Philander Tran
Santa Ana,CA
Summary
Aspiring for a career transition into the mortgage industry, I am a dedicated and detail-oriented professional with a Bachelor of Science in Accounting from Cal State Long Beach. With extensive experience in financial operations, account management, and business development, I am eager to apply my skills in a mortgage company and work my way up, contributing significantly to the company’s growth and success.
Overview
17
17
years of professional experience
Work History
Business Development Support
Permanent Makeup Business
- Current
- Assisted in establishing and growing a successful permanent makeup business
- Contributed to business planning, marketing strategies, and customer relationship management
- Supported financial management and operational logistics
- Ensured adherence to health and safety standards within the beauty industry.
Business Owner
Cannabis Cultivation Business
01.2012 - 01.2022
- Founded and managed a successful cannabis cultivation business for a decade
- Oversaw all aspects of business operations, including financial management, strategic planning, and regulatory compliance
- Implemented efficient cultivation techniques, resulting in consistent product quality and customer satisfaction
- Managed financial records, budgeting, and accounting practices specific to the cannabis industry
- Navigated complex legal and regulatory frameworks, ensuring full compliance with state laws.
Treasury Associate
Carrington Mortgage Services
06.2011 - 03.2013
- Managed high-volume account transfers and outgoing wire processing daily
- Conducted monthly bank reconciliations for funding banks
- Utilized advanced Excel skills for generating various financial reports
- Assisted Analyst in reviewing loan documents prior to funding
- Prepared loan funding using DataTrac software
- Proficient in MS Excel (V-Lookup, Pivot Tables), MS Access (macros), Datatrac, and MortgageServ.
Accounting/Tax Clerk
Mazda North American Operation
08.2010 - 04.2011
- Handled recovery and issuance of the company's unclaimed property
- Gained proficiency in SAP, AS400, and Oracle: Stellent for accounts payable and record management
- Assisted in preparing year-end 1099 forms and vendor management.
Senior Teller/Account Specialist
Bank of America
11.2007 - 05.2010
- Developed business acumen and exceptional customer service skills in a professional banking environment
- Managed large cash transactions and supported clients with various financial services
- Performed bank reconciliation and balanced accounts effectively.
Consultant
Friar Tux Shop
11.2006 - 06.2008
- Provided excellent customer service in assisting clients with wedding attire
- Achieved top-selling consultant status within six months
- Responsible for inventory management, sales, cashiering, and employee scheduling.
Education
Bachelor of Science in Accounting -
California State University of Long Beach
01.2010
Skills
- MS Office
- SAP
- AS400
- Oracle
- DataTrac
- Entrepreneurial mindset with diverse business management experience
- Knowledgeable in financial operations of various industries including beauty and wellness
- Strong analytical, organizational, and problem-solving skills
- Excellent communication and interpersonal abilities
- Skilled in handling confidential financial data and customer relations
- Contract Negotiations
Timeline
Business Owner
Cannabis Cultivation Business
01.2012 - 01.2022
Treasury Associate
Carrington Mortgage Services
06.2011 - 03.2013
Accounting/Tax Clerk
Mazda North American Operation
08.2010 - 04.2011
Senior Teller/Account Specialist
Bank of America
11.2007 - 05.2010
Consultant
Friar Tux Shop
11.2006 - 06.2008
Business Development Support
Permanent Makeup Business
- Current
Bachelor of Science in Accounting -
California State University of Long Beach
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