Chenxi ZHOU
Arcadia,CA
Summary
A credit card specialist with entry-level experience specializing in credit card underwriting and providing dedicate customer service to clients. Knowledgeable in compliance and related regulations enabling superior results.
Overview
4
4
years of professional experience
Work History
Credit Card Specialist
East West Bank
2022.09 - Current
- Do underwriting for on average 15 credit card applications and explain decision result to bankers every day.
- Pick up over 50 phone calls from bankers and customers every week. Answering their question and solving customers’ problem with credit card.
- Do daily credit card GL reconciliation and reports related to our department performance.
Internship Student
Guoyuan Securities
2021.04 - 2021.07
- Monitor account transaction records of more than 200 customers, communicate with them, and give them some investment suggestions according to company's financial analyst's market analysis and customers' personal situation.
- Stock market analysis: write daily closing evaluation and forecast trend of market outlook.
Internship Student
China Construction Bank
2019.07 - 2019.08
- Assisted over 300 customers with business processing such as account creation, transaction details printing, financial products introduction with no mistakes identified or inappropriate actions performed.
Manager Assistant
EON UPTIME
2019.04 - 2019.06
- Market analysis: Assist regional manager to conduct market research and analysis, complete Chinese market analysis within two weeks and assist manager to write market analysis report.
- Sales Work: Do advertisement and hold sales activities.
Education
Master of Science - Finance
Washington University in St Louis
St Louis, MO08.2022
Bachelor Degree - Business Economics
University of California, Irvine
Irvine, CA03.2021
Skills
- Soft Skills:
Attention to Detail
Responsibility
Information Updates
Partnering and Relationships
Verbal and Written Communication
- Technical Skills:
- Certificates:
Microsoft Office, Pivot table
Adobe Software
Financial Modeling
FINRA - Securities Industry Essentials
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Credit Card Specialist
East West Bank
2022.09 - Current
Internship Student
Guoyuan Securities
2021.04 - 2021.07
Internship Student
China Construction Bank
2019.07 - 2019.08
Manager Assistant
EON UPTIME
2019.04 - 2019.06
Master of Science - Finance
Washington University in St Louis
Bachelor Degree - Business Economics
University of California, Irvine
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