Lin Yang
8811 Myhill Rd, Richmond,BC
Summary
- CSC
- Personal Financial Planner (PFP)
Overview
8
8
years of professional experience
Work History
Mobile Mortgage Specialist
CIBC
Richmond , BC
02.2022 - 11.2023
- Established own client base and focused more specifically on client's borrowing needs.
- Performed due diligence reviews on potential borrowers by gathering and verifying their income documents, ensuring accuracy of information provided.
- Dealt with more complicated applications than working in the branch, but able to use critical thinking skills to help client achieve their credit planning goals or inform them on decision making.
- Cultivated strong relationships with partners, such as realtors, investment advisors, and solicitors.
- Average Year End Rating: Achieved All Goals
Financial Advisor
CIBC
Richmond, BC
06.2019 - 02.2022
- Managed and grew my own dedicated client portfolio through professional relationship management and communication skills.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, credit planning, cash flow management, and retirement planning in purpose of helping them make well-informed choices for their future.
- Initial portfolio size 200M, growing to 280M at the time I left with all years rating: Exceeded Expectations
Senior Financial Services Representative
CIBC
Richmond, BC
09.2018 - 06.2019
- Formed a deeper relationship with not only personal but also small business client's by understanding their needs, and then personalized solutions to help them achieve their financial goals.
- Uncovered opportunities and refer to appropriate partners for future growth and client engagement.
- Year End Rating: Successfully Met Expectations
Financial Services Representative
CIBC
Richmond, BC
10.2016 - 09.2018
- Met with clients proactively to foster the relationships, understand clients' financial needs, provide tailored services and recommend the right products and solutions.
- Year End Rating: Exceeded Expectations
Customer Service Representative
CIBC
Richmond, BC
11.2015 - 09.2016
- Worked accurately and efficiently in a multi-tasking environment where high attention to details are required in order to meet client's immediate day to day banking
- 2016 Quarterly Achiever of making the most referrals to Financial Service Representatives
Education
BBA - Accounting and Finance
Simon Fraser University
Burnaby, BC06.2013
Accomplishments
- 2023 CIBC Mortgage Advisor BC Top 10, National top 8%
- 2021 CIBC Imperial Club Financial Advisor
- NPS Score over 85%
Languages
- English
- Mandarin
- Cantonese
Timeline
Mobile Mortgage Specialist
CIBC
02.2022 - 11.2023
Financial Advisor
CIBC
06.2019 - 02.2022
Senior Financial Services Representative
CIBC
09.2018 - 06.2019
Financial Services Representative
CIBC
10.2016 - 09.2018
Customer Service Representative
CIBC
11.2015 - 09.2016
BBA - Accounting and Finance
Simon Fraser University
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