Yuan Sun (Jenny)

Yuan (Jenny) Sun possesses extensive experience in the financial services and mortgage industries, currently serving as a Loan Closer at Sandler Law Group since July 2015, where responsibilities include coordinating loan closings and preparing legal documentation. Prior roles include working as a Wire Transfer Specialist, overseeing outgoing wire transactions, and a Temp Bilingual Financial Rep Trainee at TD Ameritrade where comprehensive exposure to brokerage operations was gained. Yuan also has experience as an Administrative Assistant at ZTE USA, managing project budgets, and as a Loan Processor and Insurance Representative at AKC Mortgage LLC, where loan processing from initiation to funding was managed. An early role as a Finance Clerk Intern at Noah Wealth Management provided insight into high-net-worth client interactions. Academic credentials include a Master of Science in Finance from The University of Texas at Dallas and a Bachelor of Science in International Economy and Trade from Nanjing Science and Technology University.