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