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Diana L.

Portfolio Officer at Preferred Bank

Diana L. is an experienced finance professional with a strong background in loan servicing and credit analysis. Currently a Portfolio Officer at Preferred Bank since January 2022, Diana manages commercial loan activities, including funding requests and risk monitoring. Previously, roles included Credit Analyst and Loan Operations Specialist at Southwestern National Bank, where responsibilities included evaluating draw requests and managing construction budgets. Diana's experience extends to marketing as a Marketing Administrator at Peak AI Solutions, as well as business reporting for World Journal, focusing on banking and finance topics. Additionally, Diana has interned in finance at the National Youth Development and Empowerment Centre and participated in the CFA Institute Research Challenge. Educational qualifications include an MBA from Pittsburg State University and master's and bachelor's degrees from South China University of Technology.

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Houston, United States

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