Samantha Chan Email & Phone Number

Fort Washington, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

• Collaborated with fellow educators to develop innovative curriculum materials, resulting in a 20% increase in lesson material retention by integrating interactive multimedia resources while teaching an average of 15 adults and 10 children.• Communicated effectively with students from diverse backgrounds, improving their language proficiency by an average of 30% within six months, by employing tailored teaching methodologies and regular feedback sessions.• Empowered students to achieve their language learning goals, as evidenced by a 25% rise in course completion rates, by conducting 1:1 online classes and providing personalized support and leveraging motivational teaching techniques.

Philadelphia, Pennsylvania, United States

• Reduce processing time by 22% which results in an 85% close ratio, by taking ownership of submission and managing internal and external deliverables at each stage, with Underwriters, Title Companies, and Insurance Companies.• Exceed sales targets of 4-5 originated loans by 30% during the 2023 Market downturn, by attaining referrals through client relationship management.• Coach and enable local branch employees to deliver general mortgage knowledge, by scheduling a 15-minute weekly 1:1 session with bankers.• Spearhead Citizens Bank mortgage representation at Knowledge-Share Workshops and educated over 70 first-time homebuyers and cross-functional professionals.• Initiate and collaborate with local realtors to create 11 open-house events in 2022 for sourcing prospective buyers, who are searching for reliable financing, which resulted in a 5% MoM increase in applications.• Consistent attention to ever-changing mortgage guidelines and product-mix, by joining webinars and market discussion groups.

Philadelphia, Pennsylvania, United States

• Led leadership strategy planning onsite, which resulted in a 5% MoM increase of sales for 6 consecutive months, by individually assessing the strengths and weaknesses of the team, to align larger scope goals and priorities.• Directed a growth initiative to cross-sell banking products to existing clients, that yielded a referral rate of 40%, by utilizing Salesforce to direct clients to branch partners, including financial advisors and wealth managers.• Increased branch visibility and enhanced new and existing business opportunities, organized four public events and open days in 2022, by hosting events, including collaboration with PCDC and the Philly Phanatic for photo booth, which attracted over 25 clients to apply for new credit cards per event.• Identified $26M in sales opportunities for three bankers by cold-calling existing Home Equity Line of Credit (HELOC) clients for refinancing opportunities.

Philadelphia, Pennsylvania, United States

• Awarded Banker of the Month in Nov 2020 out of 200 retail employees in the Tri-State Area, for high-achieving diverse talent based on leadership potential and success in customer experience.• Exceeded monthly goals, by pursuing a high-yield strategy of Home Equity Line of Credit (HELOC) compared to conventional low-yield products such as New Money Deposits, which resulted in an additional 20% for three months in a row.• Proactively solved clients’ problems with an average proven Net Promoter Score (NPS) of 87/100, which played a significant role in boosting customer loyalty and retention rate, through active listening and problem-solving skills.

Hong Kong Sar

• Communicated and presented analytical key metrics findings to five cross-functional leadership department heads, to develop 17 continuous-use analytical reports, by utilizing Tableau for data visualization and analysis of monthly financial data for e-business vehicle loans products.• Maximized automated acquisition system that takes clients from social media DMs into an email-marketing funnel that increased customer engagement by 70%, using email segmentation and personalized content.• Implemented a one-click pre-approval process strategically for loans that have sufficient data and previous transaction details that reduced lead time by 50%, by communicating the key metrics with the operations team.• Launching the first Responsive Search Ads using Google AdWords, that tested over 50 combinations and learned which combinations perform best, by writing concise headlines, relevant keywords and call-to-action (CTA) to optimize visibility.• Revamped and standardized six continuous-use Email Automation templates, which resulted in a 4-5% average click-through- rate (CTR), and reduced 95% email bounce rate, through conducting qualitative research and competitive analysis to better understand the target audience’s demographics, interests, and online behavior.