Kristen Tan Email & Phone Number

Claymont, DE, US

Philadelphia, Pennsylvania, United States

• Managed workflow processes using Alfresco/Lightweight to track and resolve 2,000+ technical exceptions YTD
• Performed daily validations and verifications to ensure timely remediation of urgent client requests across all LOBs
• Executed monthly audits of 60+ FATCA tax forms for tax certification of high-value clients to prevent withholding
• Collaborated in cross-functional teams to optimize resource allocation of ad-hoc requests for customer verifications and overdraft remediations

Newark, Delaware, United States

• Oversaw daily and monthly data quality issues with the technology and line of business teams to ensure issues are addressed, triaged, and remediated to closure for regulatory reporting
• Conducted monthly meetings with senior management and tech partners to discuss trends to improve future performances that may impact stakeholders
• Tracked key performance indicators within various regulatory reporting stripes to identify trends and analysis for both daily and monthly close cycles
• Implemented global region schedule for resource coverage alignment for critical weekend, quarterly, and monthly cycles
• Exclusively tested all derivative builds and enhancement within test environment for reporting data
• Composed and communicated daily summary report of end of business day results to top senior management

Philadelphia, Pennsylvania, United States

• Developed Excel models to analyze client retention and financial performances to enable accurate MoM forecasts
• Registered patient information in compliance with HIPAA regulations to maintain robust documentation audit trails
• Reconciled patient therapy sessions with insurance coverage to ensure revenue accuracy and prevent discrepancies
• Engaged with and assisted the elderly in Vietnamese to streamline patient experience and address concerns

Philadelphia, PA

• Served customers drinks and desserts at this small franchise location restaurant
• Took customer orders on a POS system and handle financial transactions including cash, credit, and debit
• Prepared the drink orders and serve them to the customers at the pick-up location

Philadelphia, PA

• Handled greeting responsibilities at this small establishment specializing in Vietnamese cuisine and bubble milk teas
• Provided food and drinks for customers and took transactions on a Clover POS system
• Assisted in planning, coordinating, and executing the Grand Opening

Willow Grove, PA

• Provided customer service to shoppers at the Willow Grove Park mall jewelry franchise location storefront
• Welcomed and assisted each individual customer in selecting their desired purchase of merchandise ranging from $25 - $3,000 in price
• Organized the jewelry and ensured all items were correctly labeled
• Demonstrated professional manners towards coworkers and employers

King Of Prussia, PA

• Worked at a small kiosk selling pastries located in the King of Prussia mall
• Persuaded hundreds of shoppers passing by to purchase the various macarons deals available
• Educated customers about the macarons on the special gluten-free and sugar-reduced ingredients

Bachelor Of Business Administration - Bba, Finance

Minoring in International Business Administration.

Associate Of Arts - Aa, Business Administration And Management, General

Bachelor Of Arts - Ba, Highschool