Kimberly Huynh

Mortgage Specialist

Consultant

Mortgage Specialist Assistant

Owner, Web Consultant

Banking Advisor

I acquired a mutual funds license, and then used various soft skills (calling clients, providing advice) while honing my understanding of the financial sector.

Insurance Advisor

I acquired insurance licensing and wrote several kinds of insurance for clients. I got to use various soft skills in this position (phone calls, providing advice), as well as flex my organization skills (helping run a small office as there were only four of us!)

Client Care Associate

Junior Web Developer

Cashier / Stock Room

Energy Consultant

Cycle Counter

Floor Clerk

Designed CRM with Microsoft Suite

I designed and executed a start to finish file tracking system using only Microsoft Suite for our team to use tracking outstanding to-dos, client touchpoints and file details for each of our clients.

Created Fillable Application Form

I redesigned our credit application form to be less overwhelming for clients, and made it fillable for their convenience - it underwent several revisions as we used it and found what worked and what didn't.

Created Mobile Home Details Page

I designed and created a single-sided page that allowed us to consistently collect all of the required details to quote and service mobile home insurance policies.

Created Inventory Management Guide

This was an 11-page document, consisting of comprehensive instructions to manage ICBC inventory at my local office.