Experience

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  JPMorgan Asset Management

  • New Taipei City, Taiwan

  • Head of Middle Office & Fund Administration

    • Nov 2007 - Oct 2015
    • New Taipei City, Taiwan

    I enjoyed working for this firm in the field of fund operations and middle office functions in the past few years. This is a great firm where I learned fundamental knowledge of launching and managing mutual funds with colleagues here and overseas locations. This is a place that I developed, taught, and led a team of continuous growth under high pressure. Thanks to the Lord, I gained so much.

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  AIG General Insurance

  • Taipei City, Taiwan

  • Head of Customer Service & Operations

    • Aug 2006 - Jun 2007
    • Taipei City, Taiwan

    Managed 150 staffs in consumer products operation center, call center, front counters, and operations analysts. Lowered operation unit cost by 10%-50% of various products compared to budget in 6 months through rigid operation management. - Restructured call center to reduce 22% internal transfer calls and enhance QA function. - Redeployed call center team leaders to work on process improvement projects and plan to reduce cycle time of end to end processes and save 10% headcounts in one year. - Documented and standardized work processes for readiness of integration with Central Insurance Company.

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  Bank of Overseas Chinese

  • Taipei City, Taiwan

  • Executive Vice President, Head of Operation Management Group

    • Sep 2005 - Aug 2006
    • Taipei City, Taiwan

    Managed 700 branch tellers and 150 staff in operation centers, call centers, and business management group. - Established call center for retailed banking group. Significantly Improved the bank’s service level through Service Quality programs. - Led and coached to re-engineer work processes of overall banking operations. - Established back-office check processing center and data capture centers to reduce operation activities in front-end branches and thus free FTEs from operation group to sales group. The annual headcount saving was 50 FTEs in 1st half of 2006, and thus transferred 50 operation redundant FTEs to sales forces. - Initiated new organization for branch banking. - Formed a task force to start working on the bank’s core banking system upgrade initiative. - Assessed and monitored bottom line performances, KPIs of all branches.

• 

  Chinatrust Commercial Bank

  • Taipei City, Taiwan

  • Senior Vice President, Head of Cash Management Operation Center & Quality, Corporate Banking Group

    • Jul 2003 - May 2005
    • Taipei City, Taiwan

    Managed 50 plus people in cash management operation center. - Initiated and facilitated to streamline work processes of corporate banking operation. The remittance operation department saved 18% headcounts within 6 months. - Led a task force and successfully accomplished post-merger operational integration for international banking sectors between Chinatrust Commercial Bank and Grand Commercial Bank in 5 months. That was a historical record of fast migration in Taiwan’s Financial Institutions. - Led and facilitated three cross-functional project teams to reduce cycle time on processes of factoring, trade finance, and credit approval for corporate banking group.

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  Enterprise Bank of Hualien

  • Taipei City, Taiwan

  • Consultant, Freelancer

    • Jun 2002 - Jun 2003
    • Taipei City, Taiwan

    - Facilitated to streamline work processes of cross-boarder trade & cash operation centers of a medium sized commercial bank.- Proposed to re-engineer branch transformation for 100 branches of a commercial bank that was subsequently acquired.- Initiated to Improve clean loan credit process and collection effectiveness for Bank of Hualien.

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  Taishin International Bank

  • Taipei City, Taiwan

  • Vice President, Head of Operation and Service Support

    • Feb 2000 - May 2002
    • Taipei City, Taiwan

    - Led a task force to successfully accomplish post-merger branch operations migration between Taishin International Bank and Dah An Bank which was the 1st historical M&A project of Taiwan’s FSIs. - Managed operations of 88 branches and five operation centers （800 plus branch tellers）to ensure internal control while dramatically improved operational performance. - Led a task force to achieve branch operation centralization project within 1.5 years and thus achieved millions saving annually. The branches consequently became profitable sales channels. - Participated in assessment, selection, and contract negotiation of core banking system with foreign vendors. - Took charge of the bank’s quarterly customer survey and thereafter improved customer satisfaction significantly. - Initiated and promoted the bank’s TQM programs and achieved millions cost saving annually.

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  Citibank N.A., Taiwan

  • Taipei City, Taiwan

  • VP/Quality Service, AVP/Learning & Development

    • Mar 1996 - Feb 2000
    • Taipei City, Taiwan

    - Facilitated 6-sigma focused process improvement projects in branch operations efficiency, reduction of mortgage loan application cycle time, vehicle loan application cycle time, risk management department restructure, and consumer banking collection process efficiency. - Built up trainers’ pool, developed and delivered 6-Sigma focused TQM training system for 1000 employees of Citibank Consumer Banking Group, Taiwan.

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  APL

  • Taiwan

  • Manager, Transshipment, Inland Transportation, Container Yard Operations, Finance & Administration,

    • Aug 1982 - Dec 1995
    • Taiwan

    - Facilitated business process re-engineering projects in operations and documentation functions both for Taiwan and China regions. - Organized a task force with overseas assistance to improve container yard operations efficiency by applying new information technology. Cycle time of container return and delivery was reduced by 30%. Managed 50 plus staff in container yard. - Introduced TQM methodologies & practice to APL employees both for Taiwan (600 staff) and China regions (100 staff). Facilitated more than 30 business process improvement projects to meet customers’ requirements and acquire more customers’ orders. - Took charge of business development and/or joint venture projects of container inland transportation modes with coastal feeders, railroad, and high way by negotiation with coastal feeder operators, government agency, truckers, and railway operator and consequently assisted the firm to reduce transportation cost. - Planned joint venture business model for APL and Ta Jung Transport, Taiwan’s largest local trucker, to increase utilization of empty containers. - Managed and improved weekly 10-12 container ships’ transshipment operations at port of Kaoshiung – APL’s largest transshipment center. - Managed human resource, purchasing, accounting, and administration functions of Kaohsiung branch office. - Administrated Taiwan regional cargo damage claims and provided maritime law’s legal consultation to protect APL’s interest.