Teddy II Ng

Designed and delivered an onboarding program for underwriting technicians, building training materials and job aids that reduced time-to-productivity for new hires. Authored 3 standard operating procedures (SOPs) now adopted across the entire underwriting department.

Analyzed and managed data from brokers and dealers, maintaining and updating databases to ensure accurate tracking and reporting. Took on deeper ownership of deal management in monday.com and Pipedrive, creating and updating deals and keeping deal stages current.

Reviewed and analyzed client Revenue Statements and Joint Interest Billing (JIB) data to inform risk assessment and underwriting decisions. Adopted monday.com and Pipedrive as the team's deal-tracking tools, creating and updating deals as transactions moved through underwriting.

Analyzed and managed electronically stored information (ESI) across data collection, processing, review, and production. Used RelativityOne to ensure compliance, data integrity, and efficient legal discovery processes.

Researched prospective B2B client companies and decision-makers in ZoomInfo, using Apollo.io and Zoho CRM as secondary tools to cross-check contact details. Managed client and candidate records in the in-house CRM, built recurring reports, and guided aspiring Virtual Assistants through the recruitment process.

Identified prospects and decision-makers in ZoomInfo, verifying them against Apollo.io and Zoho CRM. Maintained contact and deal records in the in-house CRM, ran lead outreach and appointment setting, and managed team operations across MLS, Compass, Slack, and CRM systems.

Managed key accounts by overseeing clinic operations, coordinating supply and equipment procurement, and ensuring adequate clinic staffing. Resolved HR issues for medical staff to maintain high employee satisfaction.

Delivered end-to-end account management for key accounts and corporate clients, addressing all inquiries and ensuring seamless service. Led PO Processing and Quotations teams, driving team performance and delivering training to raise operational efficiency.

Processed client orders and inquiries, resolved issues promptly, and maintained high customer satisfaction. Monitored order quality and managed delivery and warranty processes to drive customer retention and operational excellence.

Researched restaurant and merchant accounts and decision-makers in ZoomInfo, using Apollo.io and Zoho CRM as secondary tools. Managed vendor account records in the in-house CRM, produced sales and analytics reports, and executed marketing campaigns.

Used SAP to review and settle daily delivery documents and generated daily audit reports to identify and resolve delivery errors and shortages.

Resolved customer inquiries and technical support issues, delivering solutions for billing and service concerns to achieve high customer satisfaction scores.

Pursued a Bachelor of Science in Business Administration major in Business Management at Far Eastern University from 2011 to 2015.