Ywjpheng Lo

Commercial Credit Analyst at Port Washington State Bank

Ywjpheng Lo is a Commercial Credit Analyst at Port Washington State Bank since July 2023, with prior experience in credit analysis at the same bank from March 2021 to October 2022. Ywjpheng has expertise in underwriting and structuring credit facilities up to $10MM, conducting detailed analyses of financial performance to assess credit risk. Previously, Ywjpheng worked as a Quant Product Specialist at Refinitiv from October 2022 to June 2023, providing specialized support to clients in major investment firms. Earlier experience includes serving as an Assistant Credit Analyst at PyraMax Bank, where responsibilities included structuring credit requests and analyzing financial statements. Ywjpheng holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee, obtained in 2017.

Location

Milwaukee, United States

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Port Washington State Bank

Port Washington State Bank (PWSB) is a community bank serving the needs of Southeastern Wisconsin, specializing in business banking, retail banking and mortgage lending. The secret to their 120-year longevity is putting customers and communities at the center of their business. That focus has led them to offer customers a personalized experience with a blend of 21st century technology. PWSB takes customer service seriously. On the personal banking side, they take pride in knowing many customers by name. For business clients, they focus on being responsive and reliable partners. To deliver on both promises, they retain and train top talent in the market by focusing on learning and development, employee engagement and shared experiences. PWSB invests in the community with donations, sponsorships and volunteer hours to support parks, pastimes and local events for the next generation to experience.


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Employees

51-200

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