Experience

• 

  Bel fuse inc.

  Jan 2015 - Jul 2017

  Associate engineer

  - Developed expertise to train staff on new technologies-Performed and delegated regular backup operations and implement appropriate processes for data protection, disaster recovery, and failover procedure- Set up new users accounts- Responsible for capacity, storage planning, and database performance- Anticipating potential problems and taking action to solve them before they impact users when possible

• 

  Knewsales group

  Nov 2017 - Nov 2020

  Program manager

  - Ensuring customers and management are satisfied with the proposed marketing campaigns- Achieving growth and hitting sales targets by successfully managing the team- Recruiting, objectives setting, coaching, and performance monitoring of sales representatives- Present sales, revenue, and expenses reports and realistic forecasts to the management team- Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs- Overseeing the activities and performance of the sales team- Coordinating with marketing on lead generation- Setting individual sales targets with the sales team- Understand our ideal customers and how they relate to our products Show less

• 

  Cibc

  Feb 2021 - now

  - Meet with clients to discuss their financial goals and credit needs. Understand their current financial situation, income, expenses, credit history, and other relevant factors.- Stay up-to-date with various loan products and financial services offered by the lending institution, such as personal loans, mortgages, business loans, lines of credit, and more- Help clients complete loan applications accurately and efficiently. Review application documents and verify their completeness and accuracy.- Evaluate the creditworthiness of applicants by analyzing their credit reports, debt-to-income ratios, and other financial indicators. Determine the risk associated with the loan and recommend suitable loan options.- Present loan options to clients and provide advice on the best loan products that align with their financial objectives and capabilities.- Ensure that all lending practices comply with relevant regulations and industry guidelines to protect both the lending institution and the client.- Build and maintain strong relationships with clients, ensuring a high level of customer satisfaction. Cultivate professional networks and referral sources to generate new business.- Negotiate loan terms and conditions with clients to strike a balance between the borrower's needs and the lending institution's risk tolerance.- Assist in gathering and organizing required documentation for loan processing, working closely with the underwriting team to expedite the approval process.- Address any issues or concerns that arise during the loan application process. Provide timely and effective solutions to overcome obstacles and facilitate successful loan closings.- Identify opportunities for cross-selling other financial products and services offered by the lending institution, such as insurance, investment products. Show less - Gathering and analyzing customer requirements and understanding their pain points, challenges, and business objectives.- Identify opportunities for clients to help meet their financial goals- Building and maintaining strong relationships with customers is vital to ensure customer satisfaction and repeat business.- Creating and presenting proposals that outline the recommended solutions, pricing, and implementation timelines - Handle inquiries, concerns, and maintenance of existing and new clients' accounts- Presenting clients with pre-approved products and services- Regular follow-ups with clients' ongoing requests Show less - Open new personal and non-personal accounts- Promote the sale of deposit, investment, credit, and loan products, and services- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and other financial goals- Complete credit and loan documentation- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals- Cold-calling potential clients to inform them of the various financial products and services on offer- Suggesting viable solutions to improve clients' financial statuses- Developing in-depth knowledge of our financial products to advise clients accordingly Show less

  • Financial Product Lead

    Jan 2023 - now

  • Project Support Lead

    Mar 2022 - Jan 2023

  • Client Solutions Specialist

    Nov 2021 - Mar 2022

  • Financial Services Representative

    Feb 2021 - Nov 2021