Hon Chan

Funding Specialist/Ops Team at TriplePoint Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Cupertino, California, United States, US
Languages
  • Cantonese Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency
  • English Professional working proficiency

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Credentials

  • Mental Health First Aid
    The National Council for Community Behavioral Healthcare
    Apr, 2016
    - Nov, 2024

Experience

    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Funding Specialist/Ops Team
      • Nov 2022 - Present

    • United States
    • Real Estate
    • 700 & Above Employee
    • Real Estate Agent DRE# 012176870
      • Sep 2022 - Jun 2023

    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Loan Processor - Remote
      • Nov 2020 - Sep 2022

    • Loan set up Specialist - Remote
      • Jul 2019 - Nov 2020

      Loan Set-up Specialist:• Ability to use LoanSoft System • Set up and prepare the loan file for the Loan Originator• Income Analysis• Ability to use Mortgage Coach and Price Finder to create a Total Cost Analysis worksheet • Pull Flood Certificate and credit through Credit Plus • Request Credit Supplemented Report, Social Security Verification, Rescore, fraud report, factual data report, and 4506 Transcript through Credit Plus • Opening Escrow and Insurance• Send out documents to Esign through DocusignMarketing & Event Planning• Send out testimonial emails and keep the website up-to-date with client testimonials• Specialist in Salesforce• Coordinate with Marketing Coordinator to create marketing material • Design closing gifts and holiday gifts to clients and realtors • Arrange company events such as Lunch and Learn, Home Buying Fair and Annual Fiesta • Marketing responsibilities such as direct mailing and special projects• Manages 3 Business Facebook pages, Linkedin and Instagram Abilities• Work closely with all departments hence able to play good teamwork.• Good time management in order to finish tasks on time• Excellent in Multitasking • Can work in a fast-paced, corporate environment• Excellent Outlook, Microsoft Word, Excel, Powerpoint skills Show less

    • Administrative Assistant
      • Sep 2017 - Jul 2019

      Administrative Assistant:• Coordinate Team Meeting• Prepare Report• Maintain Supply Inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies• Run an errands• Manage expense through Concur • First Point of contact for all walk-in and phone clients• Provides information to clients & employees by researching, answering questions & concerns• Receptionist for office overseeing all incoming calls and transferring to appropriate partiesMarketing & Event Planning• Salesforce: manage database and run reports • Coordinate with Marketing Coordinator to create marketing material • Design closing gifts and holiday gifts to clients and realtors • Marketing responsibilities such as direct mailing and special projects• Manage Facebook page, Linkedin, Instagram, and Youtube Abilities• Work closely with all departments hence able to play good teamwork.• Good time management in order to finish tasks on time• Excellent in Multitasking Show less

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Sales Associate
      • Oct 2017 - Feb 2018

    • Exam Proctor
      • Jun 2016 - Jun 2017

      Proctoring exam Make sure that students who are mentally or physically disable have private exam setting Integrity of exam atmosphere Proctoring exam Make sure that students who are mentally or physically disable have private exam setting Integrity of exam atmosphere

  • Shibuyasj- Boutique
    • Cupertin, CA, USA
    • Boutique assistant
      • Oct 2013 - Nov 2014

      • Assisted customers in identifying needs • Recommended and select the right merchandise • Described product’s features and benefits • Assisted customers in identifying needs • Recommended and select the right merchandise • Described product’s features and benefits

  • Toba Nagoya Cuisine
    • Hong Kong Causeway Bay
    • Waitress
      • Jun 2013 - Sep 2013

      • Learned menu items and be able to describe them appropriately to guest • Worked with other servers and be a team player • Checked-in with guests to ensure that everything is going well • Learned menu items and be able to describe them appropriately to guest • Worked with other servers and be a team player • Checked-in with guests to ensure that everything is going well

    • Portugal
    • Real Estate
    • 1 - 100 Employee
    • Waitress
      • Sep 2012 - Nov 2012

      • Delivered beverages and food in a timely manner • Worked with other servers and was a team player • Delivered beverages and food in a timely manner • Worked with other servers and was a team player

    • Nepal
    • Hospitality
    • 1 - 100 Employee
    • Waitress in banquet department
      • Sep 2012 - Nov 2012

      • Delivered beverages and food in a timely manner • Worked with other servers and was a team player • Delivered beverages and food in a timely manner • Worked with other servers and was a team player

Education

  • Santa Clara University Leavey School of Business
    Master of Business Administration - MBA, Business Administration and Management
    2021 -
  • UC Berkeley Extension
    Certification, Legal Assistant/Paralegal
    2020 - 2020
  • University of California, Santa Barbara
    Bachelor's degree, Communicaiton and minor in Education and Applied Psychology
    2015 - 2017

Community

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