Kevin Chen
Summary
Customer-focused and results-driven professional with over a decade of experience in financial services, customer engagement, and operational optimization. Skilled in credit analysis, data-driven decision-making, and cross-functional collaboration. Known for strong coordination, resilience under pressure, and the ability to manage multiple tasks efficiently. Proficient in video editing and visual storytelling, enhancing communication and stakeholder engagement. Certified in commercial lending, Six Sigma, and financial analytics.
Overview
13
13
years of professional experience
Work History
Account Service Representative
Caterpillar (China) Financial Leasing Co., Ltd
12.2014 - Current
- Led customer engagement and collection efforts across Guangxi, Jiangxi, Guizhou, Hebei, and Liaoning regions
- Conducted overdue and default analysis for retail and wholesale portfolios, applying regression and sensitivity models to support strategic decisions
- Optimized internal processes for collections, customer database management, and account reconciliation
- Collaborated with sales and documentation teams during peak seasons, mastering platforms like Oracle and Salesforce
- Participated in Six Sigma Continuous Improvement projects
- 多强调自己的多样性，充实这十年的经验，支持合同修改
- Linda发的邮件，数据分析
Purchase Specialist & Sales Representative
Great Wall Sheraton Hotel
07.2013 - 11.2014
- Managed banquet event sales and supplier relationships
- Created event orders and ensured seamless execution of weddings, meetings, and corporate functions
- Supported procurement operations and vendor coordination
Education
Bachelor of Hospitality Management -
Beijing International Studies University
07.2013
Skills
- Customer service excellence
- Stakeholder communication
- Credit analysis
- Overdue account management
- Data analytics
- Excel
- Power BI
- Process optimization
- Cross-functional collaboration
- Coordination
- Multitasking
- Professional video editing
- Visual content creation
Accomplishments
- CCFL Portfolio Excellence & Improvement Awards (2016, 2018)
- Chartered Financial Analyst Level 1 Candidate
- Certified in Moody’s Commercial Lending and Accounting for Credit Professionals
- Six Sigma Green Belt
- BEC Vantage
- JLPT N2
Personal Information
Date of Birth: 03/23/91
Timeline
Account Service Representative
Caterpillar (China) Financial Leasing Co., Ltd
12.2014 - Current
Purchase Specialist & Sales Representative
Great Wall Sheraton Hotel
07.2013 - 11.2014
Bachelor of Hospitality Management -
Beijing International Studies University