DAN DAN CHEN
Elk Grove,CA
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Auditor Appraiser Level I position. Ready to help team achieve department goals.
Overview
13
13
years of professional experience
Work History
Director of Operations
RBC COMPANY
05.2018 - Current
- Oversaw day-to-day production activities in accordance with business objectives.
- Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
- Defined, implemented and revised operational policies and guidelines.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Monitored budget and utilized operational resources.
- Kept up-to-date with industry trends and identified areas of opportunity to drive improvements.
- Provided documentation of processes to comply with regulations and company policies.
- Modernized and improved operational procedures to increase productivity and profitability while tightly controlling costs.
- Assessed performance management structures and implemented enhancements to improve frameworks and strengthen results.
Independent Insurance Agent
Transamerica Life Insurance Company
07.2016 - 07.2018
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Sold life and various insurance products to individuals using consultative selling techniques.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Obtained underwriting approval by completing application for coverage.
Mortgage Loan Processor
Bank Of America
01.2010 - 12.2015
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Communicated with originator and applicant concerning progress of loan file.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Set up and completed loan submission packages.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
Education
Bachelor of Arts - Managerial Economics
UC DAVIS
09.2009
Skills
- Operational Leadership
- Business Management
- P&L Administration
- Business Policies and Procedures
- Budget Controls
- Finance and Accounting Oversight
- P&L Responsibility
- Budgetary Reviews
- Accounts Payable and Accounts Receivable
Languages
Chinese (Cantonese)
Chinese (Mandarin)
English
Timeline
Director of Operations
RBC COMPANY
05.2018 - Current
Independent Insurance Agent
Transamerica Life Insurance Company
07.2016 - 07.2018
Mortgage Loan Processor
Bank Of America
01.2010 - 12.2015
Bachelor of Arts - Managerial Economics
UC DAVIS
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