Summary
Overview
Work History
Education
Skills
Timeline
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Isaac Chan

Westminster,CA

Summary

  • Mortgage sales professional looking to pivot into tech industry
  • Many years of service experience through restaurant work, human resources, and international vendor relations
  • Extremely performance driven and looking to apply sales techniques to develop business and increase revenue

Overview

3
3
years of professional experience

Work History

Senior Mortgage Loan Officer

Mission Loans
Irvine, CA
03.2021 - 07.2022


  • Consulted an average of 200 clients per month and curated a wide array of mortgage products specifically tailored to maximize loan approval rates
  • Consistently exceeded average floor sales and funding targets and ended the year with third most funded units/volume on team
  • Dialed 60+ outbounds daily to promote new business development in a competitive market while nurturing current clientele
  • Analyzed capital and real estate markets daily to adapt to volatility which allowed for better prospect framing and adaptability to selling different mortgage products
  • Participated in software beta test groups to provide insight and solutions which influenced C-level executive`s agenda to release software company-wide
  • Demonstrated ability to build compelling narratives and utilize storytelling as client engagement strategy which reinforced client's confidence with their decision

Human Resources Service Center Administrator

Panda Restaurant Group
Rosemead, CA
06.2020 - 03.2021
  • Troubleshooted system errors on Human Resource Information Systems in order to create a user friendly experience for management
  • Trained new employees by demonstrating how to use HRIS software such as Oracle Taleo, Lawson, AS400, and Sterling Talent Solutions
  • Accommodated 40,000 employees nationwide and provided support with resolving administrative issues such as benefits, compensation, payroll, and government compliance
  • Handled 100+ inbound and outbound calls per day by utilizing Interaction Client Software to ensure all callers were assisted in a timely manner

Procurement Agent

Ta Chen International
Long Beach, CA
02.2019 - 06.2020
  • Streamlined overseas shipment reports indicating types of merchandise, estimated time arrival, point of destination, and price allowing management to analyze information with ease
  • Nurtured relationships with customers via email by resolving concerns regarding products, logistics, and price to ensure customer satisfaction
  • Negotiated directly with international aluminum vendors to obtain a price where both parties are satisfied

Education

Bachelor of Arts - Finance

California State University - Fullerton
Fullerton, CA
12.2018

Skills

  • Client Rapport-Building
  • Business Development
  • Vendor Relations
  • Customer Service
  • Proficient with Microsoft Office (Excel, Word, Powerpoint, Outlook)

Timeline

Senior Mortgage Loan Officer

Mission Loans
03.2021 - 07.2022

Human Resources Service Center Administrator

Panda Restaurant Group
06.2020 - 03.2021

Procurement Agent

Ta Chen International
02.2019 - 06.2020

Bachelor of Arts - Finance

California State University - Fullerton

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Isaac Chan