Toronto2002 - 2004• Gathered real estate market information, researched and analyzed market data of real estate in various U.S. and Canadian cities, rendering more region-specific and more accurate financial modeling for existing mortgage clients.
• Collected and analyzed the loan-related information such as Financial Statements, Rent Roll, Tax Bills,Insurance Certificate and environment assessment from the borrowers for close scrutiny.
• Deployed financial tools and internal benchmark to review and rate the commercial loans.
World Trade Centre
- Market Consultant
2002 - 2002(MBA Student Summer Project)
• Gathered and analyzed macroeconomic data, the competitive landscape of the environmental products and services in six Central American countries.
• Crafted marketing strategies for Quebecan environmental products and services to penetrate the Caribbean markets, which helped the organization gain approval and support from the Montreal Municipal Government to explore the market.
Canadian Imperial Bank of Commerce
- Client Service Executive
2000 - 2000• Provided efficient service to customers by assisting them with transactional banking needs and promoting the use of the self-serve banking channels.
• Promoted convenience banking products and services and accommodated customer queries.
• Recognized sales and referral opportunities, probing for additional opportunities and referring to the sales team for follow up and closure.
Ministry of Commerce of China
- Overseas project manager
1993 - 1999• Managed a $30 million National Theatre project in Ivory-Coast, winning high recognition while cutting the budget by 5% by coordinating Chinese and African governments, subcontractors and partners effectively and completing the project ahead of schedule.
• Analyzed and adjusted the financing and capital allocation scheme regularly, ensuring the budget was under control in each checkpoint and milestone stage.
• Supervised and coordinated the insurance, engineers dispatching, purchase of equipment and material, negotiation of contracts, and the visits of high-ranking official involved in the project.
• Negotiated and crafted the cooperation agreement of a sugar mill project in Togo, laying out the financial and legal terms, which generated $ 400,000 net profit annually.
