Allie Situ
Flushing
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
12
12
years of professional experience
Work History
Post Closer
Summit Mortgage Bankers Inc.
09.2024 - Current
- Checked accuracy and completeness of all paperwork.
- Conducted thorough reviews of closed loan files for accuracy and completeness.
- Improved workflow efficiency by implementing an organized filing system for closed loans.
- Set up, stored and updated customer files, department records and regulatory paperwork.
Shipping Associate
FU-DA INTERNATIONAL TRADING LTD
05.2015 - 04.2024
- Coordinate the functions of all shipping related activities
- Maintains inventory records by adding or deleting supplies as they are shipped or received; operates a personal computer to access, enter, and correct information; answers phones and provides information using customer service skills
- Received incoming shipments and verified contents against packing slips
- Updated tracking information in system once shipments were dispatched
- Used computers to generate shipping labels and update inventory
Personal Banker Officer
ABACUS FEDERAL SAVING BANK
08.2013 - 03.2015
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Assisted customers seeking to open new accounts or rent safety deposit boxes
- Compiled accurate information for new accounts by completing forms and interviewing customers
- Compiled information about new accounts, entered account information into computers and filed related forms or other documents
Teller
ABACUS FEDERAL SAVING BANK
02.2013 - 08.2013
- Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts
- Provided excellent customer service by greeting customers warmly upon arrival
- Prepared official checks, money orders and certified checks
- Processed customer transactions, including deposits, withdrawals, and check cashing
Education
Accounting
Berkeley College
New York, NYAccounting
Hunter College
Skills
- Loan document review
- Customer service and assistance
- Teamwork orientation
- Multitasking Abilities
- Self motivation
- Data entry proficiency
- Native chinese proficiency
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Post Closer
Summit Mortgage Bankers Inc.
09.2024 - Current
Shipping Associate
FU-DA INTERNATIONAL TRADING LTD
05.2015 - 04.2024
Personal Banker Officer
ABACUS FEDERAL SAVING BANK
08.2013 - 03.2015
Teller
ABACUS FEDERAL SAVING BANK
02.2013 - 08.2013
Accounting
Hunter College
Accounting
Berkeley College
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