Experience

Highlands Residential Mortgage, Ltd.

• United States
• Financial Services
• 300 - 400 Employee

• Mortgage Loan Officer

  • Nov 2021 - Present

  • Recommends loan solutions in accordance with lending guidelines and clients' requirements. Leads daily loan activities of a small, high-performing mortgage loan officer team. • Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. • Leads a team to develop and prepare loan solutions and refers products and services. Reviews documentation to ensure compliance. Manages own and team's pipeline for efficiency. • Collaborates with internal and external stakeholders to complete mortgage transactions. • Collects and analyzes customer financial information for multifaceted and/or complex borrowers. • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.



KeyBank

• United States
• Banking
• 700 & Above Employee

• Financial Wellness Consultant (Mortgage Sales)

  • Jul 2020 - Oct 2021

  • Collaborate with mortgage loan officer effectively and close at least 8 mortgage loans ($5 million) per month. • Top 5 financial wellness consultant in AREA IV and on track to qualify for president club and top 10% bankers / FWC within the whole company across the U.S. for 2021 year. • Meet and exceed at least 200% of my quarterly goal in Q1 and Q2 2021 and on track to hit at least 300% of my primacy and financial wellness credit goals for Q3 2021. • Work closely with branch manager, collaborate effectively with all branch employees, and assist the University District branch to achieve 2020 Q2, 2020 Q4, and 2021 Q1 Red Key Award. • Help train at least 7 new KeyBank employees from different branches.



Leadway International Trading Inc.

• Greater Seattle Area

• Chief Account Executive

  • Mar 2018 - Jul 2020

  • Achieved 5 million USD sales revenue by the first fiscal year on board • Maintain an annual 30% increase in new clients • Assisting clients in expanding their business into Chinese marketplace through various major e-commerce platforms such as Alibaba Tmall and JD.com • Provide clients with professional international trade services such as tariffs, insurance, quotas and shipment documentation • Gather market segment data to identify trends and opportunities, analyze data to support negotiations, and execute on business development opportunities including managing contract negotiations with clients. • Identify and build relationships with key influencers and decision-makers within the senior management and executive teams of prospective and key vendor accounts, along with internal stakeholders and cross- functional teams to create and present compelling business solutions that meet and exceed customer requirements. • Partner with various digital publishers to create effective digital marketing campaign that bring increased revenues to company’s business via ecommerce platforms such as Alibaba's Tmall platform and JD.com. • Develop long-term strategic relationships with key accounts, ensure customer satisfaction and strategically achieve via sales techniques, including effective questioning, objection handling and competitive selling.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Private Client Banker and Home Lending Specialist

  • Dec 2014 - Mar 2018

  • Partner with home lending advisor effectively and close at least $3 million mortgage loans monthly. • JPMorgan Chase Bank 2017 National Archiver, rank 18 out of over 7000 bankers across the U.S. • Rank JPMorgan Chase Bank Top 5 banker in Credit Card Services across the U.S. • The main point of contact for over 350 clients whose net account balance and investment over $250,000. • Maintaining a 10% monthly increase of investment clients and 15% annual increase of Asset Under Management（AUM）. • Achieved $15 million AUM by the time of resignation. • Acquire, manage, retain meaningful relationships with Chase customers, using personal financial knowledge to offer thoughtful solutions to help address their financial needs. • Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. • Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs. • Actively identify, coach, develop, motivate and support employees so that they can provide superior service to customers. • Adhering to policies and procedures as well as ensuring that the branch team complies with policies, procedures and regulatory banking requirements. • Helping to create great partnerships within Chase and the community at large - all while maintaining a focus on our customers



Shun Hing Global, Inc.

• Greater Los Angeles Area

• Account Sales Representative

  • Jan 2014 - Nov 2014

  • Serve as primary interface with Vendors to align programs and initiatives to drive growth of the existing Vendor base. • Implement sales strategies and negotiations with Vendors for business development, to grow key Vendor accounts. • Analyze customer data and make recommendations in order to maximize the potential of the assigned territory. Execute successfully on the recommended plan. • Follow-up with existing clients to ensure customer satisfaction and provide positive customer service to prospective clients. • Effectively contributed to the increase of sales from $1.8 million to $3.1 million and reduced business expenses by 8% through the implementation of multi-reporting system.