Brianna Yan
Santa Clara,CA
Summary
Strategic and effective communicator with over 10 years of hands-on experience in property management, financial planning, and customer service. Detail-oriented and highly organized, skilled in managing rental properties, tenant relations, and financial reporting. Fluent in English, Cantonese, and Mandarin, with a strong ability to build and maintain client relationships.
Overview
11
11
years of professional experience
Work History
Property Management
Personal and Volunteer Experience
Santa Clara
12.2013 - Current
- Rental Property Management: Managed personal and a friend's rental properties, including advertising vacancies, screening tenants, and coordinating lease agreements.
- Tenant Relations: Maintained positive relationships with tenants, handled monthly rent collection, and addressed tenant inquiries and concerns.
- Maintenance Coordination: Arranged for property maintenance, repairs, and cleaning services, ensuring properties were well-maintained and compliant with local regulations.
- Financial Responsibilities: Managed property-related finances, including budgeting, expense tracking, and financial reporting.
Jr Account Associate &Customer Support Coordinator
Anbio Biotechnology USA
Santa Clara, CA
11.2022 - 06.2024
- Client Relationship Management: Developed and maintained strong client relationships through proactive outreach and face-to-face meetings, contributing to increased client satisfaction and retention.
- International Sales Coordination: Managed sales quotations for clients in Africa and China, ensuring timely and accurate responses, and maintaining detailed transaction records.
- Operational Support: Provided comprehensive administrative support, including organizing meetings, managing calendars, and coordinating communications with clients and partners.
- Financial Oversight: Assisted in financial reporting and analysis, including tracking sales performance and managing client accounts.
JR. Loan Processor
TransGlobal/Transpacific Financial Inc
Cupertino, CA
10.2020 - 10.2022
- Financial Document Management: Processed and reviewed loan applications, ensuring accuracy and compliance with underwriting requirements.
- Customer Service: Responded to loan inquiries via phone and in-person, providing exceptional service and clear communication to clients.
- Pipeline Management: Maintained a timely and compliant loan pipeline, collaborating with team members to meet project deadlines and deliver solutions.
Sale Support
TransGlobal/Transpacific Financial Inc
Monrovia, CA
02.2019 - 12.2020
- Financial Planning and Analysis: Created tailored financial plans for affluent clients, analyzing their needs and providing strategic recommendations.
- Event Coordination: Organized and oversaw sales events, engaging potential clients and promoting financial planning services.
- Training and Development: Trained agents and facilitated client interactions, enhancing team effectiveness and client satisfaction.
Education
Master of Science - Computer Science
Northeastern University
San Jose12-2026
Bachelor of Arts - Communications
University of California, San Diego
San Diego, CA06-2017
Skills
- Trilingual in English, Cantonese & Mandarin
- Property Management & Tenant Relations
- Financial Analysis & Reporting
- Customer Relationship Management
- Onsite Tour Management
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Administrative Support and Organizational Skills
- Social Media Marketing Strategy
- Real Estate Salesperson License In Progress
- Notary Public and Life Agent Licenses
- CPR Certification
Timeline
Jr Account Associate &Customer Support Coordinator
Anbio Biotechnology USA
11.2022 - 06.2024
JR. Loan Processor
TransGlobal/Transpacific Financial Inc
10.2020 - 10.2022
Sale Support
TransGlobal/Transpacific Financial Inc
02.2019 - 12.2020
Property Management
Personal and Volunteer Experience
12.2013 - Current
Master of Science - Computer Science
Northeastern University
Bachelor of Arts - Communications
University of California, San Diego
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