
Jason Chan
Store Operations Manager

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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 2008Store 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 2010Store 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 2012Property 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 2013Property 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 2014District 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 2013Office 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 2016Area 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 - nowLoan 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- View certificate

Google Project Management: Specialization
Google - View certificate

Meta Data Analyst Specialization
Meta - View certificate

Meta Marketing Analytics
Meta 
Licensed Mortgage Loan Officer
Nationwide Multistate Licensing System & RegistryAug 2014
Licensed Realtor
California Department of Real EstateMar 2007- View certificate

Salesforce Sales Operations Specialization
Salesforce
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