1. Louis L. Zhou
16 Hutcheson Pl, Lynbrook, NY 11563 // 516-395-8702 // zl89322@gmail.com
Profile
MBA graduate in the major of Finance, enthusiastic for helping business to develop and grow. Optimistic and conscientious person with strong
communication skill. Preparing for the CFA test expected completion on 2016. Seeking FT opportunities in (but not limited) the financial field.
Education
Frank G. Zarb School of Business, Hofstra University, Hempstead, NY 1/2014-12/2015
Master of Business Administration in Finance. GPA: 3.51/4.0
Related Courses: Technical Analysis Advanced Statistical Modeling in Finance, Financial Reporting and Analysis.
The North China University of Technology, Beijing, China 7/2007-6/2011
Bachelor Degree of Science in Mathematics
Related Courses: Mathematical analysis, Advanced algebra, Abstract mathematic, Mathematical modeling.
Work Experience
Hanover Community Bank, NY --- Loan Support Representative 3/2016 – 11/2016
Maintained and organized around 10 clients’ electronic loan files systemically.
Processed loan files, Entered, and updated the information in the bank operating system (Encompass).
Evaluated each new client’s credit history, FICO score, and credit record (via Experian, TransUnion, and Equifax) to ensure quality of the client.
Evaluated clients’ personal property, prepared, analyzed, and reviewed appraisal report of property.
Gathered and collected all necessary documentation needed for underwriting review, maintained the pipeline to company standards and actively
updated reporting.
Coordinated with client, broker, attorney, and appraiser to operate daily work, like confirm each case schedule and property details, etc.
Nassau County, Mineola, NY ---- Administrate Assistant of Social Services Department 5/2015 - 8/2015
Created and organized around 50 clients’ personal folders and background checks per day.
Scheduled clients’ appointments, supervised each client’s attendance, and solved 5 persons’ questions per day.
Posted and maintained current training materials and contents, reserved internal and off-site facilities for each clients.
Observed and followed up with each client for 1 year, updated client’s record, and closing each client’s case.
China Galaxy Securities, Beijing, China --- Financial Advisor Intern 7/2013 - 12/2013
Forecasted stock prices based on data derived from financial market, like prices, volume, and psychological indicators.
Maintained and organized the electronic financial files systemically 3 times per week.
Answered around 30 calls every day regarding customer concerns like company’s business, products, etc.
Yinghua English Training School, Beijing, China --- Financial Advisor Intern 6/2011 - 5/2013
Updated transactions in QuickBooks based upon daily operations 2 times per week, such as adding vendor accounts, exporting and editing weekly
transaction reports.
Updated school’s website weekly, answered around 50 customers’ phone call per day
Drew up and implemented market planning with Manager, contacted advertisement and PR company, resulted in 15% revenue growth in 1 year.
Managed and audited education implements for all the 7 rooms of school.
Assisted accounting department with monthly bank statement reconciliations.
Activities
North China University of Technology, Vice President of SSA, Beijing, China 9/2008-6/2010
Coordinated ‘Qing Chun Fei Yang’ event for 350 students, negotiated with university to select activity yard, and applied for sponsorship from different
cooperators like Coca-Cola and Pizza Hut.
Held Mathematical Modeling Competitions among 10 universities in Beijing and contacted those universities. Communicated with 6 teammates to
discuss the winning strategy of competition.
Represented students in communicating daily needs with school administration.
2008 Beijing Olympic Games, Volunteer, Beijing, China 4/2008-9/2008
Guided travelers and Olympic Game players in the Olympic village.
Arranged playground and cleaned players’ room.
Skills
IT: MS Word, Excel, PowerPoint, Bloomberg, StatTools Languages: Mandarin (fluent), English (proficient)
