Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yan Ping Pan

Mason,OH

Summary

Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams.

Overview

15
15
years of professional experience

Work History

Owner

Frutta Bowl Mason
11.2022 - Current
  • Managed day-to-day business operations.
  • Trained and motivated employees to perform daily business functions.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
  • Trained and developed team members to build human capital.
  • Used knowledge of market trends to create value-added solutions resulting in significant increase in revenues.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Implemented marketing strategies to increase brand awareness and attract new customers.

Mortgage Banker

Chase Bank
01.2020 - 03.2023
  • Worked with underwriters to fix application problems and resolve issues.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Located and pre-qualified customers for mortgages.
  • Boosted customer satisfaction by providing tailored mortgage solutions and exceptional service.
  • Exceeded sales goals consistently by developing strong relationships with clients and realtors.

Branch Relationship Banker

Chase Bank
07.2017 - 12.2019
  • Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
  • Made introductions to partners to help meet customer's broader financial needs.
  • Explained and demonstrated self-service mobile options to customers.
  • Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
  • Grew book of business through proactive outreach.
  • Strengthened customer relationships by providing personalized financial advice and identifying suitable banking products.

Manager

China Garden
07.2008 - 12.2013
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.

Education

Associate - Fashion Merchandising

Art Institute of Cincinnati
Cincinnati, OH

Skills

  • Labor Relations
  • Business Management
  • Regulatory Compliance
  • Budget Development
  • Client Service
  • Small Business Operations
  • Marketing
  • Customer Relations
  • Employee Development
  • Financial Management
  • Relationship Building

Timeline

Owner

Frutta Bowl Mason
11.2022 - Current

Mortgage Banker

Chase Bank
01.2020 - 03.2023

Branch Relationship Banker

Chase Bank
07.2017 - 12.2019

Manager

China Garden
07.2008 - 12.2013

Associate - Fashion Merchandising

Art Institute of Cincinnati
Yan Ping Pan