Jun Li
Bellevue,WA
Summary
Highly motivated and client-focused Client Service Associate with a passion for delivering exceptional service and building long-term relationships. Experienced in financial services and possessing excellent communication skills, I am dedicated to ensuring client satisfaction and exceeding expectations.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Emortgage Capital
Irvine, CA
01.2024 - Current
Senior Loan Officer
Flyhome Mortgage
Seattle, WA
05/01/21 - 12.2023
- Manage a portfolio of customer relationships, seeking opportunities to retain and develop new clients.
- Develop and prepare loan solutions, ensuring compliance and efficiency in pipeline management.
- Collaborate with internal and external stakeholders to complete mortgage transactions.
General Manager
RTI INC
Seattle, WA
06.2016 - 02.2021
- Communicated and cooperated with event coordinators to implement event plans.
- Enhanced client satisfaction ratings by managing on-site service requests and logistical needs.
- Managed administrative logistics of event planning, including contract signing and event promotions.
- Improved efficiency of operations through data analysis and modeling, enhancing customer retention.
- Conducted business financial information and bookkeeping, including annual tax returns.
General Manager
Shwetun Express Inc
Kent, WA
04.2011 - 05.2016
Sales Manager
AT&T
Roland Height, CA
08.2009 - 02.2011
Education
Bachelor of Arts in Economics -
Carleton University
06.2008
Skills
- Exceptional customer service skills
- Strong communication and interpersonal skills
- Proficiency in CRM systems
- Detail-oriented with excellent organizational skills
- Ability to multitask and prioritize effectively
- Knowledge of financial planning principles and practices
- Bilingual in both Chinese and English
- Client Account Management
- Document analysis
- Cost estimating
- Expense Tracking
- Event calendar management
- Sales contract management
- Food service knowledge
- Event Planning
Accomplishments
- Loan officer of the month in April and May 2022
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Full Professional
Certification
- NMLS 1987411
Timeline
Mortgage Loan Officer
Emortgage Capital
01.2024 - Current
General Manager
RTI INC
06.2016 - 02.2021
General Manager
Shwetun Express Inc
04.2011 - 05.2016
Sales Manager
AT&T
08.2009 - 02.2011
Senior Loan Officer
Flyhome Mortgage
05/01/21 - 12.2023
Bachelor of Arts in Economics -
Carleton University
- NMLS 1987411
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