Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Dansha Tan

San Francisco,CA

Summary

Proactive and meticulous Managing Director with over 12 years of experience in managing and banking industry. Proficiencies in inventory control, sales, staff training and development. Customer-oriented team player with expertise generating optimal satisfaction levels while building profits and client generation.

Overview

17
17
years of professional experience

Work History

Managing Director, PBO Manager

First Republic, Now Part Of JPMC
06.2012 - Current
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Prepared balance sheets, cash flow reports and income/outgoing statements to clients
  • Controlled costs to keep the operating within branch budget and increase the value of prospects/clients
  • Team management and leadership
  • Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.

Mortgage Sale Assistant

Citibank
02.2010 - 05.2012
  • Expedited loan approval processes for increased efficiency and improved client experiences.
  • Developed strong rapport with clients through excellent communication skills, leading to repeat business and referrals.
  • Coordinated schedules between loan officers, appraisers, and other relevant parties for a streamlined loan closing experience.
  • Supported loan officers in managing their pipeline, resulting in higher closed loan volume per month.

Personal Banker

Citibank
12.2006 - 01.2010
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Education

Bachelor of Science - Business

San Francisco State University
San Francisco, CA
06.2006

Skills

  • Operations Management
  • Staff Management
  • Quality Assurance
  • Team Collaboration
  • Account Management
  • Strong communication

Languages

Chinese (Cantonese)
Full Professional
Chinese (Mandarin)
Full Professional

Timeline

Managing Director, PBO Manager

First Republic, Now Part Of JPMC
06.2012 - Current

Mortgage Sale Assistant

Citibank
02.2010 - 05.2012

Personal Banker

Citibank
12.2006 - 01.2010

Bachelor of Science - Business

San Francisco State University

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Dansha Tan