Carissa Liu
Philadelphia,PA
Summary
Results-oriented analyst knowledgeable about wide range of loan products. Professional in working with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities. Skillful in analyzing data, credit, and have extensive knowledge on multiple software.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Analyst
Hand And Stone
Feasterville, PA
03.2022 - Current
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Worked cross-functionally with internal departments to align and validate data inputs.
- Generated financial reports to garner forecasting, trending and narrative results analysis for management.
- Evaluated financial and operational performance of companies facing financial difficulties to determine possible remedies.
Mortgage Loan Analyst
Bayview Loan Servicing
Horsham, PA
06.2020 - 03.2022
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Ensure borrower is prepared for internal audits through analysis of quality assurance.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
Education
Bachelor of Science - Finance And Business Systems & Analytics
La Salle University
Philadelphia, PA05.2020
Skills
- Customer service-focused
- Collections proficiency
- Financial planning expert
- Equifax Application Engine
- Working collaboratively
- Work ethic
- Reliable and trustworthy
Certification
- Bloomberg Market Concept
Technical Skills
- Microsoft Office (Word, PowerPoint, Excell, and Access)
- Tableau
- JMP Pro
- PowerBI
Languages
Chinese (Cantonese)
Native/ Bilingual
Timeline
Financial Analyst
Hand And Stone
03.2022 - Current
Mortgage Loan Analyst
Bayview Loan Servicing
06.2020 - 03.2022
Bachelor of Science - Finance And Business Systems & Analytics
La Salle University
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