Bulgan Ganbaatar
Ulan Bator
Summary
Results-oriented finance professional specializing in client relations, financial analysis, and operational coordination within banking. Demonstrates strong communication skills while analyzing data and preparing reports that inform strategic business decisions. Collaborates effectively with teams and clients to implement efficient solutions. Bilingual in English and Mongolian, with advanced proficiency in Microsoft Excel and documentation management.
Overview
4
4
years of professional experience
Work History
Customer loan officer
Trade Development Bank
03.2021 - 06.2021
- Provided financial consultation to clients regarding loan products and lending options
- Resolved loan-related issues through effective communication with customers, enhancing client satisfaction
- Analyzed financial information and prepared loan evaluation reports
- Maintained loan databases and monitored repayment schedules to ensure accuracy and timely follow-up
- Prepared weekly operational reports for management to inform decision-making and track loan performance
Loan officer
Ulaanbaatar City Bank
03.2018 - 09.2018
- Performed financial assessments and assessed customer creditworthiness to inform lending decisions
- Guided clients in selecting appropriate credit products and financial services to meet their needs
- Gathered and organized financial documentation for loan applications to ensure compliance and accuracy
- Coordinated with credit approval teams and underwriters
- Maintained confidential financial records and customer information
Dealer
Ulaanbaatar City Bank
03.2017 - 03.2018
- Managed daily foreign exchange transactions with retail and corporate clients
- Negotiated foreign exchange deals with customers and partners to secure favorable terms
- Monitored financial market trends to assess and address liquidity needs
- Prepared daily financial and cash flow reports to ensure informed decision-making
Education
Bachelor of Science - Business Administration, concentration in finance
San Francisco State University
San Francisco, CA01-2016
AA degree -
Santa Monica College
Santa Monica, CA02-2013
Skills
- Sales
- Client communication
- Report writing
- Sales strategies
- Document management
- Team coordination
- Task delegation
Timeline
Customer loan officer
Trade Development Bank
03.2021 - 06.2021
Loan officer
Ulaanbaatar City Bank
03.2018 - 09.2018
Dealer
Ulaanbaatar City Bank
03.2017 - 03.2018
Bachelor of Science - Business Administration, concentration in finance
San Francisco State University
AA degree -
Santa Monica College