Andrew Chen Email & Phone Number

Durham, North Carolina, United States

Oversaw daily record change requests, reports, and questions regarding Salesforce.Coordinated with 3rd-party services such as Simplus, Trupic, NVMS, and Docusign to troubleshoot and improve the website and work process.Facilitated weekly meetings with colleagues to bring improvements to the internal and borrower-side site.Improved work efficiency and accuracy by trimming duplicate records with Cloudingo, eliminating 90% of duplicate & conflicting records.

Durham, North Carolina, United States

Assisted patients with scheduling and check-ins at a facility that averages 400-500 patients daily.Monitored health screening for patients and PPE supplies such as masks and sanitation stations.Answered and resolved patient inquiries through the phone and in-house messaging system, averaging 100 weekly.Awarded Service Champion Badge for excellent patient care and service.

Chapel Hill, North Carolina, United States

Organized office files and patient records with Microsoft Access, created reports with Microsoft WordScheduled patient check-ins and future appointmentsAnswered phone calls from customersSelf-Training and Review of Salesforce and IT topics

Diagnosed and developed for nCino Salesforce Software and Features: Form Generation, Document Manager, Smart Checklist, Questionnaires, Reports and Dashboards, and Covenants.Resolved 25+ monthly customer-submitted cases with research and collaboration across departments (customer relations, product development, support branches).Captured and improved internal training and knowledge via written articles - Applied and expanded Knowledge-Centered Service methodology.Build relationships regularly with customers via multiple digital channels including: video chats, phone calls, and written communications.

Coastal Credit Union At Raleigh

Prepared and cataloged files for mortgage closers and underwriters.Coordinate with closing and post-closing teams to accomplish daily tasks and dynamic deadlinesGreeted members at reception and provided ad hoc support and assistance for home equity, loan, and financial-related inquiries.Prepared periodic wealth management analytics report covering client assets and investments.

Coastal Credit Union At Raleigh

Raleigh-Durham, North Carolina Area

Recorded up to 100 tax mail-back records a day on Microsoft Access Database.Cooperated with other workers to double quality check records.Prepared envelopes and letters for mailing.

Raleigh, Nc

Uploading, organizing, and updating client documents on loan software.Assess document readiness and completion before sending to client.---Quality control and organization on loan documents within a time constrained environment.Ordered and maintained important documents for business with 3rd party services such as Verification of Employment and Tax Transcript orders.Handled Customer inquiries while at Front Desk and office.