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.•Communicated well with people in various roles.

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.