Xiaolei Chen
Richmond Hill,Ontario
Summary
Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 4 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Loan Specialist position. Ready to help team achieve company goals.
Multi-talented Marketing Specialist enthusiastic about applying diverse skills to all areas of marketing. Flexible team player knowledgeable about both traditional and digital marketing strategies.
Overview
9
9
years of professional experience
Work History
Loan Specialist
Shandong Boquan Financial Service Limited Company
03.2018 - 02.2022
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
Marketing Specialist of Group Cusomers
Jinan Taishan 1532 Economy And Trade Company
03.2013 - 02.2018
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Worked closely with in-house design team to develop visuals for content.
- Monitored trends in social media, industry, and competitive landscape to create new material.
- Updated social media platforms with latest news and corporate details.
Education
MBA - Business Management
Shandong University
27 Shanda S Rd, Jinan, Shandong, China06.2014
Skills
- Credit History Assessment
- Loan Evaluations
- Customer Assistance
- Real Estate Loans
- Commercial Real Estate
- Explanation of Loans
- Client Interviews
- Settlement Statements
- Effective Communication
- Financial Advisement
- Payoff Planning
- Complete Loan Applications
- Project Management
- Marketing Material Design
- Pricing Structures Knowledge
- Time Management
- Market Research Expertise
- Sales Expertise
- Survey Consumers
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Loan Specialist
Shandong Boquan Financial Service Limited Company
03.2018 - 02.2022
Marketing Specialist of Group Cusomers
Jinan Taishan 1532 Economy And Trade Company
03.2013 - 02.2018
MBA - Business Management
Shandong University
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