GRACE TRAN
Summary
Dynamic professional with extensive experience at Bank of America, excelling in transaction processing and customer service. Proven ability to build strong relationships and drive business growth through effective communication and critical thinking. Adept at managing operations and training teams to achieve outstanding results in fast-paced environments.
Overview
21
21
years of professional experience
Work History
Relationship Specialist II
VyStar Credit Union
Jacksonville
01.2022 - Current
- Handle personal and business account transactions
- Open personal and business accounts
- Process various types of loan applications
- Cross-sell and refer products and services
- Resolve member problems and process requests
- Grow consumer and business relationships through relationship building
- Perform Vault Teller duties
- Train, coach, and perform overrides to other employees
- Open and close the branch
Administrative Assistant
The Princess Martha
St. Petersburg
01.2019 - 01.2022
- Company Overview: Active Senior Living
- Answered the phone and responded to inquiries and requests
- Took work order requests and logged them
- Maintained and ordered office supplies
- Prepared and posted daily activities
- Patrolled the facility to keep the residents safe
- Responded to and handled medical emergencies and incidents
- Active Senior Living
Office Manager
Tran & Company
Pinellas Park
01.2018 - 01.2020
- Company Overview: Real Estate
- Processed and closed real estate transactions
- Prepared immigration applications and related services
- Supported in account receivables & payables, bookkeeping, and payroll for business clients
- Real Estate
Office Manager, Loan Processor
VNI Mortgage Inc.
Pinellas Park
01.2012 - 01.2018
- Company Overview: Real Estate & Mortgage
- Greeted and serviced walk-in clients
- Translated for clients and other employees
- Maintained and ordered office supplies
- Accepted rental payments and made bank deposits
- Assisted with account receivables & payables, bookkeeping, and rental properties
- Mitigated and closed loan modifications, short sales, and straight sales & purchases
- Real Estate & Mortgage
Assistant Manager
Royal Palms Nail Spa
St. Petersburg
01.2009 - 01.2012
- Opened and closed store
- Managed all client appointments and scheduling of employees
- Supervised and assisted nail technicians
- Greeted customers and placed them with the technicians
- Ordered supplies and maintained inventories
Assistant Branch Manager
Bank of America
St. Petersburg
01.2006 - 01.2009
- Managed and oversaw daily operations of the branch
- Coordinated monthly staff meetings and trained employees on compliance courses
- Prepared monthly staff scheduling using given forecasts
- Maintained and monitored proper documentations as required by government regulations
- Motivated and coached employees to meet and exceed their branch goals and the deliverance of excellent customer service
- Examined, evaluated, processed, and closed residential mortgages & consumer loans
Franchise Restaurant Owner
Beef O' Brady's
St. Petersburg
01.2005 - 01.2007
- Interviewed, hired, and trained new employees
- Handled public relations, promotions, and marketing
- Assisted with employee payroll, deposits, book-keeping, monthly sales & corporate tax
Education
Corporate Leadership Training -
01.2006
Bachelor of Science - Business Management
Penn State University
01.1995
Skills
- Transaction processing
- Listening and communication skills
- Microsoft Office proficiency
- Internet proficiency
- Customer service and support
- Multitasking and critical thinking
- Decision-making
Knowledge Skills Abilities
- Ability to process accurate transactions and requests
- Excellent listening skills, verbal, and written communication skills
- Proficient in the use of Internet and Microsoft Office
- Outgoing personality and a strong desire to help people
- Ability to handle many tasks in a fast-paced environment
- Strong critical thinking and decision-making abilities
Timeline
Relationship Specialist II
VyStar Credit Union
01.2022 - Current
Administrative Assistant
The Princess Martha
01.2019 - 01.2022
Office Manager
Tran & Company
01.2018 - 01.2020
Office Manager, Loan Processor
VNI Mortgage Inc.
01.2012 - 01.2018
Assistant Manager
Royal Palms Nail Spa
01.2009 - 01.2012
Assistant Branch Manager
Bank of America
01.2006 - 01.2009
Franchise Restaurant Owner
Beef O' Brady's
01.2005 - 01.2007
Corporate Leadership Training -
Bachelor of Science - Business Management
Penn State University
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