Lisa Trang TRAN
Sunnyvale,CA
Summary
Excel in meticulous financial analysis, industry research, and efficient underwriting loan application, ensuring optional risk management and fostering client relationship
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director – Regional Relationship Manager
MUFG Bank (previously known as MUFG Union Bank)
07.2010 - 09.2023
- Managed and developed a portfolio of 50+ US and European multinational corporates with more than 200 accounts; served as the main point of contact for Treasury Centers and Finance teams
Associate Product Manager
Standard Chartered Bank
09.2009 - 07.2010
- Assisted the product sales partners to develop solutions and credit recommendations for highly structured trade transactions
Relationship Manager – Global Corporate Banking
Standard Chartered Bank
07.2008 - 08.2009
- Developed and maintained a portfolio of Multinational clients; coordinated with product teams to identify client leads
Portfolio Manager - Global Corporate Banking
Standard Chartered Bank
08.2007 - 07.2008
- Prepared new credit applications, periodical reviews and annual renewals, made recommendations on credit limits for each client and ensured the quality and soundness of credit transactions
Fundamentals Assistant
Advanced Financial Network
02.2006 - 07.2007
- Collected financial data from public listed companies in FTSE and AIM market
Education
Master of Arts, International Business and Administration -
University of Westminster
London, UK07.2007
Master of Science, International Banking and Finance -
London Metropolitan University
London, UK05.2005
Bachelor, Economics -
National Economics University
06.2003
Skills
- Solid Experience in Portfolio Management: 16 years of experience in managing a USD12B portfolio of investment-grade US and European Multinational companies
- Extensive Knowledge in Risk Management and Credit Analysist: Comprehensive understanding of credit underwriting, credit risk assessment, risk frameworks, KYC, and AR collections
- Strong Quantitative & Analytical Skills: hands-on experience in cash flow forecasts, working capital analysis, financial analysis, and risk reporting
- Proven Track Record of Performance: Achieved consistent year-on-year portfolio growth of over 20% Rated Outstanding Performance and Significantly Exceeds Expectations for five consecutive years
Certification
CFA, Level 1
Hobbies and Interests
Meditation
Timeline
Director – Regional Relationship Manager
MUFG Bank (previously known as MUFG Union Bank)
07.2010 - 09.2023
Associate Product Manager
Standard Chartered Bank
09.2009 - 07.2010
Relationship Manager – Global Corporate Banking
Standard Chartered Bank
07.2008 - 08.2009
Portfolio Manager - Global Corporate Banking
Standard Chartered Bank
08.2007 - 07.2008
Fundamentals Assistant
Advanced Financial Network
02.2006 - 07.2007
Master of Arts, International Business and Administration -
University of Westminster
Master of Science, International Banking and Finance -
London Metropolitan University
Bachelor, Economics -
National Economics University
CFA, Level 1
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