Relationship Manager & Lending Specialist
Resume:
Weiyi Li (Grace)
Flushing,
New York *****
*********@*****.***
OBJECTIVE: Seeking a banking position in a challenging but rewarding organization, bringing proven ability to effectively handle customer complaints and ensuring crisis situations are well resolved
EDUCATION: HUNTER COLLEGE
Bachelor’s degree- economics
SKILLS: Fluent in Mandarin Chinese, data analysis, sales and marketing, Microsoft Word, Excel, troubleshooting
EXPERIENCE:
02/21-now TD Bank Relationship Manager & Lending Specialist
- Strong interpersonal skills, including the ability to easily engagers in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized services.
- Gathering information for the HELOC and loan applications
- Collecting data from client such as their assets, salaries, debts, and employment status to fill in information for the loan application
- Reviewing file documentation for missing or erroneous information
- Assisting client to submit HELOC through Bank digital application website
- Meeting loan application deadlines
- Assisting Loan Officer with requests and tasks needed to complete and process applications
- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership collaboration
- Displays passion, commitment, and drive to deliver and experience that improves customers’ financial lives
- Applied strong critical thinking and problem-solving skills to meet customers’ needs
- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
- Superior service skills “client first” approach resulting in strong customer loyalty
- Adherence to policies, procedures, and regulatory banking requirements.
WOW STAR IN Q2 2021 ACHIEVE 150% GOAL
ACHINEVE 120% ABOVE FOR Q3 Q4 IN 2021 AND Q1 2022
02/19- 02/21 Bank of America Head Teller
•Supervises other bank tellers and their cash drawers
•Trains new tellers in bank practice and procedure.
•Handle account transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier’s checks, and opening and closing accounts
•Identify customer needs, provide information on new products and services, and direct customers to branch representatives if interested
•audit the cash drawer according to policy and schedule.
•Reconcile cash drawers at the end of your shift, count and package coins and currency
07/18 – 02/19 Bank of America Customer Service Representative
Serviced 100-180 customers and processed 150-200 financial transactions daily
Answered phones, provided excellent customer service to customers in both teller and platform areas, assisting with inquires, relationship building, and referring customers to platform area for general banking help and signing up for banking products and services
Provided teller and customer referrals by utilizing Salesforce to help open 5 new bank accounts, increase bank’s consumer balance by $15,000 and added 12 new mobile banking users
References Available Upon Request
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