周丽华
自由撰稿人

公众号:丽华的流水记
CAREER HISTORY
Personal Banking Manager & Secretary 2004.07-2007.03  
A major Chinese bank 
Responsibilities:
  • Investigate credit record and economics situation of clients, ascertain clients’ repayment ability, and prepare credit reports.
  • Arrange client event, take charge of liaison of VIPs and work with IT department to develop Customer Relationship Management system
  • Organize meeting, take meeting minutes and give report to higher management.
  • Write all department documents, including regulations, event plans, performance evaluation rules, etc.
  • Periodically check up economics situation of clients, and adjust the former loan plan or report the potential risks of delinquency when necessary.
EDUCATION & TRAINING
1. Master’s Degree (Finance) / East China Normal University    (2001 –2004)
2. Bachelor’s Degree (Money and Banking) / Zhejiang University   (1996 –2000)
  Journalism Program / Zhejiang University     (1998 –2000)

职业背景
       个人银行部业务经理兼部门秘书  2004.07-2007.03
       某中资银行
     工作职责:
  • 调查贷款客户的个人信用状况,评估审核客户的现金财务安排,发放个人按揭贷款
  • 定期审核贷款客户的财务变化,根据需要,调整贷款相关要素,汇报贷款风险
  • 负责安排银行VIP客户的联络,联合信息技术部门开发客户信息维护系统
  • 安排部门的工作会议,负责记录会议概要,汇报给上级部门领导
  • 撰写个人银行部门各类文件,包括规章制度、活动安排、激励惩罚机制等等
教育背景
1、金融学硕士(国际金融)华东师范大学(2001 –2004)
2、金融学学士(货币银行专业) 浙江大学(1996 –2000)
新闻学(辅修)浙江大学(1998 –2000)

教育背景

1、金融学硕士(国际金融)华东师范大学(2001 –2004)
2、金融学学士(货币银行专业) 浙江大学(1996 –2000)
新闻学(辅修)浙江大学(1998 –2000)
ZLH2