Lily Tran has been a Vp, Ccar Pm at Cnb since 2017. Additionally, Lily Tran has professional experience at more than ten companies in the relevant field. Lily has a total work experience of 29+ years. Lily Tran studied at the University of North Carolina at Charlotte from 2018 to 2018. This person received the following certifications: Project Management, Lean Sigma - White Belt, and Lean Six Sigma - Green Belt. Lily Tran is skilled in two languages: Mandarin and English. Santa Ana, California is the place where Lily presently lives. You can find Lily Tran's actual contacts through SoftwareOfficial search.
Name variants:
Lilly Tran,
Lili Tran,
Lilli Tran,
Lil Tran,
Lillie Tran
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 3, 2022
Email
li**@wellsfargo.com, la**@gmail.com
Location
Santa Ana, CA
Company
Workplace
Colleagues
Work History
Loan Documentation Specialist
420 Montgomery St, San Francisco, CA 94129
Loan Document Specialist 2
May 1, 2013 — May 2018
Vice President, Project Manager - Commercial Banking Strategy and Administration
Sep 2010 — Jan 2016
Assistant Vice President, Senior Project Specialist - Wealth Management Strategy and Development
420 Montgomery St, San Francisco, CA 94129
Jul 2006 — Jul 2010
Investment Client Service Representative Iii
1 north Jefferson Ave St, Louis, MO
Counsel customers on their Command Asset Program (CAP), IRA and brokerage accounts
Educating clients about the different products and services that best meet their needs
Provide problem r...
Sep 2004 — May 2013
Collection Representative
388 Greenwich St, New York, NY 10013
Performed collection activities in accordance with corporate policies and objectives
Handled inbound/outbound calls from customers and provide problem resolution
Assured that effective co...
May 2004 — Aug 2004
Brokerage Intern
Saint Louis, MO
Advised customers about on-line trading
Interpreted companies’ stock quotes over the phone
Assisted clients with technical difficulties
Opened ten accounts a day by following company's c...
Dec 2002 — Jan 2004
Credit Investigator
Communicated with the customer's bank representative about credit history
Communicated effectively with customers and 6 credit officers regarding credit files
Researched and entered custo...
Feb 2002 — Aug 2002
Assistant Vice President, Assistant Customer Service Manager - Pacific Rim Division
180 Montgomery St, San Francisco, CA 94129
Oversee branch operations; develop and managed 13 employees
Served as a primary Operations Officer and maintain proficiency in operating policies and procedures
Maintain proficiency in ne...
Jan 2000 — Jun 2003
Underwriter
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
Education
2018 — 2018
1999 — 2003
1999 — 2003
1999 — 2003
Occupations
Insurance Agent
Underwriter
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Outlook
Customer Relations
Powerpoint
Excel
Leadership Development
Financial Reporting
Community Outreach
Microsoft Excel
Customer Service
Credit
Team Building
Public Speaking
Analysis
Financial Services
Process Improvement
Microsoft Office
Banking
Leadership
Project Management
Strategy
Strategic Communications
Business Process Improvement
Employee Engagement
Sales Support Tools
Sales Tools Development
It Management
Mergers and Acquisitions
Bank Mergers
White Belt
Green Belt
Risk Management
Vendor Management
Commercial Banking
Training
FAQs about Lily Tran
What's the main profession of Lily Tran?
Lily is a Vp, Ccar Pm.
What jobs is Lily a professional at?
The expert is proficient at such jobs as Insurance Agent and Underwriter.
Where is Lily Tran located?
Lily Tran is currently located in Santa Ana, California.
What is Lily's email?
Lily's email is li**@wellsfargo.com and la**@gmail.com.
Where did Lily Tran work?
Lily Tran worked at Cnb, Wells Fargo.
What education does Lily Tran have?
Lily studied at the University of North Carolina at Charlotte from 2018 to 2018.
What are the certifications of Lily Tran?
Lily received the following certifications: Project Management, Lean Sigma - White Belt, and Lean Six Sigma - Green Belt.
What languages does Lily Tran speak?
Lily Tran speaks Mandarin and English.