Wei Yan
New York,NY
Summary
Talented Loan Processor with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Accurate and dedicated Loan Processor evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.
Overview
2
2
years of professional experience
Work History
Loan Broker
Acentus Capital Advisors
11.2022 - 03.2023
- Coordinated closing process with attorneys, title companies, and government clerks.
- Set up and completed loan submission packages.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Universal Banker
Abacus Bank
05.2022 - 11.2022
- Balanced teller drawers and ATM cash.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Escrow and Accounting Assistant
KCT Abstract
07.2021 - 04.2022
- Analyzed financial discrepancies and provided solutions for accurate financial records.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Prepared forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests from stockholders.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Forwarded title clearing documentation to title officer for approval.
Education
Bachelor of Science - Applied Science
New York City College of Technology of The City University of New York
Brooklyn, NY01.2019
Skills
- Excel
- Microsoft Office
- Cost Calculation
- Accounting
Languages
Chinese (Mandarin)
Native or Bilingual
English
Limited Working
Timeline
Loan Broker
Acentus Capital Advisors
11.2022 - 03.2023
Universal Banker
Abacus Bank
05.2022 - 11.2022
Escrow and Accounting Assistant
KCT Abstract
07.2021 - 04.2022
Bachelor of Science - Applied Science
New York City College of Technology of The City University of New York
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