Snow W. Email & Phone Number

• Identified stock selection criteria based on investment strategy, prepared lists of U.S. stocks accordingly and generated in depth profiles for selected stocks; built financial models for selected stocks to track.
• Completed private equity sourcing report based on given investment criteria from private company databases
• Collaborated with senior mentor using Slack on a weekly basis to share findings and ensure timely completion of projects

中国 江苏 南京

• Assisted senior manager with Assessment Review Report, including conducted risk evaluation, assessed customers’ repayment capacity and collaterals, analyzed applicants' financial status, credit, and property.
• Met with applicants to obtain information for loan applications and to answer questions about the process; gathered other necessary loan conditions from the borrower and Loan Officer for submission to processor
• Obtained loan documentation and ensure all documentation is completed accurately for Loan Officer to proceed to the next phase of processing and oversee the Loan Officer's pipeline to ensure all milestone and closing.

Waltham, MA

• Reached out to China National Acrobatic Troupe to understand the growth of circus industry; coordinated with all related parties and translate for professor from Chinese to English
• Managed and responded to project related email, collected and analyzed data, summarized interviews and maintained accurate records of interviews, safeguarding the confidentiality of subjects, as necessary

中国 北京

• Computed and analyzed Financial Statements including Income Statement, Balance Sheet, and Statement of Cash Flows to determine a business’s loan credentials
• Performed administrative duties such as writing emails and faxes to keep the office organized; managed customers’ information and delivered to applicable department for further actions required
• Handle customer complaints and take appropriate action to resolve them
• Analyze potential loan markets and develop referral networks in order to locate prospects for loans