Charlie Chen Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Mississauga, Ontario

• Led key strategic initiatives involving multi-system integration of WealthView, MuleSoft, and Salesforce. Gathered business requirements, designs, draft requirements for developers, and tested and implemented solutions. • Collaborated with a 20-member onshore and offshore team and specialists on Salesforce, MuleSoft, and WealthView.• Worked in conjunction with the senior leadership team and system architects to support planning, reporting, analytics.• Analyzed various theories related to issues and gaps, including delinquency rates and causation. Used business and database knowledge to create reports to confirm or deny theories.• Created general performance indicator reports to measure store performance, set targets, and forecast revenue and losses. • Involved in all projects through planning, resourcing, and execution. Helped to design business flow, customer journey mapping, integration items, and system design while considering deadlines and team capacity.• Designed business solutions by leveraging industry best practices, including implementing Canada’s first full credit spectrum POS financing solutions, and expansion into Quebec and sub-prime mortgages.• Played a role in architectural decisions and discussions by working closely with project architects.• Supported the development team by providing design and analysis for various projects involving application development, system and data migrations, and functionality additions.• Assessed business requirements to create system specifications and design artifacts.• Created process flows, business requirement documents, low-level designs, and change requirements.• Ensured compliance when designing and incorporating development standards.• Guided programmers and developers through technical issues.• Developed and reviewed test protocols to support QA and (UA) testing.• Identified issues and risk throughout the project lifecycle and implemented risk mitigation strategies.

Mississauga, Ontario

• Managed over $2M in portfolio while averaging 16% month-over-month growth and the productivity of three staff.• Acted as lead trainer in the region and played a role in new hire onboarding through two weeks of hands-on work and observation.• Facilitated superior customer sales experiences through quick and professional handling of inquiries while promoting and selling financial services.• Consistently exceeded goals and achieved an accolade of being the top new branch in 2015.• Maximized sales revenue by administrating customer accounts and provided input into every sale while managing activities to increase financial and managerial effectiveness.• Managed collections by ensuring that calls were made and overdue financial accounts met company operation standards.• Managed staff and daily operations, including the implementation of new corporate strategies and operational processes (sales, collections, maximization of leads, minimization of defaults).• Played a role in employee development through coaching and training new and existing financial sales employees.• Grew the loan book by performing activities such as actively sourcing new clients through marketing, cold sales calls, and building relationships to plant seeds and promote future sales.• Secured all required information to fulfill customer applications for financial sales products, accurately maintaining information and records in all required systems to limit errors.• Assisted customers with credit applications and promoted the sale of prepaid credit cards.• Capitalized on financial cross-sales and add-on products by supporting customer needs and specifically pinpointing sales opportunities.• Ensured the financial loan process was completed, communicating agreements and terms and conditions to customers to follow best-in-class sales practices and to suppress collection rates.

Mississauga, Ontario

• Completed similar duties as the entry above, while building superior customer sales experience.