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I am a results-driven professional with cross-functional experience in finance, corporate/business administration, credit control, customer success, debt recovery, and digital operations across both public and private sectors. I am skilled at managing complex financial workflows, building stakeholder trust, and leveraging data systems such as Salesforce CRM, SAP ERP, and Microsoft Excel/OneNote to optimize reporting accuracy, compliance, and client satisfaction. I combine hands-on operational discipline with strategic thinking gained from managing a personal multi-asset investment portfolio, driving market insight and financial literacy. I am consistently recognized for firm and clear communication, attention to detail, and the ability to deliver process improvements in fast-paced, high-volume environments.…I am a results-driven professional with cross-functional experience in finance, corporate/business administration, credit control, customer success, debt recovery, and digital operations across both public and private sectors. I am skilled at managing complex financial workflows, building stakeholder trust, and leveraging data systems such as Salesforce CRM, SAP ERP, and Microsoft Excel/OneNote to optimize reporting accuracy, compliance, and client satisfaction. I combine hands-on operational discipline with strategic thinking gained from managing a personal multi-asset investment portfolio, driving market insight and financial literacy. I am consistently recognized for firm and clear communication, attention to detail, and the ability to deliver process improvements in fast-paced, high-volume environments.

Kevin Dean Lu

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I am a results-driven professional with cross-functional experience in finance, corporate/business administration, credit control, customer success, debt recovery, and digital operations across both public and private sectors. I am skilled at managing complex financial workflows, building stakeholder trust, and leveraging data systems such as Salesforce CRM, SAP ERP, and Microsoft Excel/OneNote to optimize reporting accuracy, compliance, and client satisfaction. I combine hands-on operational discipline with strategic thinking gained from managing a personal multi-asset investment portfolio, driving market insight and financial literacy. I am consistently recognized for firm and clear communication, attention to detail, and the ability to deliver process improvements in fast-paced, high-volume environments.…I am a results-driven professional with cross-functional experience in finance, corporate/business administration, credit control, customer success, debt recovery, and digital operations across both public and private sectors. I am skilled at managing complex financial workflows, building stakeholder trust, and leveraging data systems such as Salesforce CRM, SAP ERP, and Microsoft Excel/OneNote to optimize reporting accuracy, compliance, and client satisfaction. I combine hands-on operational discipline with strategic thinking gained from managing a personal multi-asset investment portfolio, driving market insight and financial literacy. I am consistently recognized for firm and clear communication, attention to detail, and the ability to deliver process improvements in fast-paced, high-volume environments.

Available to hire

I am a results-driven professional with cross-functional experience in finance, corporate/business administration, credit control, customer success, debt recovery, and digital operations across both public and private sectors. I am skilled at managing complex financial workflows, building stakeholder trust, and leveraging data systems such as Salesforce CRM, SAP ERP, and Microsoft Excel/OneNote to optimize reporting accuracy, compliance, and client satisfaction.

I combine hands-on operational discipline with strategic thinking gained from managing a personal multi-asset investment portfolio, driving market insight and financial literacy. I am consistently recognized for firm and clear communication, attention to detail, and the ability to deliver process improvements in fast-paced, high-volume environments.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Language

English

Fluent

Work Experience

AI Data Annotation Specialist at Outlier AI (Freelancer)

December 1, 2025 - Present

Evaluate and annotate large language model outputs to improve response accuracy, coherence, and safety. Create prompts, rank responses, and provide structured feedback for AI training datasets, supporting RLHF workflows with high accuracy and productivity.

Credit Control Team Member – Non-Rates at Auckland Council

December 1, 2025 - Present

Manage accounts receivable and credit control activities, review aged trial balance and general ledger reports to identify overdue and high-risk accounts; investigate open items in SAP (GUI) to analyze invoices, credit notes, and payment histories; reconcile remittances and resolve discrepancies; liaise with customers to resolve disputes and negotiate payment arrangements; support cash flow optimization and accurate financial reporting.

Credit Control Recovery Coordinator at Auckland Council

May 1, 2025 - December 1, 2025

End-to-end credit control, processing credit applications, onboarding new accounts, and reconciling high-value ledgers in SAP GUI & Excel; produce monthly financial statement reports and dashboards showing outstanding debts, credits, and refunds; collaborate to streamline workflows and drive data-driven improvements; act as primary liaison to stakeholders with clear communication.

Regulatory Support Officer (Financial & Debt Management Project) at Auckland Council

November 1, 2024 - May 1, 2025

Conduct variance analysis and reconciliations, maintain alignment between sub-ledgers and general ledger; support audit/governance activities (AML/KYC) when unallocated funds are identified; process refunds for overpaid/double-paid building consents in compliance with AML/KYC policies.

Regulatory Support Officer at Auckland Council

August 1, 2023 - November 1, 2024

Deliver high-volume administrative and operational support, manage sensitive documentation, and ensure timely processing of building consents, CCC, certificate of public use, BWOF, and audit progression; support service delivery across multiple units and build strong internal stakeholder relationships.

Frontline Banker at BNZ Bank

August 1, 2022 - April 1, 2023

Manage client relationships, record interactions, and monitor product pipelines via Salesforce CRM; provide onboarding support for retail and business clients; offer proactive financial information to clients for referrals to investment teams, driving customer retention in a KPI-driven environment.

Contact Centre Agent at ASB Bank

August 1, 2021 - August 1, 2022

Operate within Salesforce CRM to manage customer accounts, service tickets, and escalations across phone, chat, and email channels; consistently achieve top performance metrics for first-contact resolution, client satisfaction, and referrals to Kiwisaver.

Sales Associate at Noel Leeming

April 1, 2019 - August 1, 2021

Ranked Top 3 in the Auckland region for sales closed; manage end-to-end customer experience from inquiry to after-sales support; build deep product knowledge and CRM data entry skills to boost retention.

AI Data Annotation Specialist at Outlier AI

December 1, 2025 - Present

Evaluate and annotate large language model outputs to improve response accuracy, creativity, coherence, and safety. Perform prompt creation, response ranking, and structured feedback for AI training datasets, applying detailed project guidelines to ensure high-quality, consistent annotations and contributing to RLHF workflows to enhance generative AI systems. Maintain high accuracy while meeting productivity benchmarks.