FEI FANG
Richmond,BC
Summary
Self-driven analyst with experience in Retail and Financial industry, focusing on creating much impact as possible. Proven track record in process automation and effective control assurance to improve efficiency and control risk. Rich experiences in using Excel and VBA.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Associate Advisor
Royal Bank of Canada
Vancouver, BC
09.2023 - Current
- Assisted executive leaders in decision-making processes by creating daily reports and suggesting areas for development.
- Identified operational and performance issues and worked with managers to resolve concerns.
- Monitored operations and reviewed records and metrics to understand company performance.
- Provided customer service to clients and addressed inquiries via phone, email, or in-person.
- Assisted with client onboarding and account openings, including gathering documents and data entry.
Credit Advisor
Royal Bank of Canada
Vancouver, BC
11.2022 - 09.2023
- Provided guidance to clients on how to improve their creditworthiness.
- Researched and evaluated financial data for potential credit application.
- Analyzed customer's debt-to-income ratios to determine eligibility for loans or other financial products.
- Performed periodic reviews of client accounts to ensure compliance with company policies and procedures.
- Ensured that clients are aware of the available options regarding financing products.
Operations Legal Specialist
Collingwood Law Office
Vancouver, BC
10.2021 - 11.2022
- Prepared legal documents such as contracts, leases and other agreements for review by attorneys.
- Provided advice on operational risk management issues associated with contractual obligations.
- Reviewed existing operations processes for accuracy, timeliness, and adherence to internal guidelines.
- Identified needs of customers promptly and efficiently.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Education
Bachelor of Arts - Economics
Simon Fraser University
Burnaby, BC12-2020
Skills
- Financial Planning
- Portfolio Analysis
- Client Relationship Building
- Quantitative skills
Certification
Canadian Securities Course (CSC)
Comprehensive and foundational knowledge about financial instruments such as equities, managed products, structured, products, derivatives.
Timeline
Associate Advisor
Royal Bank of Canada
09.2023 - Current
Credit Advisor
Royal Bank of Canada
11.2022 - 09.2023
Operations Legal Specialist
Collingwood Law Office
10.2021 - 11.2022
Bachelor of Arts - Economics
Simon Fraser University
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