Betty Qi
11130 77th Rd, Forest Hills, NY 11375
(917) 815-7713 | [email protected]
PROFESSIONAL EXPERIENCE
Funding Metrics LLC Jersey City, NJ
Head Underwriter Nov 2017 – Present
Defined risk parameters by analyzing financial statements with legal documents using Salesforce and scrubbing business documents for major and renewal merchants
Interacted with ISO managers and performed merchant interviews to adjust funding amounts for major clients
Organized conferences for teams to improve internal models, pricing and underwriting criteria
iCross Fund Inc. New York, NY
Research Associate, CRE Financing May 2017 – October 2017
• Conducted loan due diligence by analyzing balance sheets, pro-forma uses, sources of funding and debt metrics
• Assessed market value and LTV of commercial real estate projects of $500,000 to $10,000,000 using income and sales comparables, and cost approaches
• Provided overall loan committee fairness opinions on feasible loan amounts by checking borrowers’
backgrounds, guarantors’ credibility and financial standings
Meixin Finance Group New York, NY
Financial Analyst June 2016 – August 2016
• Conducted extensive quantitative industry research and balance sheet analysis
• Developed relationships with high-net-worth contacts by selling USD financial products to customers added $50,000 to assets under management
• Created and pitched model that forecast yearly cash flows for a $3 million insurance policy; pitch materials resulted in significant sale, helping team of advisors meet quarterly sales goal
Insight China Ann Arbor, MI
Co-Founder May 2016 – Present
• Founded Insight China with other partners, a Wechat based media platform offering comprehensive recruitment information for Chinese students and graduates pursuing career abroad
• Build a platform based on open source software and social media to promote free sharing of recruitment information and resources among Chinese overseas communities
EDUCATION
University of Michigan Ann Arbor, MI
Bachelor of Science in Math of Finance & Risk Management April 25, 2017
• Honor: Case analysis “Tinder new CEO, new reputation? or should you swipe left on tinder?” was chosen and published in the book “Business Model Innovation” by Allan Afuah
SKILLS, ACTIVITIES & INTERESTS
Certification: CFA I Candidate
Languages: Native in Chinese
Interests: Fintech, Debating, Stock market