BANKING OFFICER Professional Summary l An adaptable responsible IT Savvy seeking mid-level position Finance, Technology Fintech market. l BA Economics master's degree Management current job Banking Officer provided well-rounded background enabled develop analytical/logical approach tasks, software skills, ability work pressure. l Talented Director Finance one-year background sponsorship, fundraising private event planning. Skilled devising marketing plans promote venues events services. Proven history building business personal professional networking. Skills NMLS 1796859 Business development expertise Project Management Confluence, Jira, Salesforce, SQL Sales professional Financial Analysis Strategic plans Google G Suite, Keynote, Microsoft Office Technology-savvy Accounting, Recruitment Banking, Sales Budget, SQL Business development, Strategic Credit, Strategic plans Client, Website Decision-making, Articles Documentation Due diligence Finance Financial Financial Analysis Financial statements Mandarin Marketing Sstrategy Marketing Market Marketing collateral Money Microsoft Office Mortgage originator Newsletters POS Presentations Pricing strategy Producer Project Management Public relations Purchasing Real estate Work History Banking Officer 10/2018 Current Company Name – City State Analyzed customer profiles identify appropriate products provide value-added approaches client issues. Complied regulatory requirements, including bank Secrecy Act, Anti Money Laundering OFAC, etc. Top 3 Loan Sales producer Top 1 Mortgage originator North Denver market. Analyzed financial credit underwrote determine loan feasibility. Developed maintained strong relationships local real estate agents small business owners. Supervised Asian Banking Center directed internal activities, including community events newsletters. Director Finance 05/2019 Current Company Name – City State Assessed budget plans present costs forecast trends recommend changes. Executed financial due diligence tasks daily basis maintain optimal organization finances. Planned designed product pricing strategy membership, increasing membership 200%. Directed Finance Committee conducted organization's annual budget financial strategic plan. Formulated, prepared, issued financial statements 10% increased efficiency ensure timely deliverables. Marketing Specialist 08/2017 09/2018 Company Name – City State Created, improved, developed marketing strategic plans company's website social media. Mentored guided executive team business development decision-making optimize profitability, marketing strategy, communications planning. Increased credibility client awareness developing technical/non-technical marketing collateral presentations, public relations campaigns, articles, newsletters. Built 10+ strong partnerships recruitment agencies, universities, student associations. Retail Store Manager 08/2014 07/2015 Company Name – City Managed aspects store operations, including organization, maintenance, purchasing functions. Kept orderly accurate accounting records monitoring sales documentation. Improved sales process track implementation new point sale (POS) system. Education Master Management Business Management 05/2017 Colorado State University City State Bachelor Arts Applied Economics 05/2013 National University Kaohsiung Taiwan Work History Banking Officer 10/2018 Current Company Name – City State Analyzed customer profiles identify appropriate products provide value-added approaches client issues. Complied regulatory requirements, including bank Secrecy Act, Anti Money Laundering OFAC, etc. Top 3 Loan Sales producer Top 1 Mortgage originator North Denver market. Analyzed financial credit underwrote determine loan feasibility. Developed maintained strong relationships local real estate agents small business owners. Supervised Asian Banking Center directed internal activities, including community events newsletters. Director Finance 05/2019 Current Company Name – City State Assessed budget plans present costs forecast trends recommend changes. Executed financial due diligence tasks daily basis maintain optimal organization finances. Planned designed product pricing strategy membership, increasing membership 200%. Directed Finance Committee conducted organization's annual budget financial strategic plan. Formulated, prepared, issued financial statements 10% increased efficiency ensure timely deliverables. Marketing Specialist 08/2017 09/2018 Company Name – City State Created, improved, developed marketing strategic plans company's website social media. Mentored guided executive team business development decision-making optimize profitability, marketing strategy, communications planning. Increased credibility client awareness developing technical/non-technical marketing collateral presentations, public relations campaigns, articles, newsletters. Built 10+ strong partnerships recruitment agencies, universities, student associations. Retail Store Manager 08/2014 07/2015 Company Name – City Managed aspects store operations, including organization, maintenance, purchasing functions. Kept orderly accurate accounting records monitoring sales documentation. Improved sales process track implementation new point sale (POS) system. Interests COMMUNITY LEADERSHIP AND INVOLVEMENT Asian Pacific Development Center Volunteer (2019 Current) Center Asian Pacific American Women Conference Committee (2019) Languages Bilingual Mandarin Skills NMLS 1796859 BBusiness development expertise PProject Management CConfluence, Jira, Salesforce, SQL SSales professional FFinancial Analysis SStrategic plans GGoogle G Suite, Keynote, Microsoft Office TTechnology-savvy, Accounting, Banking, budget, Business development, credit, client, decision-making, documentation, due diligence, Finance, financial, Financial Analysis, financial statements, Mandarin, marketing Sstrategy, marketing, market, marketing collateral, Money, Microsoft Office, Mortgage originator, newsletters, POS, presentations, pricing strategy, producer, Project Management, public relations, purchasing, real estate, recruitment, Sales, SQL, strategic, Strategic plans, website, articles