WENTAO ZHU
Queens
Summary
Motivated and detail-oriented individual seeking a Loan Assistance position. Experienced in customer service, document handling, and administrative support. Fluent in English, Mandarin, and Cantonese. Strong organizational skills and able to communicate clearly with clients.
Overview
3
3
years of professional experience
Work History
Loan Processor
Equity Unlimited
Brooklyn
08.2024 - 11.2024
- Processed loan applications by verifying financial information and documentation.
- Communicated with clients to gather required documentation for loan processing.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Created and completed loan submission packages.
Life Insurance Agent
Alianz Life Insurance
GuangZhou
07.2022 - 08.2023
- Educated clients on life insurance options and benefits.
- Assisted in processing policy applications and documentation.
- Conducted needs assessments to identify client coverage requirements.
- Developed strong relationships with clients through regular communication.
Risk Analyst
Longfor Properties, Guangzhou, China
GuangZhou
06.2021 - 10.2021
- Supported the risk management team in creating risk assessment reports.
- Collaborated with cross-functional teams to gather data for risk evaluation.
- Maintained documentation of risks and mitigation strategies for projects.
Education
Bachelor of Arts - Banking And Finance
Guang Dong University of Finance And Economics
Guang Dong, China06-2023
Skills
- Microsoft Office (Excel, Word, PowerPoint)
- Data entry and record management
- Document management
- Customer service and communication
- Client needs assessment
- Attention to detail
Languages: English (fluent), Mandarin (native), Cantonese (native)
Timeline
Loan Processor
Equity Unlimited
08.2024 - 11.2024
Life Insurance Agent
Alianz Life Insurance
07.2022 - 08.2023
Risk Analyst
Longfor Properties, Guangzhou, China
06.2021 - 10.2021
Bachelor of Arts - Banking And Finance
Guang Dong University of Finance And Economics
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