Charles Lin

Portfolio Officer @Preferred Bank

San Marino, CA, US
MOBILE NUMBERS
+16•••••••74

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WORK HISTORY

Jul 2025 — Present

Portfolio Officer @Preferred Bank

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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

2010 — 2014

Northwestern University

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

N/A

General Assembly

User Experience Design Immersive, UI/UX Design

2015 — 2018

Pepperdine Law

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

SKILLS

Microsoft WordBiochemistryLexisnexisPowerpointMicrosoft ExcelClinical ResearchCell CultureStatisticsPublic SpeakingResearchWestlawPcrPublic HealthStataData AnalysisMicrosoft Office

ABOUT CHARLES LIN

Financial Analyst | Product Designer | Legal Background

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