Yanhui Chen

Experience

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  Bank of China

  Jul 2012 - Oct 2019

  Customer Relationship Manager

  1.Developed and expanded personal loan channels by establishing partnerships with Le You Jia Holding Group (a medium-sized real estate company), Chery Automobile, and Weltmeister New Energy Automobile. 2.Maintained and nurtured existing cooperation channels, providing business consultation for partners, and promoting joint marketing campaigns between banks and enterprises.3.Managed personal loan business, conducting pre-loan investigations, post-loan risk investigations, and collections of overdue customers. Analyzed and sorted out overdue customer feature reports to minimize risk and improve efficiency.4.Conducted market research to excavate customer demand and promoted customer utility maximization by providing customized loan products and services.Achievement: Ranked first in the branch business assessment and awarded the title of Excellent Consumer Loan Manager in 2017 and 2018. Show less

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  AIA

  Nov 2019 - Jul 2020

  Insurance Consultant

  1.Provided consulting services on insurance financial planning and financial risk management to individual and corporate customers.2.Collaborated with bank channels to expand customer base and organize customer expansion activities.3.Assisted supervisors in training team members and recruiting partners.Achievement: Improved leadership, organization, and coordination abilities through assisting in training team members and collaborating with bank channels. Successfully expanded the customer base through customer expansion activities, resulting in increased revenue for the company. Show less

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  Ping An Bank Co., Ltd.

  Dec 2020 - Aug 2022

  Loan Approval Manager

  1.Handle loan by mortgaged property and residential mortgage loan and evaluate applier’s risk and repay ability. 2.Generated statistical reports on loan processing efficiency, measured BER (error rate), and reported on average workload per employee.3.Conducted strategic analysis to identify areas for process improvement and recommended changes to daily operations and task assignments.4.Ensured compliance with banking regulations, policies, and procedures in all loan operations.5.Collaborated with team members to resolve complex loan application issues and provided guidance and training to new team members.Achievement: Gained a comprehensive understanding of the operation situation of large real estate companies in Shanghai and improved my data analysis and problem-solving skills. Show less

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  Healthy Foods House Ltd.

  Sept 2024 - now

  Financial Accountant

  1. Assisted preparing financial statements and reports while managing bookkeeping tasks, including VAT returns, bank reconciliations, and monthly management reports, ensuring accuracy and timely submission.2. Administered weekly and monthly payroll processing with Brightpay, including payslip distribution, RTI submissions, and auto-enrolment for employee pensions, ensuring full regulatory compliance.3. Managed day-to-day administrative duties, including creating supplier management and inventory tracking systems to streamline purchasing and improve operational efficiency.4. Developed data analysis tools using pivot tables to optimize pricing and cost control strategies, enhancing revenue growth. Show less