Kevin Lui
**** **** *** • San Francisco • CA ****6 • 415-***-**** [mobile] • **********@*****.***
Business Development Officer with a proven track record of achieving revenue growth in a rapidly changing environment. Successfully developing relationships with internal and external business partners. Over 5 years of financial experience with major financial institutions. Achievement in meeting client needs and company objectives.
Core Competencies
Clients satisfaction and allegiance
Strong work ethic
High integrity
Strategic development for the market
Proficient in MS Office
Excellent analytical skills
Perform tasks under limited supervision
Excellent verbal and written communications
Professional Work Experience
East West Bancorp, Inc., San Mateo, CA
Business Development Officer, Mar 2011 to present
• Solid experience in commercial real estate and apartments/mixed-use financing, SBA 7(a) and 504 loans, and residential mortgage lending
• Analyze and interpret financial data, appraisals, and market research to determine eligibility of financing
• Perform market analysis and provide advice to clients regarding trends of the business environment, real estate and capital market
• Partner with realtors, investors, builders, property managers, and title companies, and participate in community events to explore business opportunities
• Build relationship with both individual and business clients by uncovering their needs and wants to provide financial solutions
• Ensure the portfolio administration and risk management of each client relationship is in compliance with established bank credit policy, procedure and regulatory guidelines
• Support underwriters and address their concerns on changing for the loan terms and agreements, guaranties,collateral, and other lending documents for both commercial and residential loans
Wells Fargo, N A., San Mateo, CA
Personal Banker, Nov 2007 to Feb 2011
• Analyzed trends in both local and niche market and customer profiles to identify potential sales opportunities
• Adhered to operational controls, including legal, corporate, and regulatory procedures to ensure safety and
security of customers and bank assets
• Served as a mentor for new incoming bankers
China Airlines, South San Francisco, CA
Operation Associate, Mar 2000 to Nov 2006
• Assisted accounting department to monitor daily sales report
• Responsible for receiving invoices, reviewing for approval, and processing on a weekly basis
• Worked with other departments to develop and produce reports and analyses on an ad-hoc basis
Education
Golden Gate University, San Francisco, CA
Master of Business Administration, concentration in Finance. Dec, 2011. 3.9 GPA
Language
Fluent in English, Mandarin and Cantonese