Weilin Li

Experience

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  Hua Xia Bank Co., Ltd.

  Jan 2016 - Jan 2016

  Lobby manager intern

  • Dealed with customer issues and help colleagues to deal with tech problems • Recorded the information of customer compliance, ranked the reasons and found the solutions, besides, compared the amount of compliant each month, during my internship, the complaint rates of customer decreased by 20% totally

• 

  China Development Bank

  Jan 2016 - Jan 2016

  Credit Analyst intern

  • Transformed and cleaned unstructured data into well-structured format Using MS Excel, extracted and managed primary information by VLOOKUP and WHATIF, edited and showed them up in graphs• Wrote report for Analyzing the project information like location, expected profits, industry to balance the funds for different branches

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  Fordham University Gabelli School of Business

  Jan 2017 - May 2017

  Graduate Assistant

  Answered over 150 students’ questions about how to manage and use database efficiently with Access

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  AXA Advisors, LLC

  Aug 2017 - Feb 2018

  Financial Analyst intern

  • Managed over 500 clients’ personal and family investment management, insurance, business planning, and benefits opportunities information using Asset-Map and Salesforce.com

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  Hua Xia Bank Co., Ltd.

  Jul 2018 - Dec 2019

  Operations
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  Mintrust

  Mar 2020 - now

  Assistant Manager