Yang Li
Lake Forest,CA
Summary
Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
3
3
years of professional experience
Work History
Associate Banker
EAST WEST BANK OC CBC
01.2021 - 01.2023
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions
- Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange
- Maintain strong relationships with existing customers and cultivate new customer relationships
- Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs.
Property Manager
Harvest Realty Development
01.2021 - 01.2021
- Managed approximately 300 single family homes in an effective and profitable manner
- Set rental lease amounts through consistent analysis of market conditions
- Evaluated background checks and reports to finalize or cancel lease
- Researched and resolved billing problems that had been previously missed.
Property Management
Sky Vision Business Center
01.2020 - 01.2021
- Ensured that property and lease files are properly maintained and kept up to date in accordance with company policy
- Assisted tenants with all office needs, including providing tenants introduction letter, welcome package, contracts, insurance requirements, rent collection, and maintenance request procedures
- Prepare and maintain appropriate tenant lease files, records, correspondence and file notes.
Education
International Business/ Bachelor’s degree
California State University, Fullerton
05.2020
Skills
- Proficient in speaking, reading, writing, Chinese and English
- Ability to demonstrate attention to detail with strong problem-solving skills
- Relationship building and management
- Customer Service-Oriented
Timeline
Associate Banker
EAST WEST BANK OC CBC
01.2021 - 01.2023
Property Manager
Harvest Realty Development
01.2021 - 01.2021
Property Management
Sky Vision Business Center
01.2020 - 01.2021
International Business/ Bachelor’s degree
California State University, Fullerton
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