Tim Lam, Cfp® Email & Phone Number

Texas, United States

Westlake, Texas

Series 9Series 10

Westlake, Tx

Series 9Series 10

Westlake, Tx

Series 7Series 66

Westlake, Texas

Series 7Series 66

Dallas, Texas

● Promoted from member to Director of Social Media after 3 months, managing communications to 989 fans on our Facebook page, 140 followers of Twitter and 283 members on Meetup.● Created various social media content that increased full-time membership, currently over 250, adding an average of 8 members per month over the past 12 months.● Cultivated relationships with other organizations with similar goals around DFW, including Against the Grain Productions and Kollaboration Dallas, to increase our presence in our community.● Utilized social media to raise money for the NAAAP-DFW scholarship fund, collecting over $2,500 the past year for 2 deserving recipients.

Fort Worth, Tx

● Selected to high priority MHA Underwriter role based on performance as a Loan Officer to alleviate stress caused by the large influx of customers on the verge of foreclosure to assist customers with options.● Mentored a 15 member underwriting team about Treasury programs created to assist homeowners avoid foreclosure, ensuring world class customer service and updating the team when changes were made by the legal department.● Analyzed financials for customers to determine how much income could be used for debt to income calculations used for modification programs, creating customized solutions for each customer.● Ranked among the top in underwriting metrics with a compliance rate of over 95% compliance rate and an average of nearly 2 completed files per day exceeding company set goals of 90% compliance and 1.5 modifications per day.

Fort Worth, Texas

● Sold over 100 types of mortgage products to customers throughout the U.S., driving sales within the Centralized Sales Purchase Department that helped Bank of America become the number one mortgage lender in origination measured by number of loans until the 2008 financial crisis.● Utilized financial tools such as break-even analysis and debt-to-income calculations and explained the impact of interest rates to close sales, leading to an average of 10 completed sales and a volume of $2,000,000 in revenue a month.● Retained an average of 2 customers per month by maintaining customer contact throughout the processing and underwriting stages of the loan process.

Irving, Texas

● Managed inventory, filed and organized prescriptions for the pharmacist.● Filled and audited prescriptions for customers.● Operated the register in addition to pharmacy duties.● Passed the Pharmacy Technician Certification Board exam and certified by the Texas Certification Board.

Fort Worth, Texas

● Created and organized spreadsheets for department analysis of national food and beverage consumption.● Updated national inventory databases on a daily basis, while calculating profit and lossTraveled to American Airline catering centers to resolve inventory problems.● Gained basic understanding of operations management at a large corporation.

Frisco, Texas

● Audited stock for Foley's by using a meticulous process.● Contributed to Foley's customer based mission by administering customer service on the floor.

Houston, Texas

● Processed telephone and online orders using sales software.● Boosted profitability by increasing sales and satisfying customer demands.● Collaborated with technicians to build/fix computers.

B.A. Finance, Finance

Activities and Societies: ● Vietnamese Student Association – Ambassador, planned several fund-raising events, 8/02 – 5/06 ● Asian Student.

Education record