PETRA B CHONG
SAN JOSE,CA
Summary
Dynamic and goal-driven Finance Manager with 4+ years of experience optimizing financial operations and enhancing budget efficiency. Bilingual and skilled in multitasking, customer service, and Microsoft online platforms, with a proven track record of boosting liquidity and operational efficiency. Looking for an opportunity to apply my finance management, remote skills and grow professionally.
Spearheaded high-volume sales across multiple units with proactive and ambitious approaches. Natural leader with relationship- and team-building expertise devoted to developing staff members, acquiring new customers and closing valuable sales deals. Bringing 6+ years of accomplishment in managing financial sales.
Overview
11
11
years of professional experience
Work History
Area Sales Manager
Western Funding
02.2025 - Current
- Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
- Established strong relationships with major accounts and key decision-makers to increase sales in designated territory.
- Built lasting relationships with clients through outstanding customer service interactions.
- Collaborated with clients and distributors to create and promote new products.
- Accompanied sales reps in field for ride-alongs to teach, observe and work one-on-one.
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Applied effective time management techniques to meet tight deadlines.
- Gained extensive knowledge in data entry, analysis and reporting.
- Identified issues, analyzed information and provided solutions to problems.
- Skilled at working independently and collaboratively in a team environment.
- Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.
- Managed time efficiently in order to complete all tasks within deadlines.
- Led sales region to increase sales and boost team morale.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Utilized data visualization tools to effectively communicate business insights.
- Used statistical methods to analyze data and generate useful business reports.
- Updated and developed scripts and queries to extract and analyze data from multiple sources.
- Designed and developed data pipelines to acquire, clean and process data.
- Developed data mining algorithms to identify and classify patterns in data.
- Originated and cultivated strong relationships with prospective clients by strategizing aggressive outbound calling campaigns.
- Leveraged CRM database to manage customer data, log calls and other activities and generate reporting to deliver actionable insights and develop sales pipeline.
- Attended networking events, trade shows and conventions to enhance industry knowledge and solicit potential prospects.
- Recorded contact information of customers and potential customers in internal database.
- Delivered scripted sales pitch to potential customers, adjusting pitch to meet needs of specific individuals and businesses.
Dealer Finance Manager
Cosmo Auto Group
05.2022 - 03.2024
- Scanned documents and saved in database to keep records of essential organizational information.
- Verified accuracy of data entered into system to produce error-free reports.
- Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.
- Maintained files, records, and chronologies of entry activities.
- Completed data entry tasks with accuracy and efficiency.
- Analyzed financial data, providing actionable insights for strategic decisions.
- Spearheaded cross-functional projects, fostering team synergy to enhance financial strategy and performance.
- Oversee responsibility for the management of multiple technical initiatives, while establishing and maintaining general quality assurance and optimum process flow, therefore improving overall company growth.
- Monitor every vehicle sale progress while resolving issues on time on 95% of the cases.
- Led efforts to optimize financial software, significantly reducing processing time and increasing data reliability.
- Assisted with pricing questions, inventory availability and changes to existing order and shipping information.
- Kept accurate records to document customer service actions and discussions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Took ownership of customer issues and followed problems through to resolution.
DMV Clerk
M & M Vehicles Registration
03.2021 - 02.2022
- Processed vehicle registrations and titles, ensuring accuracy and compliance with DMV regulations.
- Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances.
- Performed routine data entry or document management.
- Worked closely with applicants to determine eligibility and verify accuracy and integrity of application data.
- Calculated and remitted state sales tax, service, and other charges.
- Resolved customer issues efficiently, enhancing overall satisfaction and service quality.
- Maintained detailed records, contributing to streamlined operations and reduced processing times.
- Maintained meticulous records of vehicle registrations, identifying and resolving discrepancies to uphold data integrity and streamline administrative processes.
- Provided exceptional customer service by assisting clients with registration procedures, addressing inquiries, and resolving issues to enhance overall customer satisfaction.
- Analyzed registration data to identify trends and improve operational efficiencies, contributing to better resource allocation and service delivery.
- Worked closely with team members to manage high volumes of registration requests, fostering a cooperative environment to achieve departmental goals.
- Communicated with customers to resolve common title issues.
Dealer Finance Manager
Bay Area Car Sales
08.2018 - 03.2021
- Resolved client inquiries, enhancing customer relationships and satisfaction.
- Oversaw social media presence and aligned posts to include branding and trending ideas.
- Researched latest market trends and analyzed data to develop public relations strategies and tactics.
- Boosted return customer base by managing revenue models and engagement strategies.
- Reviewed and recommended loan approvals, ensuring timely and accurate submissions.
- Funded 40 initiatives monthly through strong partnerships and efficient fund transfers.
- Maintained accurate stock records by tracking and updating inventory using management software.
- Facilitated seamless loan processing, ensuring timely approvals and enhancing customer satisfaction.
- Streamlined inventory management, maintaining accurate stock records and improving operational efficiency.
- Developed and executed strategies that boosted return customer base and optimized revenue models.
- Built strong partnerships, funding 40 initiatives monthly and ensuring efficient fund transfers.
- Addressed client inquiries promptly, strengthening customer relationships and satisfaction levels.
- Analyzed financial data to identify trends, optimizing loan approval processes and increasing efficiency.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Completed business correspondence, transcription, and data entry.
- Conferred with customers by telephone, chat or email to provide information.
- Uploaded files for team use on Google Suite and SharePoint.
Phone Associate
Metro PCS
01.2018 - 08.2018
- Responsible for all assistant and clerical duties.
- I was responsible for giving information to callers, greeting office visitors and maintaining over 150 customer files.
- I wrote various correspondents to clients, vendors and other businesses.
- I scheduled appointments, answered simple questions about clients businesses, using reference files and perform other office duties as assigned.
- Recommended complementary purchases to customers, increasing revenue.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
- Performed cash, card, and check transactions to complete customer purchases.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked effectively in fast-paced environments.
- Excellent communication skills, both verbal and written.
Cashier
Taco Bell
07.2017 - 11.2017
- Processed customer orders efficiently, reducing wait times and enhancing customer satisfaction.
- Handled cash transactions accurately, minimizing discrepancies and ensuring balanced registers.
- Maintained a clean and organized work environment, contributing to a positive dining experience.
- Collaborated with team members to meet peak-hour demands, ensuring smooth operations.
- Resolved customer complaints promptly, improving overall service quality and customer retention.
- Delivered excellent customer service, ensuring satisfaction and repeat business by efficiently handling transactions and resolving issues promptly.
- Streamlined cashier processes to reduce wait times, enhancing customer experience and operational efficiency.
Cashier
Discount Cigarettes
03.2016 - 04.2017
- Greeting customers warmly, Promoting and selling products and services to both new and existing customer, communicating effectively with customers to inform them with features, benefits, and use of all products and services.
- Assist customers on their purchase decision.
- Perform various inventory levels and merchandising products on the sales floor.
- Help insure every need the customer has when coming in the store is met before they leave, and maintain high level of customer service.
- As a head cashier I deal with different clients everyday, I'm responsible for providing great friendly service as well as helping the costumer find medicinal and tobacco products to beverages to food.
- Responsible for stocking inventory, maintain the store clean and well organized.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Counted cash in register drawer at beginning and end of shift.
Waitress
Grande Pizzeria
01.2015 - 12.2015
- Handled cash transactions and calculated bills efficiently, ensuring accurate daily balances.
- Communicated effectively during peak hours, maintaining a positive customer experience.
- Trained new staff members, ensuring they met business standards and service quality.
- Quickly learned and explained menu items, enhancing customer satisfaction.
- Managed opening duties, ensuring a clean and welcoming environment for guests.
- Facilitated teamwork among staff, ensuring smooth operations during peak hours, resulting in enhanced customer satisfaction.
- Streamlined order-taking process, reducing wait times and increasing table turnover, contributing to higher daily revenue.
- Provided mentorship to new hires, fostering a supportive work environment and improving overall team performance.
- Ensured accurate cash handling and billing, minimizing discrepancies and maintaining financial integrity.
- Engaged customers with a positive attitude, enhancing their dining experience and encouraging repeat visits.
- Analyzed customer feedback to optimize service procedures, resulting in enhanced customer satisfaction.
Education
High School Diploma -
Yerba Buena High School
San Jose, CAundefined
CTC Career Learning
San Jose, CA07.2025
Skills
- Skilled in managing multiple tasks
- Account monitoring
- Relationship building
- Sales presentation
- Contract review
- New account development
- Contract negotiation
- Closing strategies
- Cold calling
- Territory management
- Schedule coordination
- Remote office availability
- Organization and time management
- Customer relations
- Troubleshooting
- Customer service
- Organizational skills
- Data management
- Administrative support specialist
- Meticulous attention to detail
- Document processing
- Data accuracy
- Filing and data archiving
- Time management
- Report analysis
- Database management
- Attention to detail
- Database maintenance
- File management
- Workflow management
- Invoice processing
- Microsoft Word
- Multitasking and organization
- Administrative support
- Strong problem solver
- Territory and account management
- Data programming
- Strong work ethic
- Data screening
- Data filtering
- Data formatting
LANGUAGES
English (Highly proficient), Spanish (Native).
Timeline
Area Sales Manager
Western Funding
02.2025 - Current
Dealer Finance Manager
Cosmo Auto Group
05.2022 - 03.2024
DMV Clerk
M & M Vehicles Registration
03.2021 - 02.2022
Dealer Finance Manager
Bay Area Car Sales
08.2018 - 03.2021
Phone Associate
Metro PCS
01.2018 - 08.2018
Cashier
Taco Bell
07.2017 - 11.2017
Cashier
Discount Cigarettes
03.2016 - 04.2017
Waitress
Grande Pizzeria
01.2015 - 12.2015
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CTC Career Learning
High School Diploma -
Yerba Buena High School