Alice (Xiaocun) D.

Experience

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  China Eastern

  Jul 2009 - Aug 2011

  Flight Attendant

  🎖Recipient of 2009 Outstanding Employee Award🎖Member of the Lingyan Demonstration Crew - a highly honoured team that acts as the company’s primary ambassadors🎖Ambassor of China Eastern Airlines in several public events (e.g. 2010 Expo)• Provided cabin service and ensured passengers were comfortable and safe• Acted as a liaison between company and customers• Successfully defused many challenging situations, ranging from minor ones such as reassigning passengers’ seats to more major ones such as pacifying irate customers during long delays Show less

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  BMO Financial Group

  Feb 2018 - Oct 2019

  Senior CSR

  • Delivered outstanding service and provided professional financial advice to each customer’s unique portfolio• Acted as proxy branch manager and managed cash balancing, open and closing procedures, ABM, checkups, mentoring sales conversations and other administrative tasks• Mentored new trainees and received 100% positive feedback from traineesAwards 🎖• Q3 Spotlight Award Winner (awarded to top 3% performers) • 159% YTD achievement in overall performance • 268% YTD in Individual Sales Revenue• 299% YTD achievement in closed Referral with 1.4MM closed balance Show less

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  Homman Holding Inc.

  Apr 2019 - now

  Secretary Board of Directors

  • Conducted internet research, on-site survey, and prepared pre investment analysis reports. • Assisted with set up of new accounts for LPs, and documents signing.• Act as the point of contact for internal and external professionals (such as lawyer, accountant, digital marketing team etc.) and LPs. • Liaised President and board of Directors with operational managers to handle requests and queries from sub-companies.• Arrange meetings and travel schedules.• Maintained an organized filing system. Show less

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  Deloitte Consulting

  Dec 2019 - Feb 2020

  PTA

  • Conducted desk research and perform analysis of core competitors, policies and regulators, and financing sources in gene and cell therapy industry • Provided quantitative and qualitative analytical support to consultants and project teams• Collaborated with project teams on the most effective ways to structure analyses and present information in a meaningful way to meet client objectives• Analyzed clients' strategic, financial, and organizational information to provide insights into the development of financial strategies and solutions Show less

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  Remarkable Consulting Inc.

  Mar 2020 - Sept 2020

  Administrative Assistant

  · Assisted Direct-Level Consultants’ Affairs (management of mails, messages, and other correspondence).· Reports and presentations drafting. · Organized electronic and paper records. · Arranged and recorded meetings and travel schedules. · Company events hosting.

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  BMO Financial Group

  Sept 2020 - Apr 2022

  • Engaged customers to complete needs assessments that identified financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing and small business solutions).• Addressed questions and resolved issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.• Applied the risk management framework to the portfolio to protect the Bank's assets and maintained the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.• Followed through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.• Identified and reported suspicious patterns of activity that are suspected to be related to money laundering. Analyzed issues and determined next steps.• Acted as a key member of a collaborative and versatile branch and market team.Awards🎖️:YTD Performance in BC highest target branch: Sales revenue300%Referral 298%Sales Balance 150% Show less • Completed pre- and post- sales activities that support business and market share growth• Verified mortgage approvals for compliance with regulatory requirements, operational and credit policies• Received and fulfilled approved home financing application to provide accurate and efficient credit and administrative support• Monitored home financing application to advise Mortgage Specialist of any issues that might impede turnaround time and / or approval• Verified mortgage approvals for compliance with regulatory requirements and operational and credit policies• Executed daily service requests, transactions, queries, etc.• Identified client needs for banking products ( e.g everyday banking and investment) and refers to appropriate BMO partnersAwards🎖️:• Fully lending qualified w/ overall A grade• Successfully approved over 20MM deals with 100% One-time Pass rate Show less

  • Personal Banker

    Feb 2021 - Apr 2022

  • Mortgage specialist assistant

    Sept 2020 - Feb 2021
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  Homman Organic Inc.

  Apr 2022 - Jul 2023

  Entrepreneur

  * Built up a new corporation as legal entity, and found the start-up team* Created Profit Structure for the company* Developed sales management structure and grew sales strategy Achievement: - Achieved over $500,000 annual sales in first year of operation.- Successfully sold product into major commercial supermarkets such as TNT, H mart, Safeway etc.- Built up long term cooperation with various wholesales and distributors, such as Fresh Direct, North American Produce Sales, Fresh Fresh , Greenleaf farm etc. Show less