Lidia Phan
Livermore,CA
Summary
Motivated, accomplished, professional with extensive management, problem-solving and communication skills. Seeking a challenging position within a dynamic organization with room for long-term growth and personal and professional development. Detail-oriented Assistant Manager offers more than 5-year progressive record of accomplishment in leadership roles. Establishes clear guidelines and enforces consistent policies to keep staff satisfied and on-target to achieve important objectives. Excellent relationship-building, multitasking and decision-making skills.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Assistant Manager
S & H Construction Inc.
Fremont, CA
04.2023 - 05.2024
- Coordinated with architects, engineers and city officials to obtain necessary permits for various projects and scheduling inspections as required.
- Conducted weekly safety meetings with subcontractors and ensured compliance with OSHA regulations.
- Prepared and submitting daily field reports on labor hours, materials used and equipment operated for the duration of the project.
- Participated in Public Work pre-bid meeting and successfully submitting bids.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Universal Banker/Lead Teller
FREMONT BANK
Fremont, CA
08.2020 - 04.2023
- Consistently meet assigned sales and referral goal and nominated most in 2021 via Client Verbalisms.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Process outgoing wire transfers for personal and business accounts, both domestic and international.
- Perform IRA transactions using the appropriate forms and opening new IRA accounts.
- Made an onsite visitation to present Affinity Program to business clients and their employees.
- Made an offsite inspection for new business account.
- Performa variety of miscellaneous tasks, including loan payments, credit card payments, balancing the ATM, retrieving, posting night drop deposits, reconciliations and balancing of the Vault and Cash Recycler (TCRs).
Store Manager
DONUT HOUSE
Fremont, CA
01.2014 - 01.2019
- Managed sales, customer service, and cash handling while overseeing credit card transactions, bank deposits, and retail staff.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
- Responded promptly to customer inquiries regarding menu items or pricing information.
Sales Coordinator/Marketing Assistant
E-TEK DYNAMICS
San Jose, CA
01.1996 - 01.1998
- Provided account management and administrative support to multiple sales team members for all international customers in a high-volume and deadline-driven work environment
- Created new accounts in ERP system
- Processed new and updated existing orders
- Managed RMA and corresponding credit memo process
- Provided effective customer service including lead-time/pricing/tracking information
- Managed product part number creation based on customer specifications
- Collaborated cross-functionally with marketing, IT, payroll, and other departments
- Possess excellent organization and analytical skills
- Provide outstanding customer service, work well under pressure and be a team player.
- Assisting the marketing team and creating new product catalogs
Medical Administrative Assistant
CASHA RESOURCE HOME HEALTH CARE
Santa Clara, CA
01.1994 - 01.1996
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Transcribing doctors’ orders and treatment plans for accuracy and completeness.
- Assigned ICD-9 insurance codes for billing to corresponding medical diagnoses and treatments
- Managed procurement and inventory of office and medical supplies.
- Cooperated with Medicare, Medicaid and private insurance providers to resolve billing issues.
Data Entry Clerk
STANISLAUS COUNTY DEPT OF CHILD SUPPORT SERVICES
Modesto, CA
01.1993 - 01.1995
- Provided clerical assistance to a team of Child Support Officers.
- Updated client information in database and organized documents in filing system.
Education
Associate of Science - Medical Administration
Heald Business College
San Jose06-1995
Skills
- Customer service
- Cash handling
- Problem solving
- Compliance, banking laws and regulations
- Relationship building and management
- Strong communication skills
- Meeting facilitation
- Retail Operations Management
- Sales Strategies
- Microsoft Office and Excel
Education Certification
HEALD BUSINESS COLLEGE, San Jose, CA, A.S. Medical Administration, 1995
Certification
- Realtor DRE#02106924 License - 2021
Timeline
Assistant Manager
S & H Construction Inc.
04.2023 - 05.2024
Universal Banker/Lead Teller
FREMONT BANK
08.2020 - 04.2023
Store Manager
DONUT HOUSE
01.2014 - 01.2019
Sales Coordinator/Marketing Assistant
E-TEK DYNAMICS
01.1996 - 01.1998
Medical Administrative Assistant
CASHA RESOURCE HOME HEALTH CARE
01.1994 - 01.1996
Data Entry Clerk
STANISLAUS COUNTY DEPT OF CHILD SUPPORT SERVICES
01.1993 - 01.1995
Associate of Science - Medical Administration
Heald Business College
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