Mark Lim Email & Phone Number

Burnaby, British Columbia, Canada

Supports the Manager of Lifecycle Operations in overseeing channel deployment of personalized messages through different channels. • Hosts monthly syncs with creative leads, strategists, and senior managers to discuss operational issues and improvements with SLAs that affect cross-functional production of marketing campaigns. • Held bi-weekly meetings with agency-partners to discuss project updates/forecast, accrued expenditure, and SLA improvements. • Raised incident tickets and… Show more Supports the Manager of Lifecycle Operations in overseeing channel deployment of personalized messages through different channels. • Hosts monthly syncs with creative leads, strategists, and senior managers to discuss operational issues and improvements with SLAs that affect cross-functional production of marketing campaigns. • Held bi-weekly meetings with agency-partners to discuss project updates/forecast, accrued expenditure, and SLA improvements. • Raised incident tickets and monitored engineers’ progress to resolve issues. • Gathered data and feature enhancement request from Strategists and Leadership team; determined the prioritization of each request prior to quarterly submission to Engineering and Architecture teams. • Worked closely with Technical Project Managers to push through enhancement requests, collect progress updates, and aligned with future initiatives between Lifecycle Marketing and other teams. • Gathered scope requirements and created project briefs for Lifecycle Marketing’s initiatives. Conducted discussions directors, team leads, project managers, SMEs, legal counsel, vendors, architects, and engineers as part of scope gathering and to provide visibility of upcoming projects. • Monitored vendor expenditure, issued Purchase Orders, and received assets deliveries. Worked with FP&A to explain monthly expenditures and variances. • Worked closely with Procurement during RFI process. Prepared RFI documents organized the tendering process for Lifecycle Marketing. • Reviewed SLA deliverables of each Work Order prior to contract signing and execution. Show less

Vancouver

Led the customer correspondence workstream and supported the Head of Operations Services in implementing cost-efficient policies and best practices to push customers away from traditional print to digital channels. • Oversaw the daily production of statements and other correspondence sent to customers in both digital and print format. • Managed up to 10 vendor relationship across Canada, ensuring that contract terms and SLA commitments are fulfilled. • Hosted scheduled meetings and… Show more Led the customer correspondence workstream and supported the Head of Operations Services in implementing cost-efficient policies and best practices to push customers away from traditional print to digital channels. • Oversaw the daily production of statements and other correspondence sent to customers in both digital and print format. • Managed up to 10 vendor relationship across Canada, ensuring that contract terms and SLA commitments are fulfilled. • Hosted scheduled meetings and quarterly business reviews to discuss service performances, expenditures, production forecasts, and challenges. • Worked closely with Procurement during contract negotiations and tendering process. Prepared business requirements, reviewed vendor proposals, and provided recommendations on candidate selection. • Prepared Print’s Annual budget to be reviewed by Finance and Head of Operations Services; includes forecast and adjustments based on expected price increase and savings. • Consolidated and reviewed monthly spending reports to determine actual expenditures and validate cost savings. • Met quarterly with Finance to provide accruals reports and help explain variances between actuals and forecast spend. • Worked closely with several SMEs to help develop and prepare business cases for various initiatives.• Attended group meetings with Global Leads to present business case and obtain funding/support for projects. • Led parallel projects and worked closely with different project managers to ensure on-time delivery. Worked with different stakeholders to remove roadblocks and support project teams.• Attended stand-up meetings to provided epics and stories for several project initiatives. • Assigned work and responsibilities to direct reports to help manage expansion of remit. Show less

Directed sales, operations, regulatory compliance, P&L management, accounts receivable (A/R), accounts payables (A/P), and administrative activities. Liaised with overseas operation and foreign banks to coordinate transactions.• Manage accounting books to keep track of currency reserves, forecast cash requirements, and bought/sold currencies.• Created and oversaw Compliance Regime to mitigate and monitor risks of facilitating money laundering and terrorist financing.• Liaised with… Show more Directed sales, operations, regulatory compliance, P&L management, accounts receivable (A/R), accounts payables (A/P), and administrative activities. Liaised with overseas operation and foreign banks to coordinate transactions.• Manage accounting books to keep track of currency reserves, forecast cash requirements, and bought/sold currencies.• Created and oversaw Compliance Regime to mitigate and monitor risks of facilitating money laundering and terrorist financing.• Liaised with government regulators and independent auditors during scheduled audits; prepared documentations for review; incorporated recommendations to help improve due diligence. • Recruited agent affiliates to help expand services to other provinces; provided training and support they need to help expand their network. • Travelled to different provinces to visit and monitor progress of agents. • Hosted meetings with corresponding banks to discuss operational issues and improve processes; travelling overseas to meet with bank representatives. Show less

Richmond, B

Grew the branch’s portfolio by selling deposit, investment, and lending products that fit the needs of the client. • Brought in new clients to help grow the bank’s portfolio by attracting in new money to the branch by opening deposit/savings accounts to customers.• Offered investment products and facilitated the deposit of funds into GICs/Term Deposits, Money Market, mutual funds, retirement funds, and other investment instruments. • Booked gold bullion and certificates for… Show more Grew the branch’s portfolio by selling deposit, investment, and lending products that fit the needs of the client. • Brought in new clients to help grow the bank’s portfolio by attracting in new money to the branch by opening deposit/savings accounts to customers.• Offered investment products and facilitated the deposit of funds into GICs/Term Deposits, Money Market, mutual funds, retirement funds, and other investment instruments. • Booked gold bullion and certificates for customers who wished to purchase precious metals. • Dispersed mortgage and loans to customers by working closely with adjudicators to help approve applications. • Coached new colleagues by helping them ease their roles. Show less