Artificial Intelligence (AI) and Machine Learning


Relationship Banker and licensed mortgage specialist with a proven
track record at East West Bank, delivering tailored financing solutions
and generating in average $1M in monthly deposits. Expert in client
relationship management and cross-selling financial products,
achieving an average of 6 closed mortgage loans monthly.
Committed to providing exceptional service to high-net-worth
clients.
- Delivering comprehensive banking services to high-net-worth
clients in Beverly Hills area, specializing in mortgage lending for luxury
real estate.
- Hold an active NMLS license for mortgage loan origination.
- Average 5 closed mortgage loans monthly, totaling $7.5M–$10M in
funded volume; 10+ applications initiated each month with loan
sizes ranging from $1.5M–$2M
- Expertly cross-sell financial products including Certificates of
Deposit (CDs), Money Market Accounts, and personal loans.
- Open new personal and business accounts, generating an
average of $900K in monthly deposit growth for the Beverly Hills
branch.
- Advise clients on high-value residential property purchases ranging
from $1M to $5M+, providing tailored financing solutions including
jumbo and portfolio loans.
- Provide white-glove service to a high-end clientele, building
long-term relationships.
- Generated over $1 million in total sales within 9 months.
- Consistently exceeded the monthly sales goal of $100,000+
- Grew sales by 20% through expert merchandising and personal
client outreach via social media.
- Focused on VIP clientele using 80/20 strategy.
- Daily handling of register operations and transactional analytics.
- Best seller of the month (5 times) in Designer RTW department.
- Increased customer base by 15%.
Alternative investments
Real estate investments
Stock market
Investment advisory services
Financial analysis
Mutual funds
Cash flow management
MBA (Berkeley System Training Certificate)
Artificial Intelligence (AI) and Machine Learning
Blockchain Technology and Cryptocurrency
Robotics
Reading
Personal Development and Self-Improvement