Chang-Chun Kuo

PM at Yuanta Financial Holdings Co.
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Contact Information
us****@****om
(386) 825-5501
Location
TW
Languages
  • English Professional working proficiency

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Experience

    • Financial Services
    • 1 - 100 Employee
    • PM
      • Feb 2019 - Present

      1. User Friendly Improvement i. Add new function of Lien Cancellation Reminder: Once the loan account is clear, the bank would remind customers to apply for collateral cancellation ii. Condo Loan & Auto Loan Application Form Simplification iii. User Interface Design and E-loan Functionality Optimization a. Add new function of real estate appraisal & loan trial balance to official website b. Add new function of Registering the Actual Selling Price of Real Estate and Map data to collateral system and website iv. System Integration for Collateral: Another user-friendly improvement for internal employees. It’s a saving of time and labor action. This method of modeling greatly reduces the repetitive workload and indirectly save money for company and earn customer’s satisfaction. v. Real Estate Appraisal Automation for Adjustable Rate Mortgages (ARMs) 2. Annual Customer Satisfaction Survey i. Questionnaire Design, Evaluation Components Design, Analysis Points Define. ii. Brands including Ford, Volvo, Honda, Subaru, Jaguar & LandRover 3. Customer Relationship Management i. Manage Interactions with Exclusive Selling Agents (JLR, Mazda, Ford, Telsla, Subaru, etc.), and services including financial service details (subsidy, campaign result, competitor, customer profile) analysis, monthly FSP performance presentation, marketing campaigns/collateral/reach/online and offline activities design, email blast, incentive strategy for sale’s representatives. 4. Oversea Branch Business i. In charge of Philippine branch’s business, including acquire their current state, market status, consumer behavior, existing loan application documents, bad debt, etc. 5. Annual Monthly Employee Performance Evaluation (For Whole Branches Employees in TW) i. KPI Design & Performance Evaluation.

    • Taiwan
    • Financial Services
    • 200 - 300 Employee
    • MA
      • Aug 2016 - May 2017

      1. Solar case investment, financing 2. Yield Co. Green Asset Bonding IPO Project 1. Solar case investment, financing 2. Yield Co. Green Asset Bonding IPO Project

    • Marketing Specialist
      • Aug 2013 - Feb 2014

      1. Established new channels and media to promote audiobooks with limited resources. 2. Maintain company’s website and set up presence on social media and Internet via Facebook, blogs, electronics forums, and etc. 1. Established new channels and media to promote audiobooks with limited resources. 2. Maintain company’s website and set up presence on social media and Internet via Facebook, blogs, electronics forums, and etc.

    • Taiwan
    • Higher Education
    • 100 - 200 Employee
    • Lead of intern’s social media team
      • Aug 2012 - Aug 2013

      1. Official website, ptt, Facebook fan page management 3. Procurement for study abroad related books 4. Handled weekly study aboard seminars 5. Assisted in ETA training 6. Supported MBA Study Abroad Exhibition 7. Provided consulting service of Studying Aboard 8. Developed script for promotional film production 1. Official website, ptt, Facebook fan page management 3. Procurement for study abroad related books 4. Handled weekly study aboard seminars 5. Assisted in ETA training 6. Supported MBA Study Abroad Exhibition 7. Provided consulting service of Studying Aboard 8. Developed script for promotional film production

    • MA
      • Jun 2010 - Jun 2012

      1. Commodity Department October2010 i. The overall image of the mall: Branding, cross-industry cooperation ii. Marketing: Budget control, marketing strategy formulation, seasonal/festival promotion planning, press conference planning and execution, market research, sales training, DM design, showroom/window design, sponsorship management, employee performance evaluation, marketing strategy customization for individual store iii. Commodity procurement: Project procurement management, product positioning and market research, price bargaining, logistics, inventory management, OU gift arrangement, final report, equipment management iv. Activity planning: Activity planning and execution, event hosting, field director, final report evaluation 2. Taiwan x China- mutual understanding of picture exhibition July2010 3. Taiwan x Formosa Exhibitions-explore the beauty of Formosa Island July2010 4. The Delight of Chinese Characters Exhibition July2010 5. Green Labyrinth-environmental activities July2011 6. Green Treasure-environmental exhibition July2011 i. Assisted in planning and executing the exhibition by illustrating a story line through every section to educate children implementing environmental protection in life, which succeeded in persuading Nanjing City Government set up environmental protection policies, including Per Bag Trash Collection Fee Policy and realization of garbage sorting. ii. Held the exhibition in 3 month under budget of NT 5,000,000 by a team of 2 people, which not only brought about 50,000 people but also became the first environmental education foundation and a must-visit tourist spot of Nanjing City.

Education

  • University of Melbourne
    Master's degree, Management
    2014 - 2016

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