Ben Chen Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

• The Senior Collateral Specialist is responsible for processing international loans and repayments, and executing all collateral positions. This role follows the Global Lending Margin Policy to assess and negotiate.
• Managed collateral and loan portfolios of ten international institutional… Show more The Senior Collateral Specialist is responsible for processing international loans and repayments, and executing all collateral.
• Managed collateral and loan portfolios of ten international institutional brokers
• Resolved any issues regarding to trade SSI with C/P and monitored loans carefully to ensure timely settlement
• Performed end of day asset valuations on collateral positions consisted mostly government debt (Government of United States, Canada, German, and France only).
• Ensured the company is not exposed to risk at all time through careful assessment of various weighted collateral depending on the limit of each borrower, type of collateral, limit on each issuer, and tier of each broker

Toronto, Canada Area

• The Collateral Specialist, Securities Lending is responsible for processing domestic and depository Trust Company loans and returns, as well as scrutinizing and executing all collateral positions. This role obtains and.
• Managed collateral and loan portfolios of five Canadian institutional brokers
• Ensured the company is not exposed to risk at all time through careful assessment of various weighted collateral depending on the limit of each borrower, type of collateral, limit on each issuer, and tier of each broker
• Performed end of day asset valuations on collateral positions consisted mostly of Government of Canada debt, bank paper, US treasuries, and some debentures
• Balanced and reconciled portfolio daily to ensure margins are accurate and marked to market through Equilend and Pirum Show less

Toronto, Canada Area

• Processed 3rd Party loan, DTC Stock Loan tickets, Manulife collateral/SWAP instructions in a timely and efficient manner
• Communicated both verbally and in writing with, but not limited to, traders, brokers and other industry related professionals
• Ensured large value of transfer payments are completed on a accurate and timely basis
• Ensured compliance with policies, procedures and regulatory requirements

Toronto, Canada Area

• Ensured professional service is delivered to clients/investment managers through detailed research, accurate analysis, and timely responses
• Researched and resolved client/investment manager inquiries both independently and as a team within company procedures and guidelines
• Developed excellent interpersonal relationships with internal members, clients and investment managers to ensure timely settlement in a fast-paced environment
• Performed and analyzed daily critical control… Show more
• Performed and analyzed daily critical control functions through database, ad-hoc reports, MS Access, Excel, and firm specific systems Show less

Torono

Torono

• Prioritized and Investigated 20 or more insurance claims daily to retrieve payments; in person, e-mail and by phone in a timely, accurate and courteous manner
• Updated and organized patients’ insurance records into MS Excel, access, and Dentrix for the convenience of dentist, hygienist, and patients
• Developed excellent interpersonal relationships with patients, colleagues, health insurance administrators, and employers to create a cohesive team environment
• Translated dental… Show more
• Translated dental insurance information into Mandarin or Cantonese to assist patients in their understanding of dental insurance policies Show less

Toronto, Canada Area

• . Assembled contracts for clients of Monarch and individual brokers in a professional and accurate manner
• Gave presentations and responded to clients' inquiries daily through e-mail, telephone, and face to face
• Compiled and updated sales profile daily for over 900 accounts while attending accurately to detail and presenting relevant information to supervisor
• Answered incoming phone calls and responded to queries in a professional manner
• Prepared and maintained log of clients'… Show more. Assembled contracts for clients of Monarch and individual brokers in a professional and accurate manner
• Prepared and maintained log of clients' demographics with precision

Toronto, Canada Area

• Provided consultation and matched best solutions to clients' need
• Explored new client groups outside the GTA; resulted higher sales volume
• Maintained excellent relationship with current and potential clients, resulting in higher service quality and higher brand loyalty
• Provided courteous and efficient service to clients, including telephone inquiries, to ensure 100% satisfaction
• Followed government regulations and security procedures to minimize loss and maximize profit

Toronto, Canada Area

• Gave presentations to potential clients to increase their product awareness
• Developed good relationship with clients through e-mail, telephone, and in person, resulting higher sales volume

Toronto, Canada Area

• Communicated with customers daily in a pleasant and polite manner
• Assisted customers to find what they wanted and marketed merchandise to them
• Reported customer concerns regularly to store manager for service improvement