Judy Tong
Temple City
Summary
Accomplished Business Relationship Manager with a successful tenure at Chase Bank, recognized for driving client retention and portfolio growth. Utilizes financial analysis expertise and superior communication skills to offer personalized lending solutions that enhance client satisfaction and foster enduring partnerships. Fluent in Mandarin, Cantonese, and Vietnamese, improving engagement with a diverse client base.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Business Relationship Manager
Chase Bank
07.2022 - 08.2024
- Managed a portfolio of 90-120 business clients' annual revenues ranging from $1 million to $5 million.
- Identified financial goals and built collaborative partnerships across business line to meet client needs.
- Conducted regular in-person visits with prospects and existing clients, fostering relationship-driven engagement.
- Leveraged expertise in business, finance, and risk management to recommend tailored financial solutions for clients.
Relationship Banker
East West Bank
06.2017 - 04.2020
- Worked closely with clients to assess financial needs and recommend appropriate banking products and services.
- Assisted clients with account maintenance, including deposits, withdrawals, fund transfers, and general banking inquiries.
- Opened new personal and business accounts, ensuring accuracy, compliance, and an exceptional onboarding experience.
- Guided clients through loan applications and credit options, offering clear explanations and tailored recommendations.
- Delivered high-touch service to drive satisfaction, loyalty, and cross-sell opportunities within existing client base.
Home Loan Consultant (division reorganization)
Wells Fargo Bank
04.2017 - 09.2017
- Evaluated loan applications, analyzing credit and financial documents to confirm compliance with policies and regulations.
- Guided clients through mortgage and personal loan processes, offering personalized solutions to meet their financial needs.
- Collaborated with underwriting and risk management teams on accurate loan approvals, and minimized possible lending risks.
- Delivered excellent customer service by addressing client concerns promptly, ensuring a smooth and efficient loan process.
Financial Lending Officer
Bank of America
09.2013 - 05.2017
- Evaluated loan applications, analyzing credit and financial documents to confirm compliance with policies and regulations.
- Guided clients through mortgage and personal loan processes, offering personalized solutions to meet their financial needs.
- Collaborated with underwriting and risk management teams on accurate loan approvals and minimize possible lending risks.
- Delivered excellent customer service by addressing client concerns promptly, ensuring a smooth and efficient loan process.
Resident Lending Officer (division closed)
Bank of The West
08.2015 - 03.2017
- Evaluated loan applications, analyzing credit and financial documents to confirm compliance with policies and regulations.
- Guided clients through mortgage and personal loan processes, offering personalized solutions to meet their financial needs.
- Collaborated with underwriting and risk management teams on accurate loan approvals and minimize possible lending risks.
- Delivered excellent customer service by addressing client concerns promptly, ensuring a smooth and efficient loan process.
Home Loan Consultant (division reorganization)
Wells Fargo Bank
07.2012 - 08.2015
- Evaluated loan applications, analyzing credit and financial documents to confirm compliance with policies and regulations.
- Guided clients through mortgage and personal loan processes, offering personalized solutions to meet their financial needs.
- Collaborated with underwriting and risk management teams on accurate loan approvals and minimize possible lending risks.
- Delivered excellent customer service by addressing client concerns promptly, ensuring a smooth and efficient loan process.
Education
California State University of Los Angeles
Pasadena City College
Verdugo Hills High School
Skills
- Mandarin, Cantonese, and Vietnamese proficiency
- Commercial and residential lending expertise
- Networking and cross-selling strategies
- Portfolio growth management
- Financial analysis and credit evaluation
- Client retention and relations
- Business development
- Risk management and Regulatory compliance
Certification
- NMLS Registered
Timeline
Business Relationship Manager
Chase Bank
07.2022 - 08.2024
Relationship Banker
East West Bank
06.2017 - 04.2020
Home Loan Consultant (division reorganization)
Wells Fargo Bank
04.2017 - 09.2017
Resident Lending Officer (division closed)
Bank of The West
08.2015 - 03.2017
Financial Lending Officer
Bank of America
09.2013 - 05.2017
Home Loan Consultant (division reorganization)
Wells Fargo Bank
07.2012 - 08.2015
California State University of Los Angeles
Pasadena City College
Verdugo Hills High School
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