Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yueru (Alice) Yang

San Jose

Summary

Top Producer

BMO Certified HELOC banker

Overview

11
11
years of professional experience
2014
2014
years of post-secondary education

Work History

Relationship Banker

J.P.Morgan Chase
Sunnyvale
04.2025 - Current
  • License banker
  • SIE, Series6, Series63 , Life Insurance

Retail Relationship Banker

BMO
Fremont
09.2023 - Current
  • Tier 1, Top1 of the whole region in Q1 2025
  • Over 300% of Sales Goals in Q4 2024, Q1 2025
  • Over 300% of referral goal in Q1 2025
  • BMO qualified personal landing for HELOC

Universal Banker

Bank of the West / BMO
Fremont
02.2023 - 09.2023
  • 100% Of quarterly sales goal
  • Cross-sold bank products according to clients need.
  • Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.

Loan Processor Jr.

General Mortgage Capital Corporation
Burlingame
02.2021 - 02.2022
  • Collating of data, Help loan officer to request VOE, VOE with income, escrow, appraisal, HOA insurance, Master EOI, etcs
  • Skilled in using The Work Number and Ucomfirm all third party websites
  • General computer proficiency with a working knowledge of Microsoft Office and Email, knowledge of Encompass

Finance & Product Consultant Intership

Shandong International Trust Corporation
Shandong
05.2015 - 08.2015
  • Answering all finance-related questions
  • Addressing clients' concerns
  • Tell about the role of a financial consultant to clients
  • Assist my manager to collect necessary data

Education

UX/UI -

Berkeley Extension

Finance

San Francisco State University

International Economic Program

Shandong University
China

Skills

  • Experienced on HELOC
  • Fast learner
  • Build strong customer relationship
  • Netoxygen
  • SIE, Series6, Series63, Life Insurance

Timeline

Relationship Banker

J.P.Morgan Chase
04.2025 - Current

Retail Relationship Banker

BMO
09.2023 - Current

Universal Banker

Bank of the West / BMO
02.2023 - 09.2023

Loan Processor Jr.

General Mortgage Capital Corporation
02.2021 - 02.2022

Finance & Product Consultant Intership

Shandong International Trust Corporation
05.2015 - 08.2015

UX/UI -

Berkeley Extension

Finance

San Francisco State University

International Economic Program

Shandong University
Yueru (Alice) Yang