Jonathan Yien

Experience

• 

  Crabtree & Evelyn

  May 2011 - Aug 2011

  Summer Intern - Marketing Assistant

  - Surpassed manager’s expectations with the completion of consolidating data that was 1 month ahead of the department’s schedule.- Received commendations for great teamwork on the execution of a corporate sale, which exceeded the company’s target revenue at $1.5m HKD.- Played a pivotal role in the closing stages of the corporate sales by effectively resolving over 100 complaints leading to customer satisfaction.- Maintained a high level of accuracy and attention to details by overseeing correct inventory and transportation which led to positive performance reviews.- Gained knowledge in chain management by setting expectations and troubleshooting from the point of origin to the point of consumption. Show less

• 

  Hong Kong Repertory Theatre

  May 2013 - Jul 2013

  Technical Assistant

  - Collaborated with stage manager in setting and implementing short-term targets for a service crew consisted of 30 team members.- Shown a high level of motivation and professionalism through the backstage operation of the entire production, of which over 14 performances were executed.- Effectively worked in a group environment to provide immediate assistance around the theatre.

• 

  TD

  Sept 2015 - Mar 2018

  - Pacing 150% Volume and 165% Sales Revenue (Year To Date book of business) for Fiscal Year 2017; Top 3% among 380 advisors in the Pacific Region for overall performance- Demonstrated collaboration skills shown through the cooperation with management and team members in developing ongoing strategies to enhance key branch composites (LEI committee)- Designated small business banking advisor for the sales team to conduct product management and business development for small business customers - Handled complex real estate secured lending deals such as multi-units residential, single advance mortgages, high net worth equity lending and construction draw mortgages Show less - Achieved Gross Volume $17.3 million (499%) and 462k Sales Revenue (436%) in Quarter 2 of Fiscal Year 2016 - Pacing 285% Volume and 270% Sales Revenue (Year To Date book of business) for Fiscal Year 2016; Ranking 17th among 480 advisors in the Pacific Region- Mentored newly hired coworkers by passing down acquired experience via different mentoring techniques such as accompanying, sowing and catalyzing - Played a pivotal role in the initial stages of the Money In Investment Campaign by effectively on boarding service team and sales team with conversation tips and tools Show less - Top 3 % among 1200 Customer Service Representative in the Pacific for overall performance (Metrics include: Sales Revenue, Customer Satisfaction), Qualified “Champions” status- Consistently exceeded quarterly sales goals with a pace range above 250% by probing for the needs of customers- Selected by management among 15 CSRs to lead a credit card sale campaign which helped my branch to achieve #1 designation in the district- Increased brand loyalty by constructing strong relationships with regular customers and converting them into clients via meaningful conversation and legendary customer service Show less

  • Financial Advisor

    Jun 2017 - Mar 2018

  • Financial Services Representative

    Aug 2016 - May 2017

  • Customer Service Representative

    Sept 2015 - Jul 2016
• 

  Clear Trust Mortgages

  Apr 2018 - now

  Mortgage Specialist
• 

  Niche Mortgages

  Nov 2024 - now

  Co-Founder