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Credit/Treasury Analyst

Location:
Saint Louis Park, MN
Posted:
July 06, 2015

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Resume:

Lambert Lum

**** ******** *** **., **. Louis Park, MN 55416 612-***-**** acql7o@r.postjobfree.com

EDUCATION:

Augsburg College – Minneapolis, MN (December 2014)

Bachelors of Arts in Finance

Current GPA: 3.68

Honors: Dean’s List, Cum Laude

Minneapolis Community and Technical College - Minneapolis, MN (May 2005)

A.A.S degree in Computer Networking/Administration

GPA: 3.75

Honors: Dean’s List

RELATED EXPERIENCE:

Assistant Vice President of Consumer Banking, Citizens Independent Bank, St. Louis Park, MN (June 2011-Present)

Works with compliance officer and COO in implementing and testing new regulation changes into our loan document software.

Update AML/BSA updates to other members of department.

Developed, administered, and trained employees for BSA E-filing for CTRs and DOEP.

Assist with compliance and tested loan documents with LaserPro new releases.

Launched the electronic filing of escheating property to the State of Minnesota Department of Commerce.

Organized and orchestrated new forms and procedures for various daily operations.

Generate performance documents and reports for Branch Manager and Finance Department.

Oversees, audits, and does maintenance on safe deposit boxes for 4 locations.

Created and/or enhanced various templates, forms, and checklists for mortgage dept., finance dept., consumer dept., credit card dept., and tellers using Microsoft Excel or Word.

Personal Banking Officer, Citizens Independent Bank, St. Louis Park, MN (June 2004 – June 2011)

Co-managed $20 Million auto lease portfolio.

Generates monthly product reports to Finance department.

Underwrite consumer loans including auto loans, unsecured, credit lines, credit cards, boats and recreational vehicles.

Credit analysis of consumer loans and credit cards.

Backup for Credit Card Department for disputes, fraud, new cards, reissues, replacements, and setup merchant devices.

Past due debt collection for loans closed by me or past employees.

LEADERSHIP EXPERIENCE:

Board Chair, Asian Media Access, Minneapolis, MN (August 2008 – Present)

Organized and run board meetings and discussions for a million dollar non-profit group.

Address and communicate concerns and views of the board to the Executive Director.

Provide financial insight to business transactions.

Recruitment of new board members.

Super Champion, Children First, St. Louis Park, MN (February 2015 – Present)

Orchestrate and lead team meetings to further develop further awareness of 40 assets of Children First.

Coordinate with Director with results.

TECHNICAL KNOWLEDGE/SKILLS:

Notary Public

Microsoft Word

Harland Deposit Pro/Laser Pro

Microsoft Excel

AS400 – (20/20)

Microsoft Power Point

Multi-lingual (Cantonese, some Spanish)



Contact this candidate