Charles Lin

Financial Analyst | Product Designer | Legal Background

Role
Portfolio Officer at Preferred Bank
Location
San Marino, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Portfolio Officer

    Preferred Bank

    Jul 2025 — Present · Los Angeles, CA, US

    Directed the underwriting and portfolio management of $58MM in commercial real estate loans, specializing in complex ground-up construction and high-yield income-producing properties- Engineered comprehensive credit assessments by performing rigorous DSCR, sensitivity analysis, and borrower risk evaluations to ensure portfolio stability and regulatory compliance- Spearheaded stakeholder engagement between clients, brokers, and internal credit committees to streamline information gathering and deliver data-backed credit recommendations- Leveraged deep market intelligence, including rent roll and feasibility assessments, to mitigate risk and identify growth opportunities within the regional real estate landscape.

Education

  • Northwestern University

    Bachelor of Arts (B.A.), Biological Sciences - Biochemistry

    2010 — 2014

  • General Assembly

    User Experience Design Immersive, UI/UX Design

  • Pepperdine Law

    Doctor of Law (J.D.), Intellectual Property / Patent Law

    2015 — 2018

Skills

  • Microsoft Word
  • Biochemistry
  • Lexisnexis
  • Powerpoint
  • Microsoft Excel
  • Clinical Research
  • Cell Culture
  • Statistics
  • Public Speaking
  • Research
  • Westlaw
  • Pcr
  • Public Health
  • Stata
  • Data Analysis
  • Microsoft Office

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Charles Lin — Portfolio Officer at Preferred Bank in San Marino, CA, US | Unifers