Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
63
Kaiwen Yang

Kaiwen Yang

Suzhou,Jiangsu

Summary

Dynamic Loan Processor Manager at East Capital Funding with strong leadership and analytical skills. Achieved timely loan processing and enhanced team productivity through effective training and conflict resolution. Proficient in commercial mortgage loans and risk management, driving success in fast-paced environments while fostering professional relationships.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Loan Processor Manager

East Capital Funding
12.2024 - Current
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Handled any conditions sent from underwriting departments.
  • Processed loans within various departments to achieve timely, accurate, and fair proceedings.

BFSI Trainer

HSBC Finance Corporation
10.2021 - 12.2024
  • Mentored new hires, resulting in stronger staff development and increased productivity.
  • Developed lesson plans, instructional materials and written practice tests for financial instruments and insurance training courses.
  • Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
  • Built and maintained professional relationships with vendors and suppliers.

Self-Managed Super Fund Audit Assistant

MGI Joyce Dickson
12.2017 - 11.2019
  • Performed auditing work in accordance with rigorous IFRS auditing standards and principles.
  • Worked audit engagements for individual self-managed super fund with over A$1,000,000 balance.
  • Participated in workshops and educational opportunities to build skills set and add value to the SMSF department.
  • Analyzed trends in financial data to investigate fluctuations.

Education

Bachelor of Commerce - Accounting And Finance

Griffith University
Gold Coast, AU
11-2017

Skills

  • Fast leaning and analytical thinking
  • Strong leadership
  • Goal setting and achievement
  • Team management experience
  • Conflict resolution techniques
  • Risk management
  • Complex mathematics
  • Commercial mortgage loans
  • Proficient in BytePro, Google Suite, and MS Suite

Accomplishments

  • Establish and supervised a team of 3 loan processors based in Suzhou, China.
  • Collaborated with team members in the development of SOPs for initial loan submission, pipeline management, and closing coordination.
  • Improved office overall accuracy and efficiency by implementing weekly complex condition reviews and monthly Fannie Mae Guidelines trainings.

Certification

  • Chartered Accountants Australia and New Zealand Academic Membership.
  • Certified Financial Planner Allied Professional.
  • Legal Professional Qualification Certificate of People's Republic of China

Languages

English
Full Professional
Chinese (Mandarin)
Native or Bilingual

Timeline

Loan Processor Manager

East Capital Funding
12.2024 - Current

BFSI Trainer

HSBC Finance Corporation
10.2021 - 12.2024

Self-Managed Super Fund Audit Assistant

MGI Joyce Dickson
12.2017 - 11.2019

Bachelor of Commerce - Accounting And Finance

Griffith University

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