Derek Chen
Rocky Hill
Summary
Customer-focused sales and management professional with 8+ years of experience delivering exceptional service, driving sales growth, and building lasting client relationships. Proven ability to exceed targets in high-volume environments through personalized solutions and customer loyalty. Proficient in CRM systems, compliance, and cross-selling, with a commitment to seamless processes and client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Loan Processor
3E Capital LLC
07.2025 - 05.2026
- Processed loan applications, ensuring compliance with financial regulations and company policies.
- Analyzed credit reports to assess borrower eligibility and risk factors effectively.
- Collaborated with underwriters to facilitate timely loan approvals and address potential issues.
- Managed documentation workflow, ensuring accuracy and completeness of all loan files.
Sales Professional
Bertera Subaru of Hartford
02.2019 - 07.2023
- Consistently ranked as a top performer in a high-volume dealership, earning multiple monthly sales awards
- Built lasting customer relationships, resulting in repeat business and referrals
- Collaborated with the finance team to ensure smooth loan approval and funding processes
- Actively cross-sold products and services, contributing to dealership revenue growth
- Provided timely follow up on all inquiries from prospects or current clients.
- Conducted face-to-face meetings with prospective clients to discuss product features and benefits.
Manager
Sun Sun Enterprise Inc
04.2023 - 07.2025
- Oversaw daily operations, inventory management, employee scheduling, and customer service
- Implemented a new POS system that enhanced sales tracking and decision-making
- Resolved customer concerns promptly, ensuring long-term client loyalty
Education
Bachelor of Science - Finance
University of Connecticut, School of Business
Connecticut01-2018
Skills
- Sales & Lead Generation
- Cross-Selling & Self-Marketing
- CRM & Microsoft Office Proficiency
- Compliance Knowledge
- Negotiation
- Contract preparation
- Regulatory compliance
- Client analysis
Certification
- Licensed Mortgage Loan - [Timeframe]
LANGUAGES
English - Native
Chinese (Cantonese) - Bilingual
Timeline
Loan Processor
3E Capital LLC
07.2025 - 05.2026
Manager
Sun Sun Enterprise Inc
04.2023 - 07.2025
Sales Professional
Bertera Subaru of Hartford
02.2019 - 07.2023
Bachelor of Science - Finance
University of Connecticut, School of Business