Kevin Sun
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
4
4
years of professional experience
Work History
Customer Success Specialist
Aloha
Irvine, CA
05.2023 - 10.2024
- Serviced clients over 3,000 chats, emails, and zoom calls
- Drafted monthly reports summarizing key performance indicators such as satisfaction scores, churn rate.
- Created over 20 documental resources such as FAQ documents and user guides for customers.
- Analyzed over 200 client’s data to identify trends, issues, and opportunities for improvement.
- Researched new technologies with other departments and new initiatives to improve customer experience.
- Created 3 reports outlining customer usage and retention metrics daily
- Delivered presentations on product features, benefits, and value propositions at conferences or webinars.
Data Verification Coordinator
SurePrep
Irvine, CA
02.2023 - 04.2023
- Analyzed, compared, and corrected over 2,000 pages of tax documents on multiple screens for tax season daily
- Revised any missing information into the software by looking into the company database for comparison.
- Assisted with the preparation of presentations for senior management meetings.
- Organized team events to promote a positive work environment.
New Development Escrow Associate
Keystone Pacific Property
Irvine, CA
05.2021 - 12.2022
- Consulted over 50 builders and vendors in establishing new housing constructions and developments
- Managed at least 300 resale, refinance, and close of escrow procedures through sending and receiving of invoices.
- Processed at least 20 HOA certification requests, bond release process and tracking daily
- Used Homewise and Caliber software to provide property records and information
- Reviewed over 50 financial and demand statements to answer lender questionnaires daily
EDiscovery Specialist Intern
Practice Aligned Resources
Irvine, CA
05.2020 - 08.2020
- Updated e-Data request tasks using Sharepoint workflow daily.
- Used Nextpoint to gather and organize electronic information in electronic review or litigation matter
- Redacted over 100 classified legal documents via Adobe Reader.
- Managed internal databases, ensuring accuracy and completeness of information.
Education
Paralegal Certificate - Criminal Justice
University of California, Irvine
01.2019
Bachelor's degree - Criminal Justice/Police Science
UC
01.2019
Skills
- Customer Relationship Management (CRM)
- CRM Software
- Document Management
- Work Prioritization
- Customer Retention
- Presenting Ideas and Plans
- Strategic Planning
- Work Planning and Prioritization
- Meeting Coordination
- Administrative Oversight
- Schedule Management
- Business Development
- Database Management
- Workflow Management
- Account Management
- Quality Assurance
- Technical Support
- Project Management
- Customer-focused
- Microsoft Outlook, Word, and Excel
Languages
Chinese (Mandarin)
Native language
English
Proficient (C2)
C2
Software
Nextpoint
Sharepoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Adobe
SalesForce
Slack
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Paralegal Certificate
University of California, Irvine Division of Continuing Education
Work Preference
Work Type
Full TimePart TimeInternshipWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany Culture401k matchPaid time offPersonal development programsHealthcare benefitsWork from home optionStock Options / Equity / Profit SharingTeam Building / Company RetreatsPaid sick leaveFlexible work hoursAffiliations
- Orange County Paralegal Association
- University of California Irvine Division of Continuing Education Alumni
- University of California San Diego Alumni
Timeline
Customer Success Specialist
Aloha
05.2023 - 10.2024
Data Verification Coordinator
SurePrep
02.2023 - 04.2023
New Development Escrow Associate
Keystone Pacific Property
05.2021 - 12.2022
EDiscovery Specialist Intern
Practice Aligned Resources
05.2020 - 08.2020
Paralegal Certificate - Criminal Justice
University of California, Irvine
Bachelor's degree - Criminal Justice/Police Science
UC
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