Zheyan Zhang

• Analyzing financial statements and reports.
• Assisting in the preparation of financial forecasts and budgets.
• Supporting the evaluation of financial data to identify trends and make recommendations.

• Assisting with client inquiries and providing support in day-to-day banking operations.
• Helping manage customer accounts, including opening accounts, processing transactions, and resolving issues.
• Learning how to build and maintain client relationships.

• Assisting in the assessment of loan applications, including reviewing credit histories and financial statements.
• Supporting the evaluation of credit risk and determining lending criteria.
• Learning about different types of loans and the process of loan approval and monitoring.

4. Data Analysis and Research:

• Conducting market research to understand industry trends and customer preferences.
• Analyzing data to provide insights for decision-making.
• Supporting research on competitors and market conditions.

• Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
• Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
• Sorted and organized files, spreadsheets, and reports.
• Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
• Prepared project presentations and reports to assist senior staff.