Call Center Remote

Jack Liu

Overview:

•A Senior IT professional /Architect with more than 20 Years of extensive experience in systems analysis, design, development, Performance Tuning and deployment of distributed, real time, machine critical, and special in financial industry.

•13 years of expertise in Salesforce, Force Page, Apex, Visualforce and Salesforce/ Lightning Web Component (LWC) /Open-Source Aura Framework on Sales cloud, Service cloud, Financial cloud and marketing cloud.

•One year work experience on nCino.

•5 years of expertise in Integration and configuration with Salesforce.com AppExchange products.

•5 years of expertise in JavaScript (Angular.js and React.js) HTML5.

•8 years of expertise in C#.NET, ASP.net and JAVA.

•8 years of expertise in Salesforce integration with Web-service (SOAP/Force.com REST API), salesforce platform events.

•13 years of experience in CRM, SQL, ADO, Data modeling, RDBMS (SQL server, Salesforce CRM).

•13 years of experience in Salesforce Sales Cloud,7 years in Salesforce Service Cloud and Salesforce Marketing Cloud

Technical Skills:

Languages: APEX, Salesforce, Lightning Web Component (LWC)/Open-Source Aura Framework. JavaScript, Ract.JS, .NET framework 2.0/3.0/3.5/4.0; C#/Java (JDK1.7/1.7); PERL and Unix Shell scripts; UNIX/Linux/C/C++

RDBMS: Oracle,SQL Server, MS Excel.

05/2020 – Present Leumi Bank, Salesforce Architect Manhattan, New York

•Integration Salesforce Financial to Salesforce Sales Cloud / Marketing cloud on nCino’s Bank Operating System, collection business requirements form stakeholder and implementation coding and testing

•Integration Salesforce Sales with MuleSoft /Web Service Use C# WebAPI 2.0

•Integration Salesforce with DocuSign / design and coding Salesforce PDF view and integration with DocuSign

•Develop the billing system ForcePage convert to PDF Billing statement.

•Environment: SFDC ForcePage, Apex, Lightning Web Component (LWC), Visualforce, C# and MS SQL server SSIS and SSDT, DocuSign Einstein Analytics Reporting / Salesforce Financial to Salesforce Sales Cloud and Service cloud on nCino’s Bank Operating System.

01/2019 – 04/2020 Tata consulting Service, Salesforce Architect traveling position

•Citigroup Mexico Salesforce migration to US Salesforce, upgrade Citigroup Mexico Classic Salesforce to Lightning Salesforce, localization Spanish Contents to international Global model for salesforce. Standardize Global business processes (Currently Mexico was locally business processes)

•Merge and migration salesforce.com US and Mx to one Standardize source code to reduce developing and maintenance cost.

•Develop the billing system ForcePage convert to PDF Billing statement.

•Data structure US and Mx to One Standardize Global Data structure

•Migration Data structure US and Mx to One Standardize Global Data structure

•migration Salesforce Standardize report tool (like Einstein Analyst Report)

Use C# / Kingsway Soft Adapter with WebAPI2.0

•Environment: SFDC ForcePage, Apex, Lightning Web Component (LWC),React.JS, Visualforce, C# and MS SQL server SSIS and SSDT, Einstein Analytics Reporting. Salesforce Sales Cloud / Marketing cloud

12/2016 – 12/2018 Bank of New York Mellon, Salesforce Architect Manhattan, New York

•Designed and implemented Credit Risk Control Application on . Use SFDC orce.com REST API. with WebAPI2.0

•Maintenance product Wealth Management trading / Account and Mast Agreement Documentary System, Salesforce Lightning Web Component (LWC) React.JS /Open-Source Aura Framework.

Java Servlet and Tomcat Servlet with WebAPI2.0, Salesforce Sales Cloud / Marketing cloud/Service Cloud.

•Environment: SFDC ForcePage, Apex, Lightning Web Component, Visualforce, Java Servlet and Tomcat Servlet with WebAPI2.0 on Salesforce Sales Cloud and Service cloud

12/2015 – 12/2016 Deutsche Bank Salesforce Architect Jersey City NJ

•Designed and implemented wealth management system with Salesforce CRM product for accounts money transfer validation and Anti-Money Laundering (AML)

•Used SFDC Force Page, Apex, Visualforce, Sales Cloud/Lightning Web Component, SFDC workflow and Web-service/Force.com REST API. (inbound Webservice and outbound Webservice)

Used IBM MQ and Java Servlet and Tomcat Servlet host the web service.

•implementation of Salesforce workflow Batch Apex and Schedule Apex for accounts money transfer validation.

•Environment: Salesforce Sales Cloud and Service cloud

05/2014 – 12/2015 Bank of America Consultant Architect, Work location: Pennington NJ

•Designed and implemented wealth management system with Salesforce CRM product for marketing lead. Open accounts. Used: Used SFDC ForcePage, Apex, Sales Cloud/ Lightning Component, Visualforce, SFDC Webservice

•Designed and implemented CDOL (Client Document Online) in Salesforce Lightning a research project for Mobile device

•Redesign the product CDOL (Client Document Online) System, convert application from VC6.0 to C# .net4.0 and add new function with C#/VB.NET/JavaScript/jQuery/ Angular JS/Html5 /JSON, Restful Webservice/WCF/ SQL database. /MSMQ.

•Environment: Salesforce (CRM)/ForcePage, Apex, Visualforce/JavaScript/Angular JS/jQuery/HTML5, ASP.NET C# WCF/.NET framwork3.5/4.0, Microsoft Enterprise Library, SQL database, Linq2Entity framework.

04/2013 –05/2014 JP Morgan Chase Bank Architect (full time) Chase Manhattan Plaza, New York and Tampa FL

•Develop and enhance existing Chase Credit Card Account On-boarding Application.

•Used: Used SFDC ForcePage, Apex, Visualforce, SFDC Webservice.

•JavaScript/HTML/Angular JS/jQuery.

•Designed and implemented Chase On-boarding/ transaction Anti-Money Laundering (AML) Application.

•Used: C#/ASP.NET, JavaScript/HTML/Angular JS/jQuery and Web service WCF as middle-ware.

•Designed and implemented payment transaction use Blue wolf ESI (Enterprise salesforce Integration)

•Used: WPF/C#/ Oracle database and Toad for Oracle, Salesforce (CRM). Write SQL queries, stored procedures, triggers, Package and function.

•Environment: Salesforce (CRM), C#/WPF/WCF, ASP.NET, JavaScript/HTML/Angular JS/jQuery .NET framwork3.5/4.0/4.5/5.0, Microsoft Enterprise Library, Oracle database on Service cloud and Commerce Cloud

•12/2009 – 04/2013 Deutsche Bank Senior Consultant Architect

•Designed and implemented Deutsche Bank Trading voice system with Salesforce CRM product (SFDC Call Center Model), Remote call control, call notification, VOIP, audio/video conferencing and Instant Messaging, trading BPM, MS WF and Automation work follow. Integration with Tibco EMS Message

•Used SFDC ForcePage, Apex, JAVA, Visualforce, SFDC Webservice.

•Used Tibco EMS Java frame work

•Convert SAP – Date Model to SFDC Data Model.

•Designed and implemented a MS Outlook Plug-In integration with JIRA application for bug tracking system.

•Used: C#/WPF, ASP.NET, JavaScript, jQuery.

•Develop the MS Excel, WinForms and IE browser data transfer UI automation system.

•Without change application source code to integrates the application, use the MS_UI Automation .NET framwork3.5/4.0. WPF, MVC3.0 MS Excel Object Library.

•Designed and implemented a dB Atlas website, integration with JIRA application for bug tracking system,

•Used: Design patterns MVP, Dynamic Date, Linq2SQL, ASP. Net/C#/framwork4.0, Silverlight, HTML5 and CSS3, jQuery, WCF. SQL Server.

Environment: SFDC ForcePage, Apex, JAVA, HTML5, JavaScript, jQuery. C++/C#/WinForms/WPF, MS UI_Automation.NET framwork3.5/4.0. WPF, Microsoft Enterprise Library, SQL Server, ADO.NET, and LINQ, MS Excel Object Library. MVVM /NVC/MVP,

2/07 – 12/09 Merrill Lynch Senior Consultant Developer

•Develop and enhance the real-time data ticker plant and order management trading GUI application CRM reporting (Salesforce).

•Developed the RUDP Socket Order System.

•Used: C++/C#/WinForms/WPF, Salesforce (CRM).

•Analyzed Private Client’s new Business requirements and implemented new functionality to the Global Private Client Trading (GPCT) System and Portfolio Management System.

•The GPCT System integrates with the Wealth Management Workstation (WMW) applications and Advanced Telephony Platform used by Merrill Lynch Advisory branch offices.

•System is used by 3000 professional brokers and investment advisors.

•Used: C++/C#/ WinForms/ Salesforce (CRM).

•Designed and implemented Advanced Telephony Platform (ATP) Connects System with the trading workflow, the ATP include Outlook and Telephony (CTI) Integration with Salesforce CRM product (SFDC Call Center Model), Remote call control, Call notification, VOIP, audio/video conferencing and Instant Messaging, trading chat.

•ATP used by Merrill Lynch Advisory branch offices of 3000 professional brokers and investment advisors.

•Newly created system saved significant processing time by automating the creation of customer accounts.

•Used: C++, Win32API, C#.

Environment’s ForcePage, Apex, C#/C++/Win32API, ASP.NET, XML/XSLT, Web service, SQLserver2005, Salesforce CRM, Windows XP/ Windows Vista

5/06 – 2/07 AVAYA Inc. Senior Software Consultant

•Developed and integrated Avaya’s software telephone with SFDC Call center solution CTI framework Build the Installation and configuration package with salesforce.com AppExchange products.

•Used SFDC ForcePage, Apex, JAVA, Visualforce, SFDC Webservice.

•Converted Avaya’s software telephone system from Visual C++6.0 (MFC, ActiveX, COM/DCOM) to .NET. 2.0.

•Developed and integrated Avaya’s software telephone system (Citrix version) with Citrix Presentation Server 4.5.

•Designed and implemented components for the telephone system.

•Designed and implemented Avaya’s “Web Click to Call” telephone dialing components. Used: IP, C#, .NET ASP.NET.

•Lead a team of 3 developers, builders and testers.

Environment: SFDC ForcePage, Apex, Integrated C#.NET class modules (managed .NET modules) and VC6.0 COM modules co-exist. C#.NET, ASP.NET, ADO.NET, VB.NET, SQL Server2000 databases, Web server.

12/04 – 5/06 Franklin Electronic Publishing, Inc. Senior Software Consultant

•Managed the implementation of the Japanese Seiko Dictionary Data conversion system.

•System converts SGML Documents to XML Documents.

•Used: Linux/ UNIX C MS XML4.0 SDK, XSL.

•Design and implemented E-Books Web Server system, integrating with Franklin Dictionary to E-Book

•Used: ASP.NET, C#.

•Design and implemented E-New/E-Book Content Management System

•Used: ASP.NET, C#.

Environment: Linux/ UNIX C++, MS XML4.0 SDK, XSL, DTD, C# .NET, ASP.NET, under UNIX/Linux and Windows XP

5/04 – 12/04 Checkpoint Systems, Inc. Technical Architect/Senior Software Consultant

•Designed and implemented intellectualized Radio Frequency (RFID) Library Circulation Secure System.

•Converted existing VB 6.0 system to .NET, utilizing UNICODE.

•Managed and executed the project plan; tracking and reporting project status and costs.

•Designed and implemented Web Services, Web Server system, integrated with the RFID Library Circulation Secure System and Crystal Reports System.

Environment: Integration of VB.NET class modules (managed .NET modules) and VC6.0 COM modules (Visual C++, MFC, ActiveX, COM/DCOM unmanaged modules) so they co-exist. C# .NET, ASP.NET, ADO.NET, VB.NET, SQL Server2000 databases, Web server, ASP, XML, IIS, FTP, TCP/IP Socket communication under Windows XP/2000.

1/99 – 5/04 Siemens’ Corporate Research, Inc. Project Leader

•Responsible for all Siemens products: internationalization and localization (Japanese).

•Managed products’ internationalization and localization, scope definition, planning and control.

•Managed and executed the project plan.

•Managed and coordinated the project’s local and international team resources.

•Tracked and reported project status and costs.

•Designed and implemented Motion-Control PLC System (electronic and software motor control), utilizing TCP/IP and securities account database to control the PLC.

•Worked closely with cross functional researcher’s team and lead a team of developers, builders and testers.

Environment: C#, .NET ASP.NET, ADO.NET, VB.NET, JAVA, Web Services (WSDL, XSD, SOAP), MS SQL Server 2000, Oracle8i, /PL_SQL. Visual C++ (MFC, ActiveX, Direct X, COM/DCOM, Web server, ASP, XML) & VB, under Windows 2000/XP, TCP/IP, securities account Database, MS-ACCESS database.

3/95 – 1/99 INTELLIGENT VISIONS & IMAGE SYSTEM Inc, Tokyo, Japan Project Leader

•Responsible for Developed CAD CEUS/CAE for UNISYS, Inc, migration CAD CEUS/CAE from Unix C++ to VC++ on PC.

•Designed and implemented 3D auto mesh generator programming for the CAD CEUS/CAD/CAE, end-user for Japan TOYOTA Inc.

Environment: Visual C++/ SDK/MFC (PC version); C/C++ (UNIX Version), FORTRAN under Sun UNIX and HP UNIX.

9/90 – 3/95 JAPAN NIKKEI INFORMATION SYSTEMS Inc, Tokyo, Japan

Software Developer at Nikkei CAD/CAE department

•Responsible for Developed 3D modeling AutoCAD application for CAE simulation.

Environment: MS-C, Auto-Lisp, High-c386, Visual C++/ SDK/MFC

9/87 – 9/90 NORTHEAST ENERGY INDUSTRY UNIVERSITIES, Jilin, China Teacher

•Taught C language/AutoCAD/CAE to college students.

Environment: C / DOS and UNIX

Education:

•MS, Computer Engineering; Dalian University of Technology

•BS, Mechanical Engineering; Qingdao University of Chemistry Institute

1303 Park Street Robbinsville, NJ 08691 *******@*******.***

609-***-**** (cell)

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