John Lee
Vice President/ Portfolio Manager at Cathay Bank
- Role
- Vice President Portfolio Manager at Cathay Bank
- Location
- La Habra, CA, US
- LinkedIn followers
- 500 followers
About John Lee
Experienced Credit Analyst and Portfolio manager with 15+ years of experience with financial analysis, underwriting and cash flow analysis. Reputation for driving profits while minimizing risk, securing adequate returns and developing new business. Credit Analyst | Portfolio ManagementEmail: J••••••••@gmail.com Expertise in risk analysis, loan structuring and special assets. Demonstrated ability to evaluate and model a variety of credit risk strategies. Excellent at managing client relationships in any capacity to maximize extensions of credit and minimize losses related to collections. Ability to evaluate and manage all types of credit scenarios and relationships. Deep understanding of financial analysis and loan structuring. Skilled in coordinating the processing of loan packages including compiling pertinent data, assessing financial conditions and risks and analyzing financial information. A proven leader, capable of developing and coaching junior analysts, evaluating performance and executing process improvements. CORE COMPETENCIES: • Financial Analysis • Cash Flow Analysis • Risk Analysis • Team Leadership • Client Relations • Portfolio Management • Business Development • Credit Underwriting • Loan Structuring ACCOMPLISHMENTS:~Increased profitability by securing approval of $10MM in funding, including new commercial real estate and commercial/industrial (C&I) loans.~Executed sound portfolio management, leading to four consecutive annual audits highlighting successful compliance with underwriting guidelines for loan structuring, pricing, and file management.~Twice recognized for exceptional service and support of relationship managers in the field. Please contact me at (21••••••50 with any credit analyst and portfolio management opportunities.
Experience
Vice President Portfolio Manager
Sep 2019 — Present · El Monte, CA, US
Education
UCLA
Bachelor's degree, Political Science - International Relations
Skills
- Underwriting
- Commercial Lending
- Portfolio Management
- Loans
- Financial Analysis
- Banking
- Credit
- Commercial Banking
- Credit Risk
- Mortgage Lending
- Loan Origination
- Credit Analysis
- Small Business Lending
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