讲授Fintech、大数据、创新教学

配合公共政策、促進都市升級規劃、盤活民間資產

•《社区银行》规划与实施 —— 作为亚洲开发银行外籍专家与天津农商行合作《社区银行》项目 •《巴塞尔协议III与风险管理体系建设培训班》讲座•[3法1指引] 讲座（《固定资产贷款管理暂行办法》、《流动资金贷款管理暂行办法》、《个人贷款管理暂行办法》和《项目（项目）融资业务指引》）•[商业银行信用卡业务监督管理办法] 讲座•[贷后管理内部控制制度的建立] 讲座台湾金融研训院(长期讲座)：自2004~迄今•[基础信用模型建置研习班](Based Credit Risk Modeling)•[个人信用评等研习班] ( Credit Risk Rating for Consumer Banking)•[消金信用风险管理实务研习班] (Credit Risk Management for Consumer Banking)•[数据仓储建置与数据采矿在金融业之应用研习班] (Data-mining for CRM in banking industry)中国金融人才委员会：中国銀行国家级领导全面风险管理培训中国利率市场化与银行因应之冲撃中国「商业银行資本管理办法」培训班中国流程银行与利润事业綫管理实务培训

Chief of compliance

Guiding Financial 、Fintech、Big data and Data modeling for Master or MBA candidates.

金融研究中心 從事金融大數據研究

http://www.adb.org/https://uxdmz06.adb.org/

Finance and Banking

风控官兼任金融产品流程设计

rxh.firstp2p.com

CRO and Operating W.M. ORM

Service scope：Risk Management、Credit Risk Management丶Banking Compliance、Strategy and Planing、利率市场化、ALM、FTP、ACRM

Risk and Banking advisory

Business Development/strategies/team build up Deliver project requirements and serviceIn charge scope: Whole China Financial service Basel ll and Risk Model implementation

•Assisted on setting up anti-laundry process、regulates & control ;•Executed operational risk management framework in SME field.（“ORMAF”, by BASEL II base）•To ensure Dept achievement of revenue targets thru multi-product offerings and growth in transnational segment as a contribution to over SME Banking.•To develop proper MIS and performance measures to improve sales management •To coach, drive and ensure Team leaders are aware management’s business initiatives and align sales force with management directions •Ensuring Dept’s quality service delivery to these clients through liaison with various intra-organizational departments so as to provide quality banking experience to customers.•To undertake regular portfolio reviews to understand portfolio growth thus ensuring unit’s portfolio quality is within the Bank’s risk parameters.•Champion and drive new product initiatives and directives from Management.•Identify any gaps and suggestions for improvement within the business. •Development of Talent for succession

•Business Development/strategies/team build up •Deliver project requirements and service •Managed project schedule and arrange resources to provide clients high quality service. •Coordinated with clients and answer clients’ questions on both technical and non-technical issues.•Provided consulting service on credit approval process enhancement and credit model factor design. •To leading credit modeling team to researching 、developing & delivering the results of credit scoring model.

Senior Manager, Credit Risk Management Department•Initiated Basel II project and build up the credit scorecard for retail business. •Worked with the financial department to complete the first auto loan securitization deal in Taiwan.•Assisted on several projects to improve enterprise-wide risk management, including automating credit scoring system, designing early warning system and enhancing risk controls on critical credit processes. Manager, Marketing and Sales Management Department•As the assistant of business line Vice President(actually in charged) for designing business development.•Assisted on building up retail business unit for bank.•Established retail consumer maintenance center•Created four regional centers of retail business line as profit centersPortfolio Manager, Asset Management Division•Trained collection staffs to support efficient collection center. •Set up asset management processes, including NPL（non performing loan） asset evaluation/due diligent, NPL takeover, NPL auction and asset securitization.Vice Division Manager, Enterprise Credit Approval & Legal complianceAssistant Manager, Trust Division/Consumer financing DivisionAssistant Manager, Legal & Credit Collection DepartmentHR trainer