Yunran Huan
Summary
My academic background has equipped me with quantitative and analytical skills, essential for tackling financial challenges. Through internships at China CITIC Bank International Shanghai Branch and CMB Financial Leasing Co., Ltd., both in Operational Department, I gained insight into how the back-office operations of financial institutions support overall business operations.
Overview
1
1
year of professional experience
Work History
Operation Department
China CITIC Bank International Shanghai Branch
01.2024 - 02.2024
- Assisted in organizing, inputting, and verifying customer information, as well as basic banking operations such as printing and archiving business documents. Ensured the completeness and traceability of all business documents.
- Collected account fund transfer applications and related documentation, organized and categorized them, reviewed for compliance, contract validity, and invoice authenticity, promptly communicated and coordinated with relevant departments upon identifying issues, ensuring timely supplementation and correction of materials.
- Assisted the Marketing Department in collecting interbank trading data such as transaction amounts, transaction counts, and counterparty information, to understand the trends and patterns of interbank transactions.
Operation Department
CMB Financial Leasing CO., LTD.
11.2022 - 01.2023
- Understood the loan approval process for leasing project proposals, ensuring all project documentation was complete and accurate, facilitating a smooth process that complied with company policies and regulatory requirements.
- Assisted in handling post-investment modification applications for leasing projects, tracking and supervising the modified projects, promptly identifying and reporting potential issues, which effectively enhanced project operational efficiency.
- Compiled and organized research reports on the development and corporate culture of peer benchmark companies in the same year.
- Sorted and organized files, spreadsheets, and reports.
Education
Bachelor of Science - Financial Mathematics And Statistics; Accounting
The University of Sydney
Sydney, NSW06-2025
Skills
- MS Office
- Video Editing
- Problem-Solving
- Teamwork and Collaboration
Timeline
Operation Department
China CITIC Bank International Shanghai Branch
01.2024 - 02.2024
Operation Department
CMB Financial Leasing CO., LTD.
11.2022 - 01.2023
Bachelor of Science - Financial Mathematics And Statistics; Accounting
The University of Sydney
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