Tony Chen Email & Phone Number

New York, United States

- Train new upfront and renewals underwriters while providing valuable insights to existing team members, fostering performance improvements and driving overall team success.- Review files presented by the sales team for negotiation of restructuring contract rates and offer amounts.- Provide support across all stages of underwriting from initial pricing.

- Evaluate the future profitability of merchants applying for renewals of outstanding loans to ensure sustainable growth.- Perform quality control of the upfront underwriting process, ensuring compliance with company standards.Prevent fraud by conducting thorough reviews of business financials, meticulously analyzing transaction patterns, and scrutinizing.

- Research the business backgrounds via personal credit reports, business bank statements, and other merchant-related data to facilitate informed underwriting decisions- Monitor domestic portfolio of new and existing accounts, while performing credit reviews and advising upper management of adverse risk conditions to improve the overall portfolio- Conduct.

- Consolidated data from multiple sources into company's database- Reviewed and audited database on a regular basis to ensure accuracy of data- Made corrections and additions to database records

- Developed spreadsheet templates for the company’s budget and payroll reports through Quickbooks and Excel to expedite the overall process and improve efficiency by 10% - Allocated and tracked A/P and A/R respectively to prepare end of month balance sheet and income statement- Reconciled fiscal year cash receipts, purchase orders, employee reimbursements.

- Spearheaded new procedures for Help Desk documentation, enabling the development of a comprehensive knowledge base of common solutions to improve efficiency- Disassembled computers and salvaged functional parts- Troubleshot software/hardware/network issues that arose for staff to ensure office PCs run at optimal levels