Wendy Lo

Banking

Since 2010, Wendy Lo has been working in Innovative Bank. This professional is a proficient First Vice President, Senior Credit Administrator, Senior Lending Officer, Loan Servicing Manager with over 25 years of work experience. According to Wendy's resume and work profile, the professional has worked at more than seven companies with diverse backgrounds and gained different skills. Wendy attended school at the University of California, Riverside from 1978 to 1979. This expert has professional certification in Rpa. Wendy Lo can be found in San Francisco, California – where the professional is currently located. You can search for Wendy Lo's contacts. We can also provide you additional contact information upon request.
Name variants:
Gwendolen Lo
Last updated Jun 25, 2024

Contact Information

Last Update
Jun 30, 2022
Email
wl**@pacbell.net
Location
San Francisco, CA
Company

Workplace

First Vice President, Senior Credit Administrator, Senior Lending Officer, Loan Servicing Manager

Industry

Banking

Work History

First Vice President, Senior Credit Administrator, Senior Lending Officer, Loan Servicing Manager

Providing support to interim CEO and interim CCO in reviewing and approving proposals of various credit facilities including commercial lines of credit, commercial real estate loans, small b...
Jan 2010 — May 2010

First Vice President, Client Manager, Private Client Services Division

135 north Los Robles Ave, Pasadena, CA 91101
Recruited to head the Private Client Services (PCS) lending team in 2007 and delegated with responsibilities of underwriting personal lines of credit or bridge finacing to high net worth ind...
Nov 2007 — Nov 2009

Vice President, Commercial Relationship Manager

180 Montgomery St, San Francisco, CA 94129
Originated new client relationship for the branch and managed a loan portfolio, which included some of the top clients of the branch.
Mar 2007 — Nov 2007

Senior Account Manager and Vice President, Hong Kong

Providing custom-made financing services to corporate clients in Hong Kong, China and Taiwan. Assigned to establish the Trade and Commodity Finance (TCF) Hong Kong Desk and built a loan port...
Feb 1995 — Aug 2003

Vice President, Asia Pacific Desk

Originated and serviced a portfolio of major private banking clients from the Bank's Asia countries, corporate and governmental accounts based in California, Hong Kong, Taiwan, Singapore and...
1989 — 1995

Assistant Vice President, Oakland

277 Park Ave, New York, NY 10016
Procured small business loans, mortgages and deposit for the retail branch and supervised a small team of lending officers and credit administration staff at the branch.
1988 — 1989

Assistant Vice President, Loan Department

Reviewed and made recommendations to Credit Committee all loan proposals originated in various branches of the bank, including branches in Oakland, San Francisco ( on Noriega Street, Montgom...
1980 — 1988

Occupations

Executive
Vice President
Financial Broker
Lending Officer
Manager
Chief Executive Officer
Real Estate Broker
Licensed Real Estate Broker
Business Administrator
Sales Specialist
Client Manager
Chief Executive
Loan Specialist
Loan Officers
Operations Manager
Corporate Executive
Property Manager
Real Estate Manager
Client Service Officer
Customer Service

Skills

Credit
Commercial Lending
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