Tianbo Yang
Plano,TX
Summary
Accomplished underwriter with a proven track record at State Farm, excelling in call handling and problem solving. Leveraged data-driven insights to surpass sales goals and enhance customer satisfaction. Recognized for exceptional efficiency and adaptability, consistently reaching the most efficient among his peers.
Overview
5
5
years of professional experience
Work History
Underwriter
State Farm
Richardson, Texas
01.2025 - Current
- Review and analyze customer applications, credit reports, and supporting information to assess eligibility and risk.
- Apply company guidelines, federal regulations, and risk policies to approve, decline, or condition applications.
- Maintain detailed records of client interactions and underwriting decisions in CRM or loan origination systems.
- Achieved 9th most efficient call handle time and 2nd in wrap time in 5 months out of training when compared to 181 peers.
- Maintained a higher efficiency in test scores during training compared to other peers in the training team.
Relationship Banker
Comerica Bank
Allen, Texas
01.2024 - 01.2025
- Analyze client portfolios, identify opportunities, and implement strategic financial plans.
- Leverage data-driven insights to banking services and enhance customer satisfaction.
- Pioneer digital banking initiatives, streamline processes, and introduce cutting-edge financial products.
- Adapt swiftly to market trends and evolving customer needs.
- Consistently surpass sales goals, expand client base, and boost revenue streams.
- Drive measurable improvements in customer retention and account growth.
Member Experience Representative
Resource One Credit Union
Garland, Texas
04.2021 - 01.2024
- Processed a range of transactions including deposits, withdrawals, loan payments, and negotiable items while ensuring accuracy and compliance.
- Promoted credit union products and services to customers, enhancing their experience and strengthening client relationships.
- Conducted precise cash handling by verifying and balancing cash daily, promptly detecting and resolving discrepancies.
- Provided exceptional customer service by addressing client inquiries, maintaining confidentiality, and upholding the bank’s professional reputation.
Education
Master of Science - Finance
Texas A&M University-Commerce
Commerce, Texas05.2026
Bachelor of Science - Finance
The University of Texas at Dallas
Richardson, Texas12.2023
Skills
- Volunteer for FMSC
- Volunteer for Mother of Perpetual Help Catholic Parish Church
- Index Fund Investing
Activities
- Volunteer for FMSC
- Volunteer for Mother of Perpetual Help Catholic Parish Church
- Index Fund Investing
Timeline
Underwriter
State Farm
01.2025 - Current
Relationship Banker
Comerica Bank
01.2024 - 01.2025
Member Experience Representative
Resource One Credit Union
04.2021 - 01.2024
Master of Science - Finance
Texas A&M University-Commerce
Bachelor of Science - Finance
The University of Texas at Dallas