Yi Wu Email & Phone Number

New York

- Perform variance analysis on monthly, quarterly, and annual reports, identifying key trends.- Conducted detailed analysis and generated reports on department performance.

- Develop and maintain accurate workforce forecasts and schedules, ensuring optimal staffing levels and adherence to service level agreements (SLAs).- Utilize WFM software to track and report on key performance indicators (KPIs), providing actionable insights to management and operational teams.- Collaborate with department heads to understand staffing.

New York, United States

- Developed and tracked KPIs, providing actionable insights to management.- Prepared detailed reports for senior leadership on operational performance and customer service metrics.- Assisted in the analysis and reporting of customer service performance data.- Monitored daily operations and provided recommendations for workflow enhancements.- Generated.

New York, United States

- Lead and mentor a team of underwriters, ensuring adherence to underwriting guidelines and policies.- Monitor team performance, providing regular feedback and training to ensure high standards are maintained.- Prepare and present detailed reports on underwriting metrics and team performance to leadership.

New York, United States

- Provide exceptional customer service by addressing inquiries, and explaining underwriting decisions.

• Review submissions, terms, and conditions and identify risk exposures based on company guidelines.
• Perform credit analysis, create summaries of loan requests and submit financing recommendations to credit committees for approval.
• Analyze credit data and financial statements for new and existing small business customers to determine the degree of risk involved in extending credit or lending additional working capital.
• Evaluate loan to value, financial ratios, long term solvency measures and other risk factors to determine credit worthiness of a business to approve funding for small and medium size businesses.
• Knowledgeable of regulations regarding lending and familiar with both conventional and government policies.
• Familiar with international underwriting procedures, particularly deals in the United Kingdom.

475 Park Avenue South

• Research business and individual’s background and character through various sources by running and using credit reports, lien searches, public records, and internet search engines.
• Excelled in investigations, quickly rising within a month of hire and became one of the only investigators trusted with foreign investigations/credit with UnitedKapital and AUSvance.

708 3rd Avenue

• Oversee clients’ accounts including but not limited to inputting and tracking income and expenses, processing accounts payable and receivable, and reconciling multiple bank accounts.
• Prepare quarterly sales tax reports and remit state and federal sales taxes.

94 Bogart Street

• Perform month-end closing activities including the preparation of journal entries and internal financial statements and compilation of monthly royalty reports.
• Manage accounts receivable and payable including but not limited to billing customers and clients, making bank deposits, updating general ledger accounts, reconciling client accounts and company’s bank accounts, and.
• Administer payroll and remit federal and state payroll taxes.

• Provided excellent customer service to T-Mobile users
• Recommended equipment to meet customer requirements, considering salable features, such as flexibility, cost, capacity, and economy of operation.
• Record keeping of daily transactions and inventory.
• Maintained continued relations with customers to ensure retained business.