profile                                                

ø  offer solid work experience as well as strong academic background in business administration, finance, credit analysis, investment research, and management

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention

ø  steer business development initiatives; successfully identify and capitalize on opportunities to penetrate and expand markets

ø  dynamic communication, presentation, public speaking, and relationship management skills

ø  proactive team player equally effective in independent and collaborative environments

 

~ key achievements ~

• granted numerous bank of america awards, including award of excellence (2007, 2008), spirit medallion (2007, 2008), small business champion (insert year), star award (insert year), and multiple spirit awards (insert years)
• surpassed quarterly performance goals by an average of 150% as a senior personal banker with boa
• selected to serve as a volunteer speaker and manage the alliance between mentoring partnership for youth development and boa; assisted high school students in advancing their educations, social skills, family relations, and personal wellness
• represented boa at la canada flintridge chamber of commerce
• successfully launched and continue to run real estate investment management firm; applied strong understanding of complex business concepts towards quickly achieving profitability and growing solid portfolio
• maintained full-time work schedule concurrent with academic pursuits; routinely recognized for strong leadership, teamwork, sales, and service

education                                           

bachelor of science in business administration, finance, california state university, northridge                      june 2007

• dean s list

 

~ professional development & certifications ~

accounting certification, university of california, los angeles                                            anticipated completion august 2010

• 4.0 gpa

 

cfa level 1 candidate                                                                                                    anticipated registration january 2010

professional experience                

bank of america corporation                                                                                                                             2003 c present

special assets group credit analyst / associate portfolio officer, pasadena, ca (2009 c present)

• in recognition of outstanding service, steadily progressed within company to attain position responsible for supporting senior-level global corporate investment banking officers in managing $500m+ high risk / criticized / distressed commercial loan portfolio
• conduct credit / financial analyses, initiate actions, monitor covenant compliance, prepare risk rating scorecards, and report on asset quality for multi-million-dollar companies

senior personal banker, flintridge, ca (2006 c 2008)  

• cultivated long-term and business banking client relationships responsible for generating new revenues, repeat business, and customer referrals; worked closely with clients to provide customized recommendations for products and services in line with individual goals

lead service representative / workflow coordinator, los angeles, ca (2003 c 2006)

• effectively mentored and led a team of 15-20 atm review department associates in improving productivity and achieving corporate goals in the busiest transaction review environment nationwide; strategically planned and coordinated workflow

 

founder / president, lebrilla investors, llc, sun valley, ca                                                                              2008 c present

• drive all aspects of day-to-day operations, including business development, financial administration, and real estate acquisitions for commercial and residential property management firm

 

licensed california real estate broker / realtor, de haas realty, inc., sun valley, ca                          2006 c 2008  

• delivered winning presentations and conducted home showings resulting in closings, negotiated transactions, drafted contracts, and explained leases to tenants; worked with buyers and sellers

 

~ professional affiliations ~

member, asian leadership network at bank of america                                                                                      2009 c present

member, la bankers                                                                                                                                         2007 c present

member, business network international                                                                                                            2008