Baoying Guan

• Reviewed financial information to identify areas of improvement for different types of expenses.
• Prepared invoices, checks and account statements for payment and data entry.
• Modified, opened and closed customer accounts.
• Completed thorough and accurate documentation for deposits, expenses or withdrawals.
• Organized database by entering and verifying information.
• Collaborated with team members, interdepartmental personnel and customers.
• Worked with general ledger accounts and performed reconcilement of banking activities.
• Checked and reconciled accounts payable and receivable, maintained balance sheet accounts and prepared wires and transfers for monthly distributions and mortgage payments.
• Maintained accurate accounts for cash, fixed assets and other transactions.

• Designed custom cabinets by planning layouts, materials and installing finished pieces.
• Conveyed customer needs and preferences to design and production departments.
• Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
• Contacted new and existing customers to outline benefits of products.
• Monitored customer order process and addressed customer issues.
• Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
• Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
• Maximized and maintained client satisfaction in all aspects of credit management.

* Maintained daily calendars, set appointments with clients and planned daily office events.

• Handled payment processing and provided customers with receipts and proper bills and change.
• Answered office phone and emails to schedule appointments, answer questions, and document information.
• Answered phone calls, provided information to callers and connected callers to appropriate people.
• Gathered competitor data, analyzing pricing, product sales and marketing strategies.