Management team in collaborative efforts on select project work.
• Responsible for reviewing high risk and top priority applications that require meticulous review.

• Work with potential borrowers and review applications to verify elements of each loan application, such as employment, income, identity, and tax documents.
• Identify and implement process improvements in the borrower application process.
• Build trust and cultivate borrower and investor relationships.
• Maintaining company credit exposures within set risk-bearing limits.
• Evaluating clients’ credit data and financial statements in order to determine the degree of risk involved.

San Francisco, CA, United States

• Built and maintained client bases, keeping client plans up-to-date and recruiting new clients on an ongoing basis.
• Discussed with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, or other information needed to develop a financial plan.
• Answered clients' questions about the purposes and details of financial plans and strategies.
• Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment.
• Reviewed business trends to advise clients regarding expected fluctuations.

South San Francisco, California

• Monitored and recorded company expenses.
• Handled all transactions relating to accounts.
• Maintained accounting records and documents.
• Reviewed and reconciled accounting records periodically.
• Assisted in preparing monthly and annual financial statements.
• Maintained good contact with corporate customers, vendors, and suppliers.

San Francisco, California

• Maintained database and programmed Excel data.
• Processed and assessed appeal forms.
• Provided administrative support for team.
• Worked with other interns on special assignments.
• Communicated with board members and applicants.