Jocelyn Chang Email & Phone Number

Salt Lake County, Utah, United States

• Enhanced operational efficiency and transparency for financial institutions by automating client onboarding, loan origination, and account management workflows.
• Leveraged profile analytics to assess customer usage patterns, identify high-impact areas for process optimization, and provide tailored solutions that meet client needs and improve user engagement.
• Streamlined data-driven workflows, utilizing insights from customer profiles and behavioral data to improve response times and transparency in client and loan-originating procedures.

Salt Lake County, Utah, United States

• Used statistical analysis to identify trends in client investments and service needs, allowing for proactive adjustments in service delivery and enhanced client satisfaction.
• Collaborated with cross-functional teams to streamline account management and incorporate data-backed recommendations, strengthening client trust and optimizing service outcomes.
• Applied data-driven decision-making in optimizing internal processes, troubleshooting client issues, and improving the efficiency of brokerage operations.

SLC, UT

• Proficient in managing multiple projects using various project management methodologies, ensuring timely and efficient completion while maintaining frequent and consistent interaction with all clients.
• Experienced in providing remote assistance to troubleshoot and solve issues with information systems and technologies, ensuring smooth and uninterrupted operations

Master Of Science - Ms, Business Analytics

Bachelor'S Degree, Information System

Activities and Societies: I participated in Beta Alpha Psi Club and TEK club

High School Diploma

Activities and Societies: Mesa club, women's tennis team, and community of the caring club.