
文慧 梁
@0006318
I lead remote loan operations, KYC-adjacent data migration, and data analysis across APAC teams.
What I'm looking for
I led a 50+ person loan operations team at HSBC Global Customer Service, supporting enterprise loan origination and servicing in a near-fully remote UK/HK/China setup.
I handled identity verification, corporate-structure reviews, document validation, AML-policy enforcement, and risk escalations. I also built Excel Power Query and macro reporting that cut processing time by 50% while maintaining 90% workload forecasting accuracy.
At Allegis Group onsite at HSBC China, I managed loan customer-profile migration testing across 300+ fields and closed 300+ Jira defects. Earlier at Concentrix, my funnel and user-behavior analysis contributed to a 15% increase in customer satisfaction and an 8% lift in page conversion.
Experience
Work history, roles, and key accomplishments
Managed end-to-end testing for loan customer profile data migration, focusing on data integrity and consistency checks across 300+ fields – directly relevant to KYC identity data validation.
Tracked and resolved 300+ defects in Jira with 100% closure rate; categorized by root cause and presented weekly reports to cross-functional teams.
Conducted 7 rounds of UAT on Abacus AI tools, submitting ~
Financial Services Officer(hybrid,nearly fully remote)
May 2021 - May 2024 (3 years)
Led a 50+ person loan operations team supporting end-to-end loan origination and servicing for enterprise clients. Daily responsibilities included client identity verification, corporate structure analysis, document collection and validation, and compliance policy enforcement – directly adjacent to KYC/CDD workflows.
Client Due Diligence Exposure: Reviewed organizational charts, board resolution
Data Analyst
Mar 2016 - Jan 2020 (3 years 10 months)
• Dashboard & Visualization: Built comprehensive dashboards in Adobe Analytics and Google Analytics covering PV, UV, conversion rate, bounce rate, and session duration, enabling real-time monitoring and anomaly detection.
• User Behavior Analysis & Reporting: Conducted funnel analysis and user path analysis, producing visually rich reports that clearly identified key friction points. Recommendati
Salesperson
Jun 2013 - Jan 2016 (2 years 7 months)
• E-commerce Data Visualization: Operated Alibaba International platform, creating visual reports on keyword performance and click-through-conversion funnels to guide product listing optimization, boosting product exposure by 30%.
• Sales Trend Presentation: Used Excel charts to visualize client acquisition and sales trends, supporting strategic decisions that drove annual sales to exceed $500K.
Education
Degrees, certifications, and relevant coursework
广东工业大学华立学院
学士学位, 英语
Guangdong University of Technology
Bachelor's Degree, ENGLISH LANGUAGE AND LITERATURE/LETTERS
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Skills
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