Jenny Tang
Renton,WA
Summary
Results-oriented financial services professional with 18 years of experience in commercial banking and treasury management. Expertise in client relationship management, financial analysis, and risk assessment, complemented by a background in credit portfolio management. Demonstrated success in M&A advisory and strategic financial planning, aiming to enhance transaction services at Moss Adams.
Overview
18
18
years of professional experience
Work History
Senior Treasury Client Manager, AVP
KeyBank
Seattle, USA
01.2018 - Current
- Manage treasury services for a diverse portfolio of commercial banking and agribusiness clients, ensuring client satisfaction and effective account management
- Develop and implement cash management and treasury strategies to optimize financial operations for clients
- Analyze financial data, assess risk exposure, and provide actionable insights to enhance the efficiency of treasury services
- Collaborate with cross-functional teams to conduct financial due diligence, risk assessment, and compliance reviews to ensure adherence to regulations and policies
Credit Portfolio Analyst
KeyBank
Seattle, USA
01.2017 - 01.2018
- Oversaw credit policy compliance and asset quality for the West Coast Commercial Credit Portfolio
- Conducted financial due diligence, risk analysis, and portfolio management strategies to support M&A transactions and capital allocation decisions
- Developed risk mitigation strategies, reducing credit exposure by 10% and improving overall portfolio quality
- Presented analytical findings to senior management, aiding in strategic decision-making and financial planning
Senior Relationship Associate
KeyBank
Seattle, USA
01.2007 - 01.2017
- Managed client relationships, providing customized financial solutions and strategic advisory services
- Enhanced asset quality by implementing rigorous credit analysis procedures and risk assessment frameworks
- Led transaction structuring efforts for high-value credit deals, ensuring compliance and risk mitigation
- Increased client satisfaction scores by 20% through process improvements and proactive communication
- Recognized for outstanding performance in managing the West Coast Commercial Credit Portfolio
Education
Bachelor of Fine Arts - Photography
University of Washington
Seattle, WASkills
- Financial Due Diligence and Risk Assessment
- Transaction Services and M&A Advisory
- Treasury and Cash Management Strategies
- Credit Risk Analysis and Portfolio Management
- Client Relationship and Account Management
- Compliance and Regulatory Reporting
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft OneNote
- Microsoft Teams
- Salesforce
References
Available upon request.
Languages
- Cantonese, Intermediate
- Mandarin Chinese, Novice
Timeline
Senior Treasury Client Manager, AVP
KeyBank
01.2018 - Current
Credit Portfolio Analyst
KeyBank
01.2017 - 01.2018
Senior Relationship Associate
KeyBank
01.2007 - 01.2017
Bachelor of Fine Arts - Photography
University of Washington
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