Customer Service Manager

ALLY YU-PING WU, FRM

**** **** ******, *** ** ( Bridgeport, CT 06604

Cell: 585-***-**** ( **.******@*****.***

CREDIT ANALYST

Versatile and driven finance professional with progressive experience

analyzing financially distressed corporate credit counterparties in

technology, gaming, shipping, industrial, and leverage finance

industries and project finance in energy and mining sectors. In-depth

knowledge of lending process and derivatives offered in the capital

market. Highly motivated, self-directed team player who builds

effective working relationships with all stakeholders. Committed to

adding value and exceeding expectations through collaborative problem

solving, strong analytical skills, and focus on accounts and

industries covered. U.S. permanent resident, fluent in Mandarin.

PROFESSIONAL EXPERIENCE

Citibank N.A., Hong Kong Branch, Hong Kong ( 2008 - 2009

Vice President, Institution Recovery Management

Covered a portfolio composed of financially distressed counterparties and

worth approximately $400 million. Specific industries covered included

technology, gaming, shipping, industrial, and leverage finance. Monitored

borrower's financial performance and operating efficiency and interfaced

with a Senior Credit Officer to obtain proper approvals. Performed

financial analysis and valuation to ensure proper classification and mark

in Asia corporate portfolio.

Prepared monthly updates for 15 accounts per the request of Citi credit

policy and regulator. Evaluated the transaction proposal to classified

accounts and provided recommendation to enhance the structure and improve

pricing. Forecasted the cost of credit for the next 12-month period to

provide guidance for internal and external users.

Reviewed each account with country relationship manager, local credit team,

the borrower, financial advisor, and legal regarding covenant revision,

additional financing required, and loan repayment schedule change and

reached balance of risk/reward. Represented Citibank in restructuring

negotiations and meetings within bank syndicate. Drove negotiation process

with financially distressed companies and liaised with independent

financial advisors and law firms to achieve maximum recovery rate.

Transactions Participated

< Completed the $600MM secured Term Loan covenant revision for TECH,

Micron's JV in Singapore.

< Finalized FerroChina restructuring process with Minmetals' purchase of

its five operating subs.

< Summarized claims against Lehman Brothers Asia entities and prepared

proof of debt with external legal.

< Assisted in exposure consolidation and internal set-off for Satyam,

whose CEO resigned after falsifying accounts.

Key Achievements

< Received nearly $35 million in principal loan repayments from covered

accounts in 2009.

< Contributed to the highest OCC review mark for Asia among Citi global

corporate portfolio.

Loan Document ( Valuation ( Risk Ratings ( Financial Modeling(

Transaction Assessment

Financial Statement Analysis ( ISDA ( Credit Risk ( Portfolio Management

ALLY YU-PING WU, FRM Page

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Citibank N.A., New York, NY ( 2006 - 2008

Risk Management Associate

Exposed to four different business areas and developed solid understanding

of credit and other risks through high-profile two-year program that

afforded access to senior risk managers and presentations to Citi

businesses. Received two-month formal credit training and personal coaching

for presentation skills.

Credit & Operational Risk Analytics (04/08 - 07/08)

Reviewed risk rating processes and communicated with risk manager in

related business for measures to improve models and scorecards.

Citi Secondee at Guangdong Development Bank (09/07 - 03/08)

Executed large credit originations and assisted Chief Risk Officer with

the key initiatives such as economic group reporting and major related-

party transactions that improved corporate governance.

Structured Portfolio Management (03/07 - 08/07)

Prepared quarterly and annual reviews and acted as administrative agent

for 10 names in Infrastructure and Energy Finance portfolio, covering

energy, transportation, and mining sectors. Updated financial spreads

and monitored operating/financial performance. Alerted Senior Credit

Officer when financial/operating results did not meet plan. Followed-up

with the borrower to ensure submission of all required statements per

the loan document. Attended bank meetings and kept updated on economic

and political events that could affect project performance. Achieved

$15 million loan sale target set by Business.

Citi Alternative Investment (07/06 - 02/07)

Monitored market risk limits and assisted fund managers to discover

reasons for breaches and enhance data quality.

KPMG International, Taipei, Taiwan ( 2000 - 2003

Senior Audit Associate, International Practice

Directed a team of four staff members on audit engagements, all of which

were completed within set time and budget limits. Analyzed fluctuation and

reserve level on financial statements of major clients including Motorola,

Astra Zeneca, and Merck KGaA.

Key Achievements

< Achieved the highest utilization rate in the International Practice

group.

< Enhanced interpersonal relationships with multinational clients in

manufacturing and pharmaceuticals that resulted in 100% client

retention rate and contributed to increasing service fees 3% - 5%

annually.

< Selected by partners and senior managers as one out of every five

Senior Associates to mentor subordinates.

Other Experience: Participated in a work and travel exchange program as a

Customer Service Rep with Ramada Inns aimed at exposing interns to American

culture and improving English language skills.

EDUCATION

University of Rochester - Simon Graduate School of Business, Rochester, NY

( 2006

Master of Business Administration (Finance Concentration)

National ChengChi University, Taipei, Taiwan ( 2000

Bachelor of Business Administration (Accounting Major)

CERTIFICATIONS

FRM (Financial Risk Manager); Candidate for CFA level II

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