Vivian Chen

• Researched and adequately resolved client questions and issues.
• Established and effectively maintained productive customer relationships.
• Welcomed visitors, answered phone calls and responded to online customer inquiries.
• Participated in team meetings to understand goals and establish necessary process improvements.
• Effectively communicated with coworkers to maintain professional and customer oriented atmosphere.
• Scheduled and confirmed customer appointments and delivered timely reminders.
• Created and delivered product presentations to potential and current clients.
• Quickly resolved client issues and offered ongoing support to boost retention.
• Collected client feedback for improvement initiatives and future Buy/ Sell planning.
• Collaborated with product managers to successfully execute sales strategies.

Licensee: Vivian Yen Ching Chen

DRE: 02082002

• Counseled customers on market current status for residential and land markets.
• Identified potential buyers through cold calling.
• Prepared newly purchased homes for clients prior to arrival.
• Applied various methods to build client base, including networking, email, and social media.
• Compared properties with similar, recently sold properties in neighboring areas to determine comparative market price.
• Explained financial requirements and analytical data to potential buyers and sellers.
• Advised clients on market conditions, pricing and legal requirements for property transactions.
• Consulted with escrow companies and lenders to validate completion of terms and conditions of purchase agreement by closing date.
• Advised sellers on making homes more appealing to buyers in competitive marketplace.
• Drafted contracts, purchase agreements, closing statements and leases.
• Coordinated property tours and communicated with buyers to assist with inspections and appraisals.

• De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
• Educated customers on special pricing opportunities and company offerings.
• Assisted customers in making payments on accounts and setting up payment plans.
• Fielded customer complaints and queries, fast-tracking them for problem resolution.
• Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
• Reviewed customer account information to determine current issues and potential solutions.
• Asked probing questions to determine service needs and accurately input information into electronic systems.
• Informed customers about billing procedures, processed payments and provided payment option setup assistance.
• Secured client retention by driving service and product benefits, features and recommendations around clients' needs.
• Opened new accounts and served existing customers based on individual financial needs.
• Entered member transaction data into online banking software.
• Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
• Reconciled cash and checks against computer records at end of shift.
• Promoted and sold banking products and financial services.
• Maintained filing systems and other daily administrative and clerical support tasks to facilitate loans, deposits and account services.
• Maintained confidentiality of bank records and client information.
• Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
• Ordered checks, placed stop payment orders and conducted additional special services for customers.
• Met or exceeded sales goals by promoting bank products and services in customer interactions.
• Identified and reported suspicious behavior to security personnel as appropriate.

• Compared shipment contents with paperwork to support inventory accuracy and records management.
• Directed warehouse team in stocking merchandise, pulling orders and setting up loads.
• Prepared accurate shipping orders and bills of lading to direct and route materials.
• Investigated inventory discrepancies to maintain recordkeeping validity.
• Produced reports on shipments, team performance and financial numbers.
• Supervised material flow, storage and global order fulfillment.
• Established transportation cost standards and economical shipping practices.
• Generated invoices and customer estimates using OMS system.
• Input weights, charges, discrepancies and other data in Netsuite.
• Implemented cost-effective methods, carriers and routes to optimize shipping and receiving strategies.
• Performed inspections of shipment contents, verifying accuracy against invoices and manifests.
• Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances.
• Coordinated resolutions to independently handle damages, shortages and nonconformance.
• Determined best shipping method for materials, considering shipping procedures, routes and rates.
• Generated accurate work orders, bills of lading and shipping orders to manage accurate routing of materials.
• Worked with carrier representatives to handle shipping and delivery needs.