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.

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.

Mississauga, Ontario

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