Kaiyu(Kyson) Liu

• Business review for drawdown, fee charge, account adjustment, and other daily transactions.
• Portfolio operational management: customer due diligence, loan contract and collateral management, annual review, and bank account operations.
• Undertake self-checking and audit tasks.
• Operational risk and internal control management, and subsequently reviewing SOPs.
• Trained new team members on company policies and accounting systems to keep team operations productive and efficient.
• Resolved client issues and complaints promptly, maintaining trust and loyalty.
• Answered customer questions to maintain high satisfaction levels.
• Collaborated with internal teams to create customized financial solutions for clients.

• KYC and ongoing compliance due diligence.

• Account opening and closing.

• Operating numerous loan information management systems.

Facility documentation, collateral recording, and filing.

• Loan drawdown, loan repayment, and rollovers.

• Initiate the credit rating and annual review for small builder loan customers.

• Collection and monitoring of fee-charges.

• Deposit-taking process.

• Monitoring account performance.

• Customer documentation and credit filing.

• Funding arrangement (inward/outward) reporting.

• Assist in deal structuring and research.

• Internet banking product-related tasks.

• Plant Cultivation & Maintenance: Sowing seeds, transplanting seedlings, pruning, watering, and fertilizing plants.
• Cleaning and sanitizing greenhouse areas to prevent disease spread.
• Assisting with product packaging, labeling, and preparation for shipment.

• Engaged in banking IT systems planning and demand management.
• Participated in demand management and research for core banking systems and lending systems.
• Worked closely with clients, technicians, and managerial staff to provide operational support and project updates.

• Facilitated loan services for individuals and businesses.
• Engaged in cross-border business and foreign exchange business.
• Managed personal wealth and investments.
• Executed transactions with corporate accounts in a teller capacity.
• Supervised daily operations at a busy financial branch.