Mason Zhang
Shenzhen Future Tech CO., Limited
Philadelphia,PA
2
Languages
2
years of professional experience
Developed skills in client relationship management and strategic planning in fast-paced sales environment. Seeking to transition into new field, leveraging strong communication and problem-solving abilities. Aiming to bring impactful results and adapt quickly to new challenges.
Work History
Account Executive
1 Year 1 Month- Managed average $80K in monthly wholesale volume while supporting $35K+ in monthly retail sell-through through distributor and B2B partnerships.
- Developed and expanded wholesale distribution by onboarding 25+ retail partners monthly on average across the Greater Philadelphia market.
- Analyzed competitive pricing, demand forecasting, and sell-through metrics to identify market trends and optimize territory strategy.
- Conducted competitive pricing analysis, demand forecasting, and sell-through analysis to identify market trends and optimize territory strategy.
- Cultivated relationships with master distributors and secondary wholesalers to balance inventory availability, pricing competitiveness, and market coverage.
- Developed and trained regional sales teams across North Carolina, Miami, and Pittsburgh, standardizing sales execution and tracking performance.
Senior Underwriter
9 Months- Performed in-depth financial analysis, including reviewing balance sheets, income statements, and credit reports, to accurately determine applicants' creditworthiness and risk levels, leading to improved underwriting accuracy
- Conducted in-depth financial analysis by reviewing balance sheets, income statements, and credit reports to determine applicants' creditworthiness and risk levels, enhancing underwriting accuracy
- Performed comprehensive due diligence on applicants' financial records, credit reports, and business histories, identifying potential red flags and preventing high-risk exposures that could impact portfolio performance
- Utilized knowledge of credit risk metrics, including loan-to-value (LTV), debt service coverage ratio (DSCR), and credit score thresholds, to assess and approve loan applications within established risk parameters, safeguarding portfolio integrity
- Collaborated with agents, brokers, and clients to gather critical application information, ensuring timely data collection while building strong relationships and streamlining processing
Education
Bachelor of Science - Business Management
- Minor: Finance & Organizational Leadership
- Awards: Dean's List (Fall 2023, Spring 2024), 2023 Impact Investing Competition 3rd Ranking
- Relevant courses: Advanced Financial Analytics & Modeling, Corporate Finance Management, Accounting I, II, III, Investment, Managing Negotiation, Entrepreneurial Strategy, Market Analytics, Information System Design
- GPA: 3.51/4.00
Languages
English
Chinese (Mandarin)
Timeline
Account Executive
Shenzhen Future Tech CO., Limited
07.2025 - CurrentRead More
Senior Underwriter
United Wholesale Mortgage
08.2024 - 05.2025Read More
Case Western Reserve University
Bachelor of Science from Business Management
Read More