Preferred Bank
Jack Xie is an experienced financial services professional with a strong background in client services and banking operations. Currently serving as a Client Services Support Officer at Preferred Bank since November 2021, Jack assists in account openings, performs due diligence on applications, and provides training to Client Services Specialists. Previously, Jack held roles at East West Bank, including Treasury Services Specialist and New Account Representative, where responsibilities encompassed customer support and document management. Jack has also worked as a Digital Banking Service Specialist and Airport Services Officer, showcasing a diverse skill set in customer interaction and operational efficiency. Jack holds a Bachelor of Science in Applied Mathematics from UCLA.
Preferred Bank
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Preferred Bank is a commercial bank. The Bank provides deposit services, as well as real estate finance, commercial loans and trade finance to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals and high net worth individuals. The Bank offers various services, such as personal banking, business banking and treasury management. The Bank's loan portfolio includes real estate mortgage loans, real estate construction loans, commercial loans and trade finance. Its real estate mortgage portfolio consists of real estate mini-perm loans, as well as purchased residential mortgages. The Bank offers a range of commercial loan products, including lines of credit for working capital, term loans for capital expenditures and commercial and stand-by letters of credit. Through its branch network, the Bank provides a range of financial services to individuals and companies located primarily in Southern California.