Kimberly Nguyen

Relationship Manager @Altos Bank

San Francisco, CA, US
EMAILS
k••••••••@altosbank.com
MOBILE NUMBERS
+16•••••••53

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WORK HISTORY

Jan 2025 — Present

Relationship Manager @Altos Bank

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Los Altos, CA, US

Seasoned Private Banking lending and client relationship, client facing with over 15 years of experience with a focus in lending and the delivery of elite client service. Financial analysis, credit and underwriting skills in lending to founders and investors, small business owners and high net worth individuals. Lending in residential home mortgages, Commercial Real Estate and Multi-Family loans, and C&I loans.

EDUCATION

N/A

San José State University

B.S., Finance

N/A

San José State University

MBA, Business Administration

SKILLS

Commercial BankingFinancial StructuringFinancial InstitutionsDepositsTreasury ManagementFinanceFinancial AnalysisCash ManagementMortgage LendingCredit AnalysisAsset Based LendingCreditRetail BankingDue DiligenceCross SellingFinancial ServicesCommercial MortgagesCredit RiskCredit CardsFinancial RiskLines of CreditRelationship ManagementCommercial LendingTrade FinanceMortgage BankingConsumer LendingBankingBusiness DevelopmentRisk ManagementLoan OriginationUnderwritingPortfolio ManagementLoansAnalysis

ABOUT KIMBERLY NGUYEN

Portfolio managementCredit underwritingBusiness developmentRisk managementTechnical writingClinical studies analysisSpecialties: Commercial bankingComputer technologyMedical diagnostics

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