Thi Hai Yen Doan
Garden Grove,CA
Summary
Dynamic in adapting to changing market trends and regulatory environments, I am dedicated to fostering a positive banking experience and contributing to meet customer's financial needs and the overall success of the organization.
Overview
13
13
years of professional experience
Work History
Associate Personal Banker
Wells Fargo, NA
12.2022 - Current
- Assisted customers with setting up or closing accounts, completing credit applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial reviews and offering tailored products to clients.
- Worked closely with partners to help clients achieve financial goals.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Mortgage Loan Officer
Wonder Rates INC.
12.2021 - 11.2022
- Analyze mortgage applications and determine programs best for meeting needs of the consumers.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Establish and maintain relationships with individuals including existing and past clients, real estate professionals to generate business referrals.
Relationship Banker
Standard Chartered Bank
07.2018 - 01.2021
- Manage Personal Clients Portfolio (through assigned leads, outbound calls, telemarketing to promoting financial products).
- Initiate and monitor customers on-boarding at branch including account opening, educating customers about digital self-service options and assessing customers’ needs and recommending financial solutions.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
General Accountant
Thien An Communication Co. LTD
09.2011 - 06.2018
- Managed accounts payable and receivable functions, maintaining accurate records and timely payments to vendors while collecting outstanding invoices.
- Reconciling the company’s bank statements and bookkeeping ledgers.
- Assisted with budget preparation, monitoring expenses, and providing timely updates to management on variances.
- Supported month-end closing process by preparing financial statements, variance analyses, and account reconciliations.
Education
Bachelor of Science - Accounting
University Of Economics HCMC
Ho Chi Minh City, Vietnam09.2011
Skills
- Relationship Building
- Customer Service
- Customer Satisfaction
- Regulatory Compliance
Languages
Vietnamese
Native or Bilingual
Timeline
Associate Personal Banker
Wells Fargo, NA
12.2022 - Current
Mortgage Loan Officer
Wonder Rates INC.
12.2021 - 11.2022
Relationship Banker
Standard Chartered Bank
07.2018 - 01.2021
General Accountant
Thien An Communication Co. LTD
09.2011 - 06.2018
Bachelor of Science - Accounting
University Of Economics HCMC
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