Zi Jay Robert Chen

Loan Originator at Poli Mortgage Group
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Contact Information
us****@****om
(386) 825-5501
Location
Needham, Massachusetts, United States, US
Languages
  • English Native or bilingual proficiency
  • Mandarine Native or bilingual proficiency
  • Japanese Limited working proficiency
  • Taiwanese Full professional proficiency
  • Cantonese Full professional proficiency

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Loan Originator
      • Jul 2013 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Loan Originator
      • 2013 - 2013

    • Loan Originator
      • 2013 - 2013

    • Thailand
    • Banking
    • 700 & Above Employee
    • Marketing Assistant Intern
      • May 2012 - Aug 2012

      -Shadowed various loan review officers operating in various industries regarding loan risk analyses -Monitored financial conditions through observing capacity utilization and raw material to WIP to finished goods ratio at client sites -Resolved a LC agreement conflict by reading over the LC draft and final copy and legal requirements at least 20 times -Worked closely with management and auditors from the bank’s main branch as an English to Chinese translator -Shadowed various loan review officers operating in various industries regarding loan risk analyses -Monitored financial conditions through observing capacity utilization and raw material to WIP to finished goods ratio at client sites -Resolved a LC agreement conflict by reading over the LC draft and final copy and legal requirements at least 20 times -Worked closely with management and auditors from the bank’s main branch as an English to Chinese translator

    • Waiter
      • 2011 - Jan 2012

      -Experienced what it was like to be serving others as opposed to being served -Experienced what it was like to be serving others as opposed to being served

    • Corporate Journal Entry and Public Audit Assistant
      • Jun 2010 - Aug 2010

      -Drafted 10-Q and 10-K reports for multiple firms by utilizing the sky-star journal entry system -Performed statistical sampling over audit evidence at various client sites -Drafted 10-Q and 10-K reports for multiple firms by utilizing the sky-star journal entry system -Performed statistical sampling over audit evidence at various client sites

    • Operations and Marketing Assistant
      • Jun 2009 - Aug 2009

      -Drafted commercial invoices, shipping lists, and LC confirmations -In-charged of managing the company’s HKTDC sales (Hong Kong Trade Development Council) portfolio: -posted commercial photography of Kenlight’s products after perfecting them with Photoshop -updated the portfolio’s company description and upcoming events section -replied to asking prices in a timely manner -Drafted commercial invoices, shipping lists, and LC confirmations -In-charged of managing the company’s HKTDC sales (Hong Kong Trade Development Council) portfolio: -posted commercial photography of Kenlight’s products after perfecting them with Photoshop -updated the portfolio’s company description and upcoming events section -replied to asking prices in a timely manner

Education

  • Babson College
    Bachelor's degree, Economics and Finance
    2010 - 2013
  • KAS
    High School Diploma, Liberal Arts

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