We found the following information about Lori Wai at Plae (Www.goplae.com), where this expert has worked as a Sales Operations Coordinator, Wholesale since 2018. Lori's total work experience is over five years, during which time Lori had at least six jobs at different places to develop skills. Lori Wai studied at the Cal State East Bay - College of Business & Economics from 2012 to 2016. This professional is skilled in three languages: English, Mandarin, and Cantonese. Lori can be found in Alameda, California – where this professional is currently located. You can find this professional's current phone number and email through our search.
Name variants:
Lora Wai,
Lorena Wai,
Loretta Wai,
Lorinda Wai,
Lorraine Wai
Last updated Jun 04, 2024
Contact Information
Workplace
Colleagues
Work History
Sales Operations Coordinator, Wholesale
220 Montgomery St, San Francisco, CA 94129
Prepare, analyze, and deliver own cadence of CRM reports to the sales team to facilitate achievement of team sales goals to support Sales Manager
Maintain, and manage seasonal sales docume...
Apr 2018 — Oct 2018
Sales Operations, Sales Quotas and Territories
100 Shoreline Hwy, Mill Valley, CA 94941
from Oct 2018
Personal Banker
388 Greenwich St, New York, NY 10013
Provided Tellers with coaching and guidance to address client needs with products and special programs
Processed Home Equity Line of Credit Applications for clients and gathered required d...
Aug 2016 — Mar 2018
Relationship Manager
100 north Tryon St, Charlotte, NC 28202
Gathered Home Equity Line of Credit and Home Lending required documents for Loan Officers to process applications
Conducted meetings with Relationship Bankers and Client Service Representa...
Aug 2015 — Aug 2016
Bank Teller
388 Greenwich St, New York, NY 10013
Demonstrated strict banking policies and procedures to ensure integrity of our financial transactions and daily balancing
Developed rapport with clients on a more personal level and greete...
Jan 1, 2014 — Oct 13, 2015
Bank Teller
2201 Broadway SUITE 404, Oakland, CA 94612
Organized branch meetings and appointments for Personal Bankers to meet with clients for financial planning
Managed daily branch reports, client leads, incoming email, phone calls and faxe...
Jan 2013 — Aug 2014
Education
upto
Occupations
Operations Coordinator
Executive
Sales Manager
Sales Director
Marketer
Marketing Administrator
Partner
Director
Operations Officer
Operations Manager
Marketing Manager
Chief Executive
Skills
Customer Service
Microsoft Office
Sales
Microsoft Word
Microsoft Excel
Teamwork
Critical Thinking
Retail Banking
Banking
Multitasking
Loans
Research
Microsoft Powerpoint
Credit
Leadership
Public Speaking
Team Management
Creative
Netsuite
Sales Operations
Management
Sales Management
Technology
Data Analysis
Magento
Excel Pivot
Marketing
Email Marketing
Social Media Marketing
Salesforce.com
Aviso
Customer Relationship Management
Quotas
Account Management
Territory Management
FAQs about Lori Wai
What is the main profession of Lori Wai?
This professional's job is Sales Operations, Sales Quotas and Territories
What jobs is Lori Wai a professional at?
Lori is proficient at such jobs as Operations Coordinator.
Where is Lori Wai currently located?
Lori Wai is located in Alameda, California.
Where did Lori Wai work?
The expert worked at Plae (Www.goplae.com), Glassdoor.
What education does Lori Wai have?
Lori studied at the Cal State East Bay - College of Business & Economics from 2012 to 2016.
What languages does Lori Wai speak?
Lori Wai speaks English, Mandarin, and Cantonese.
What is professional industry that Lori Wai worked in?
Lori works in Staffing And Recruiting industry.
What are professional skills of Lori Wai?
Lori has skills in the following areas: Customer Service, Microsoft Office, Sales, Microsoft Word, Microsoft Excel, Teamwork, Critical Thinking, Retail Banking, Banking, Multitasking, Loans, and Research.