Summary
Overview
Work History
Education
Skills
Timeline
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Lei Yao

South San Francisco,CA

Summary

Dedicated Loan Review Specialist with a proven track record of rapid career growth in the Fintech industry, earning three promotions within two years. Leveraging a strong foundation in finance and a deep understanding of underwriting process, I have consistently exceeded performance targets, optimized loan portfolios, and provided exceptional customer service. My ability to adapt to changing market dynamics and collaborate effectively with cross-functional teams has been instrumental in driving success.

Overview

6
6
years of professional experience

Work History

Auto Specialist

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02.2023 - Current


  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers with completing loan applications and other paperwork.


New Account Specialist I, II, III

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10.2021 - 02.2023
  • Address customer inquiries or concerns related to loan reviews
  • Review and analyze loan applications, considering all relevant information provided by applicants.
  • Ensure that each application complies with the underwriting guidelines and policies established by the financial institution.
  • Make informed decisions regarding whether to approve, deny, or request additional information for an application.

Client Service Representative

Bank Of America
07.2019 - 11.2022
  • Greet customers with a friendly and professional demeanor..
  • Process cash deposits and withdrawals accurately and efficiently.
  • Verify the authenticity of currency and checks to prevent fraudulent transactions.
  • Cross-sell and promote the bank's financial products and services

Relationship Banker

Bank Of America
12.2020 - 10.2021
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Analyzed customers' financial information to deliver personalized account guidance.

Sales Advisor

Duty Free Shops
07.2017 - 04.2019
  • Listened to customer details and offered matching solutions to meet wide range of requirements.
  • Provide personalized recommendations and advice based on the customer's requirements and budget.
  • Address any questions or concerns customers may have during the presentation.

Education

Bachelor of Science - Economics

University of California - Davis
Davis, CA
06.2013

Skills

  • Software: Microsoft Excel, Windows
  • Languages: English (Fluent), Chinese (Fluent)
  • Soft Skills: Communication, Problem-Solving, time management

Timeline

Auto Specialist

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02.2023 - Current

New Account Specialist I, II, III

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10.2021 - 02.2023

Relationship Banker

Bank Of America
12.2020 - 10.2021

Client Service Representative

Bank Of America
07.2019 - 11.2022

Sales Advisor

Duty Free Shops
07.2017 - 04.2019

Bachelor of Science - Economics

University of California - Davis

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Lei Yao