Project Manager Sales

JENNIFER KWAN

***** ****** ******, ********* ** • HACIENDA HEIGHTS, CA 91745

626-***-**** • ********@*****.***

EDUCATION

University of California-Irvine, The Paul Merage School of Business, Irvine, CA June 2012

Master of Business Administration

California State University Fullerton, Fullerton, CA August 2004

Bachelor of Arts in Business Administration, Concentration in Finance

PROFESSIONAL EXPERIENCE

Canyon Partners, LLC-Los Angeles, CA November 2007 - May 2011

Senior Bank Debt Associate

Bank debt closer committed in the timely settlements of trades by applying strategic utilization of industry resources and effectively

reducing firm’s economical risk exposure on open trades.

Developed and implemented a renewed process of open trade allocations through the study of best practices that promoted

efficiency, and helped reduce the average number of days each trade remained outstanding.

Led team as project manager and facilitated a smooth transition to new administrator through the use of shared workbooks and flow

charts for efficient progress tracking and individual accountability. Transition was completed three months earlier than planned and

produced significant cost savings.

Collaborated with team members with ongoing communication between attorneys, analysts, traders, auditors and outside broker

dealer contacts ensuring investments were well documented, stored, and in compliance with federal regulations.

State Street I.M.S.-Irvine, CA November 2005 - November 2007

Senior Operations Associate

Settlements Associate driven to resolve all operational issues promptly through the use of time management and priority setting skills in

order to satisfy the needs of the firm’s client (PIMCO).

Researched and resolved a large number of trading breaks from the identification of discrepancies dealing with security information.

Addressed potential issues before a trade failed, resulting in significant minimization of client’s risk exposure.

Designed and conducted periodic cross-departmental trainings on various fixed income product types and settlement procedures that

effectively bridged the work flow knowledge gap between various departments.

Onyx Acceptance Corporation-Foothill Ranch, CA April 2005 – October 2005

Collection Specialist

Collection Specialist in charge of debt collection using research and strategic trace tools designed for the function of asset recovery.

Interpreted and predicted customers’ likelihood to make a payment based on customer research and detailed analyses of customers’ past

behaviors and payment patterns. Escalated all chronic nonpayment accounts to proper wage garnishment organizations as dictated by

department or client requirements as a last resort strategy.

Concept Lending Corporation-Costa Mesa, CA January 2005 - April 2005

Home Mortgage Consultant (Commission-Based)

Sales Consultant in charge of promoting mortgage solutions via business development and account management (B2C)

Established, retained, and grew relationships with local property developers and real estate brokers by attending open houses and

seminars, as well as persistent follow up phone calls, obtaining 30% more customers from developed relationships.

Wells Fargo Bank, N.A.-Santa Ana, CA August 2004 to January 2005

Consumer Accounts Phone Banker

Phone Banker focused on providing exceptional customer services and recommending complimentary bank product and services to

existing customers.

Marketed additional banking products and services to meet sales goals by the analyzing the customers’ account patterns and identifying

accounts needed for a well-balanced portfolio with Wells Fargo. Achieved established sales goals of transferring at least 20 calls a day

to the sales team.

ADDITIONAL INFORMATION

VP of FEMBA Relations of the Merage Consulting Association of UC Irvine (2011-2012)

FEMBA Liaison of the Marketing Association of UC Irvine (2011-2012)

Contact this candidate