Jason Chan

Jason Chan

Store Operations Manager

Followers of Jason Chan143 followers
location of Jason ChanAlameda, California, United States

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  • Timeline

  • About me

    Loan Officer & Business Ops Manager at Bay Equity Home Loans NMLS 1140316

  • Education

    • Diablo Valley College

      -
      Associate's degree Business Administration, Management and Operations
    • University of San Francisco

      -
      Bachelor's degree Business Development and Leadership
  • Experience

    • Circuit City

      Aug 2005 - Dec 2008
      Store Operations Manager

      **TLDR: Second in command at a large retail store responsible for everything.• Managed a staff of 30+• Responsible for training and coaching associates, handling any and all customer service issues, meeting and exceeding sales goals, coordinating inventories, etc.• Maintain an operationally sound store from scheduling, inventory control, merchandising and displays, cash management, and employee development.

    • Blockbuster

      Jan 2009 - Jun 2010
      Store Manager

      **TLDR: First in command at a smaller retail store responsible for everything. • Responsible for everything inside my store from janitorial to shrink control, from financial results to training, from customer service to employee accountability. • Consistently top 5 ranking in sales goals in district despite having the overall 2nd smallest customer count. • Created loyal, repeat customers through great shopping experience primarily through giving amazing and genuine customer service; becoming a friend to the clients. Show less

    • Archstone

      Jan 2010 - Jan 2012
      Property Management

      **TLDR - Top leasing agent and managed residents. • Leased over 60% of total new move-ins while having a staff of four in the office.• Spearheads resident relationship projects including personally making resident newsletters, developing resident relationship tracker and planning, coordinating, and hosting community events. • Consistently looking for ways to improve performance ranging from office organization to strategically increasing amenity codes to maximize revenues. • Always looking for ways to help outside of my role of leasing by learning how to do other functions such as making keys/recoding locks, preparing final statements, and aiding in maintenance requests. Show less

    • Sares-Regis Group

      Jan 2012 - Jan 2013
      Property Management

      **TLDR - Top leasing agent renting out apartment. • Achieved top closer of west coast region within the first 90 days with company.• Prepare various documents, contracts and statements pertaining to leasing with a high importance on accuracy• Handle multi-line call systems, schedule appointments, follow up with clients, and used various computer programs such as Outlook, Word, Excel, and PowerPoint on daily

    • Opes Advisors

      Jan 2013 - Jan 2014
      District Pipeline Coordinator

      **TLDR: Operational and compliance oversite for my region.● Responsible for Reg. B compliance for 22 branches● Order, manage, and review appraisal reports● Managed Office invoicing● Created NOIA and Adverse Action Notices● Created a variety of expense and performance reports

    • JVM Lending

      Jan 2013 - Jan 2013
      Office Manager

      **TLDR - Maintained an operationally sound mortgage office●Manage office - Supplies, basic tech support, coordinating meeting/events, etc. ●Coordinated appraisals, communication, and rebuttals●Created reports and tracked invoices●Provide support to production team as needed

    • Prospect Mortgage

      Jan 2014 - Dec 2016
      Area Sales Support

      **TLDR: Comprehensive support for struggling or on-boarding loan officers.● Support 8 branches and 20+ Loan Officers with training, production overflow and compliance adherence● Call leads, gather and analyze financial documents, prepare mortgage files for underwriting● Create various documents including advertising flyers, production reports, tutorials, etc.● Host open houses for lead generation and conversion● Manage office - Supplies, basic tech support, coordinating meeting/events, etc. Show less

    • Bay Equity, LLC

      Dec 2016 - now
      Loan Officer & The B.O.M.

      **TLDR: Helping everyone achieve their real estate goals one family at a time.● Loan Origination and Management● Team Leadership and Development● Marketing and Relationship Management● Branch Operations and Financials● Compliance and Risk Mitigationhttps://linktr.ee/jchan_loansNMLS #1140316Company NMLS #76988Equal Housing Lender

  • Licenses & Certifications

    • Microsoft Office Word

      Microsoft
    • Google Project Management: Specialization

      Google
      View certificate certificate
    • Meta Data Analyst Specialization

      Meta
      View certificate certificate
    • Meta Marketing Analytics

      Meta
      View certificate certificate
    • Licensed Mortgage Loan Officer

      Nationwide Multistate Licensing System & Registry
      Aug 2014
    • Licensed Realtor

      California Department of Real Estate
      Mar 2007
    • Salesforce Sales Operations Specialization

      Salesforce
      View certificate certificate