Yvonne started out her banking career as a Relationship Manager specialized in deposit product including personal and business accounts, prior to joining EWB Private Banking Department. She values the spirit of simplicity and strives to utilize her expertise and knowledge to simplify clients’ financial lives via seamless customer experiences. Through large efforts, excellent analytical skills, and innovative work techniques, she helps with clients’ financial needs with a deep sense of responsibility to ensure overall customer satisfaction, which is her way to define “simplicity is the ultimate sophistication” as a skilled and trusted banking professional.
As an accomplished Private Client Service Manager with a passion for helping borrowers learn more about loan options, Yvonne is dedicated to educating her borrowers with different mortgage solutions. She is specialized in a diverse range of mortgage products including home equity line of credit (HELOC), homebuying, and refinancing (including cash-out). Known as an innovative thinker with strong problem awareness, highly organized, and detail-oriented skills; she excels at guiding borrowers through complicated applications to help them achieve their desired results.