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
undefinedMBA (Berkeley System Training Certificate)
Artificial Intelligence (AI) and Machine Learning
Blockchain Technology and Cryptocurrency
Robotics
Reading
Personal Development and Self-Improvement