
Timeline
About me
Trade Services Manager at Wells Fargo
Education

Syracuse university - martin j. whitman school of management
2012 - 2014Master of business administration (mba) finance overall gpa of 3.65/4.0Activities and Societies: • Member of Whitman Women in Business • Member of Master Toast Toastmasters • First Place Prize Winner of 2012 Whitman Mini Case Competition

Michigan state university
2002 - 2007Bachelor of arts (b.a.) finance, specialization undergraduate in international business overall gpa of 3.88/4.0Activities and Societies: • Member of National Society of Collegiate Scholars (NSCS) • Member of Beta Gamma Sigma • Member of Student Investment Association (SIA) Graduated with High Honor.
Experience

Korimax & co., ltd.
May 2004 - Jul 2004Marketing department intern• Designed and executed a market research project for the firm’s distribution sectors.• Supply chain management by managing inventory and stock replenishment for merchandises.

Korea exchange bank
May 2009 - May 2012• Export/Import Financing: Examined and opened letters of credit/letters of guarantee/documentary collections under UCP 600 and ISBP rules, and dealt swift messages related to exports/imports. • Corporate Financing: Credit assessment and account management for corporate loans and financing options. • Contributing member of a high performance team that achieved a bi-annual goal of raising US$7 million in profits. • Managed relationship with 30 corporate customers as a management team member.• Successfully trained three new employees in the area of export/import financing. Show less
Assistant Manager for Corporate Banking
Feb 2011 - May 2012Assistant Manager for Personal Banking
May 2009 - Jan 2011

Language resource center - lrc
Apr 2015 - Dec 2016Freelance interpreter• Provide Korean interpreting services to clients who are in needs for language interpretation in healthcare, finance, and education.• Mediate cultural differences that might occur in conversation between clients and the other party.

Wells fargo
Jan 2017 - now• Manage 2 Export teams in Charlotte that assist customers with Export Letters of Credit documents’ examination, processing, financing, and customer services.• Liaise with internal customers in Product, Relationship, Portfolio Management and Underwriting, Loan services to meet external clients’ needs with high quality. • Established the process map for Swift Trade Loans with Business Process Management as a Subject Matter Expert (SME). • Manage 30 strategic Corporate and Middle Market Banking customers with complex export transactions, financing, and large revenues greater than $50K per year. • Efficiently streamlined handling procedures for clients with the highest volumes and revenue. • Perform Charlotte site manager’s responsibilities when needed. • Released Export Letters of Credit payments, financing, sight/ usance transactions, and examined Letters of Credit documents.• Operated managerial job functions in the absence of a team manager.• Successfully organized and executed the TradeWorks system user training for Enterprise Global Services (EGS) team members in India.
Trade Services Manager, Export teams in Charlotte (Centralized and TradeAccelerate)
Mar 2022 - nowTrade Services Manager, Charlotte TradeAccelerate team
Mar 2019 - Mar 2022Trade Services Team Lead, Charlotte In-Market team
Jan 2017 - Feb 2019
Licenses & Certifications

Fund investment advisor
Korea financial investment associationDec 2010.webp)
Certified documentary credit specialist (cdcs)
Baft (bankers association for finance and trade)Apr 2018
Honors & Awards
- Awarded to Heejin GrandyChancellor’s Award for Public Engagement and Scholarship - Apr 2014 Lean Six Sigma project worked on a problem presented by WYNIT distribution, a Syracuse-based distributor for national brands in consumer electronics, photography, wide format printing, security, and outdoor leisure and adventure activities. Following the Lean Six Sigma methodology learned in class, my team spent three months working with WYNIT to improve the company's New Line Acquisition Process. The team collected data, analyzed the current process, and performed hypothesis testing and… Show more Lean Six Sigma project worked on a problem presented by WYNIT distribution, a Syracuse-based distributor for national brands in consumer electronics, photography, wide format printing, security, and outdoor leisure and adventure activities. Following the Lean Six Sigma methodology learned in class, my team spent three months working with WYNIT to improve the company's New Line Acquisition Process. The team collected data, analyzed the current process, and performed hypothesis testing and statistical analysis, identifying key bottlenecks that were causing delays. Our recommendations resulted in an overall process reduction time of approximately 79 days, earning the appreciation of the company's leadership staff. Show less
Languages
- koKorean
- enEnglish
- jaJapanese
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