San Francisco, CA, 94122 Home no: 415-661-6873 Cellular no: 415-613-8375 E-MAIL: nyf9e180@westpost.net Professional Experience Bank of America San Francisco, CA 4/02-Current Executive Assistant **Provide the clerical / administrative support for a mortgage executive in the mortgage department **Serve as a liaison for the loan center, the title company and the customer **Manage a heavy calendar to schedule and plan for meetings, conference calls an d appointments for builders, realtors, business partners and customers **Assist in coordinate mortgage projects which require documents scanning photo copying, editing and revising documents **Prioritize large volume of loan files with a high degree of precision and atte ntion to detail in a deadline-driven environment **Review loan documentation to ensure completeness and compliance with regulator y requirements and order the credit reports. **Organize, maintain and update the electronic database for customers through Ac cess and Salesforce ** Serve as back up support for other administrative duties in the office ** Handle heavy volume of phone calls for customer inquiries **Prepare PowerPoint presentation for homebuyer workshops **Maintain up-to-date expense reporting **Notarize the loan documents at the borrower?s signing Teller **Balanced daily teller work according to established policies and guidelines
Charles Schwab San Francisco, CA 10/00-10/01
Mutual Fund Operation Specialist I (Temp-to-permanent position) **Worked as a clearing specialist to make dividend distributions to clearing cor respondents on the clearing sub accounting system, reconcile dividend payments, trouble shooting dividend payment issues
Providian Financial Company San Francisco, CA 10/98-2/00
Research & Reconciliation Associate **Researched customer credit card accounts and credit bureaus disputes **Used considerable judgment in making necessary adjustments on accounts Account Maintenance Associate **Filed and sorted incoming documents for retrieving the written, phone and requests via microfiche Education City College of San Francisco San Francisco, CA 2/04 **California Real Estate Certificate (in process) GPA: 4.00 San Francisco State University San Francisco, CA 1/95-8/98 **Bachelor of Science degree in hospitality management GPA: 3.50 **Graduation with Cum Laude Honor License **Notary Public (Commission# 1670228) Award Received ** The national dean list ** The member in golden key national honor society Activities ** is a fellowship coordinator for the career fellowship in Cumberland Chinese P resbyterian Church ** was the vice president in Chinese Language club **was the secretary in thanksgiving fellowship in Canaan church ** was the active member in Hospitality Management Association Qualifications **Effective communicator; Fast-learner; Detail-oriented ability and follow up; P roblem Solver; Detail-oriented ability with ?can do? attitude Skills **Microsoft Word, Excel, Outlook, PowerPoint, Adobe and salesforce **Expertise in Internet Research **Speak fluently in English, Cantonese and Mandarin