Yi Zhang Email & Phone Number

San Francisco, California, Us

I drive strategy and delivery of the Quantitative Analytics Program, Wells Fargo's early talent program for model development and validation professionals. I partner with campus recruiting to create and execute recruiting strategy, lead workstreams with business leaders to enhance program training and increase engagement, and provide coaching and mentorship to program participants.

San Francisco, California, Us

As Deputy Chief of Staff, I led a team in the Commercial Credit Chief Operating Office and owned group business operations in the following areas: internal communications, risk management and compliance, regulatory relations, corporate space planning, and business continuity planning.

San Francisco, California, Us

I ran the Financial Analyst Program for the West Coast, Asia, and Europe; overseeing professional development and coaching for 200 full-time analysts and 60 summer analysts. The Financial Analyst Program is Wells Fargo's flagship early talent credit training program, consisting of a mix of in-person classroom training taught by industry professionals, virtual coursework, and on-the-job experience underwriting live deals and managing an active portfolio. I built partnerships with line of business leaders in order to design the Financial Analyst Program curriculum to reflect business need. I represented the Financial Analyst Program at recruiting and onboarding events, and designed and executed the annual summer internship orientation.

San Francisco, California, Us

As a Senior Relationship Manager, I provided on-balance sheet lending solutions to real estate developers, owners, and investors. I originated $650M in commitments in a wide range of facilities (recourse and non-recourse lending; acquisition, construction, bridge, permanent, and secured and unsecured lines of credit).I was responsible for end-to-end management of deal process including prospecting new clients, underwriting credit risk, drafting and negotiating loan terms while balancing Bank's risk appetite and Borrower's request in a competitive marketplace, scheduling and coordinating third-party vendors and legal counsel, tracking loan budgets, and post-loan closing tracking and analyzing project performance on quarterly basis.

San Francisco, California, Us

As a result of my strong performance as a Financial Analyst, I was selected to participate in the Credit Management Training Program, where I enhanced deal evaluation, debt structuring, client relationship management, and business development skills.

San Francisco, California, Us

I supported senior relationship managers in acquiring and overseeing $350M of exposure. I split time between underwriting new loans and extensions and managing an active portfolio by tracking performance for deviation from proforma to identify early warning signals for escalation. I gained hands-on experience in acquisition, construction, bridge, lines of credit, and letters of credit facilities on a variety of types of projects (multi-family, single-family, office, retail, land, and industrial properties).

Master Of Business Administration (M.B.A.)

Bs, Business Administration

Education record