Bria Lin Email & Phone Number

Portland, OR, US

Portland, Oregon, United States

Lead the design and implementation of robust, scalable, and integrated business systems.Collaborate closely with cross-functional teams to understand business needs and align technology solutions accordingly.Oversee the evaluation, selection, and integration of new software and technologies.Develop and maintain comprehensive documentation of our systems.

Portland, Oregon, United States

Consult with internal stakeholders to define business requirements, identify opportunities to improve processes, and brainstorm solutions.Apply UX research and design methodology to design, build, test, and deploy custom solutions in Microsoft Dynamics CRM using Power Automate. Create and deliver technical documentation and training modules to drive user.

Portland, Oregon, United States

Developed a lean change management framework to design, document, and implement workflows that support client service team members to deliver an excellent client experience, consistently, efficiently, and at scale.Facilitates workshops with teams to map current state, identify process improvements, and implement changes that improve employee and client.

Portland, Oregon, United States

Launched initiative to optimize and document key client experience workflows, e.g. new client onboarding, to minimize team member friction and elevate client experience.Developed and implemented centralized training model for First Year Analyst program to deliver a more consistent training experience and provide leverage to client service teams.Developed.

Portland, Oregon

Documented team specific processes, identifying opportunities to improve efficiency and deliver better client service. Collaborated with Learning & Team Development to create role specific training content and trained new team members.Project managed all new client onboarding and implementation, including new account setup and processing asset.

Portland, Oregon

Portland, Oregon Area

Deepened consumer and small business relationships by identifying priorities using a needs-based, consultative sales approach, recommending appropriate financial services, and connecting clients to specialist partners, such as mortgage loan officers, small business bankers, and registered associates.Collaborated with partners to identify prospective.

Portland, OR

Consistently and effectively managed lobby traffic which included routing clients to appropriate specialist, assisting with self-service banking options, or transitioning clients to my desk for assistance.Assisted clients with managing and updating their accounts by leveraging resources and referring to specialists as required; transitioned to relationship.

Portland, Oregon

Processed transactions accurately and efficiently in a fast paced environment while simultaneously uncovering clients’ needs, recommending products or services, and transitioning client to a banker to fulfill those needs.Collaborated with teammates to increase customer satisfaction score multiple points to surpass goal over the course of a few.