Max Cui Email & Phone Number

Palisades Park, Nj, Us

New York, Ny, Us

Vienna, At

New York, Ny, Us

- Manage and execute investment bank, trade and commercial bank related transactions- Review and advise front office in negotiating legal documentation across corporate lending categories, with a focus on bilateral, syndicated, Investment Grade and Non-Investment Grade facilities- Maintain oversight of the deal closing process- Manage controls framework, reporting and escalation for transaction execution

San Francisco, Ca, Us

- Managed active lending portfolio and acted as primary point of contact for all client inquiries- Directed credit and closing teams to ensure smooth loan boarding- Reviewed and approved construction draws - Monitored delinquencies and provided path to good standing- Generated and reviewed modification documents - Identifed KPIs to improve operation efficiency

San Francisco, Ca, Us

- Reviewed loan documentation/contract terms for discrepancies and processed transactions while ensuring loan team request are completed timely and accurately.- Onboarded and reviewed loan products including commercial, construction, term, and syndicated loans- Approved and processed client draw requests- Generated and analyzed quality review reports to decrease error rates.- Collaborated with Business Banking, Credit Administration and Collateral Monitoring teams to resolve client inquires. - Participated in First Republic's High Potential Development Program.

San Francisco, Ca, Us

- Authored and/or co-authored of collections email templates - Created standard operating procedures for the Collections team- Analyzed financial statements to underwrite payment plans- Worked in conjunction with the compliance team to accurately log and record Capital complaints- Coordinated meetings with the legal team which lead to restructuring of bankruptcy procedures

Newark, De, Us

- Acted as a liaison and gatekeeper to the President with high profile clients and colleagues. - Maintained complex calendar and scheduled meetings, volunteer relations and visits- Prepared reports, presentation materials, correspondence with exceptional attention to detail and accuracy. - Coordinated relevant paperwork in preparation for client/and or board meetings, presentations, and interviews.- Assisted with event coordination and planning.- Assisted the webmaster with various research projects and presentations.

- Oversaw receptionist area including greeting visitors and responding to telephone and in-person requests for information- Organized and sorted incoming messages and correspondence- Managed/supervised calendars for the program director