Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Kei Oaku

Summary

Talented Relationship Manager with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 7 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience

Work History

Corporate Banking Relationship Manager

Sumitomo Mitsui Trust Bank
08.2018 - Current
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Extended and sustained company's relationships with contacts and customers to maintain and inflate business.
  • Convened with customers through personal calling efforts, branch referrals and other contacts to discuss business needs.
  • Analyzed financial data to determine if loan met acceptable risk standards.
  • Supported other account officers in efforts to obtain new business and retain existing bank relationships.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Researched and updated industry knowledge on changing legislation and regulations.

Mortgage Loan Officer

Sumitomo Mitsui Trust Bank
04.2016 - 07.2018
  • Worked with underwriters to fix application problems and resolve issues.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Education

Accounting And Finance

Waseda University
Tokyo
03.2016

Skills

  • Client Relationships
  • Negotiation and Persuasion
  • Commercial Lending and Refinance
  • Strategic Planning
  • Business Consulting
  • Documentation
  • Mortgage Banking and Analysis
  • Cash Flow and Financial Analysis
  • Verbal and Written Communication

Languages

Japanese
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

Corporate Banking Relationship Manager

Sumitomo Mitsui Trust Bank
08.2018 - Current

Mortgage Loan Officer

Sumitomo Mitsui Trust Bank
04.2016 - 07.2018

Accounting And Finance

Waseda University
Kei Oaku