Lucas Yee Email & Phone Number

San Rafael, Ca, Us

Palo Alto, California, Us

Palo Alto, California, Us

Denver, Colorado, Us

Denver, Colorado, Us

· Produce and deliver standard and customized reports, dashboards and ad-hoc requests based on business needs in multiple areas in HR using Tableau/Qlilk Sense/Google Data Studio/Actuate.· Worked with customers in gathering scope of data migration, the format and structure of the data, data mapping to ensure smooth transition of HR operations.· Determine the strategy to evolve HR analytics maturity level from descriptive to prescriptive outcomes.· Generate ABR/QBR/Ad-hoc reports/dashboards for c-level.· Streamline workflows, identify bottlenecks, review benchmarks to develop ways to improve HR operations using reporting analysis.· Ensure prioritization and timely delivery of SMB/MM data migration projects, data accuracy and consistency.· Present & host all-day report trainings/workshops for clients and provide customized on-site trainings.

San Jose, California, Us

· Provide validation of new and renewal customer enrollments to ensure delivery of Symantec SSL products· Respond to customer’s inquiries regarding the status of their digital certificates and other security products in adherence to Symantec’s product line· Authenticate organizations and provide trust in global user experiences with online data encryption and internet security · Enhance operational issuance procedures throughout the authentication process resulting in same day turn around time· Responsible for worldwide issuance and support for all Symantec SSL product lines· Conduct monthly QA meetings with a focus on CSAT rating results and ensure standards are met

San Jose, California, Us

· Execute account setups and disbursements on all types of Credit Union depository and lending products· Attend offsite Sponsor Employee Group visits with BD consulting on Credit Union products and services · Provide analysis for Credit Union internal interdepartmental processes and responsible for implementation of new work strategy· Ensure that operations are conducted in accordance with established Credit Union policies with the BSA-AML program· Work closely with member's to provide knowledgeable solutions and develop short/long term financial goals

San Jose, California, Us

· Responsible for smooth flow/coordination of member’s requests for service in the new accounts and lending areas · Present quarterly presentations and lead CFE teams in the implementation of new products and business development· Ensured operational efficiency between inter-office departments, members, and vendors· Generate loan reports and forms related to initiation of loan documentation process

San Jose, California, Us