JIAYU SUN
Irvine,CA
Summary
Experienced professional with a comprehensive background in both Accountant Assistant and Loan Processing roles, offering a unique blend of financial expertise and meticulous attention to detail. Proficient in financial data management, Excel, and QuickBooks, with a track record of maintaining accurate records and generating insightful reports. Adept at supporting budget management, tax preparation, and expense tracking. Accomplished in loan processing, ensuring efficient application management, compliance, and client communication. Strong communicator and collaborator, known for driving cross-functional teamwork and contributing to streamlined operations. Eager to leverage these combined skills to enhance financial processes and support strategic decision-making.
Overview
8
8
years of professional experience
Work History
Accountant Assist
Profile Tax and Financial Solutions
09.2022 - Current
- Accurately entered and managed financial data into accounting software, ensuring the integrity of records and enabling the generation of accurate reports.
- Utilized advanced Excel functions to organize and analyze financial data, creating comprehensive spreadsheets that improved data visualization and decision-making processes.
- Assisted in the processing of invoices, verifying details for accuracy and completeness before submitting them for approval and payment.
- Played a key role in tracking and categorizing expenses, contributing to the creation of comprehensive expense reports and aiding in budget analysis.
- Conducted regular bank reconciliations, identifying discrepancies and resolving issues to ensure accurate account balances and financial transparency.
- Collaborated with the accounting team to gather necessary documentation and data for tax preparation, contributing to the timely and accurate completion of tax filings.
- Compiled financial data and prepared reports for management, providing insights into financial trends, expenditures, and areas for potential cost savings.
- Organized and maintained digital and physical financial documents, facilitating easy access and retrieval for audit purposes and historical analysis.
Loan Processor
Super Rate Inc.
Irvine, CA
05.2018 - 08.2022
- Successfully processed and managed a high volume of loan applications on a daily basis, ensuring accuracy and compliance with company and industry standards.
- Thoroughly reviewed and verified loan application documents, including income statements, credit reports, and property information, to ensure completeness and accuracy.
- Maintained regular communication with clients, borrowers, and lending partners, providing timely updates on loan application status and addressing any inquiries or concerns promptly.
- Demonstrated a strong understanding of regulatory guidelines and lending policies, consistently ensuring all loan applications were processed in compliance with federal and state regulations.
- Analyzed and evaluated financial and credit information of applicants to determine their eligibility for various loan products, effectively matching clients with suitable loan options.
- Accurately entered and maintained loan application data in the company's software systems, ensuring data integrity and a seamless workflow.
- Worked closely with loan officers, underwriters, and other team members to streamline the loan processing timeline, leading to improved efficiency and reduced processing times.
- Managed a demanding workload by prioritizing tasks effectively, meeting deadlines consistently, and maintaining a high level of organization in a fast-paced environment.
Education
Bachelor - Accountancy
California State University
Fullerton, CASkills
- 4 Years of Loan Processing Experience
- Documentation Expertise
- Compliance Management
- Communication Skills
- Detail-Oriented
- Time Management
- Loan Origination
- Data Accuracy
- Tax Return Review
- Industry Knowledge
- Workflow Optimization
- Team Collaboration
LANGUAGES
Chinese (Mandarin), Native/ Bilingual
Timeline
Accountant Assist
Profile Tax and Financial Solutions
09.2022 - Current
Loan Processor
Super Rate Inc.
05.2018 - 08.2022
Bachelor - Accountancy
California State University