Kimberly Huynh

Mortgage Specialist

Mortgage Specialist Assistant

Consultant

I provided a year of support to the new owners of my web services business.

Owner, Web Consultant

I provided website construction, editing, and recovery services until I sold my business in 2021 to focus more on my primary career.

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

Resource Library Reconstruction

We unfortunately lost our team's localized central resource database at the beginning of January, which disrupted our day to day workflows; I have worked since to reconstruct & populate the required resources for our day to day operations back into a centralized storage area to resume efficient operations.

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 step-by-step instructions to manage ICBC inventory at my local office.