YEN DOAN
Garden Grove,California
Summary
Experienced with managing client relationships and offering comprehensive financial guidance.
Overview
13
13
years of professional experience
Work History
Relationship Banker and Associate Personal Banker
WELLS FARGO
12.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout all interactions.
- Assisted customers in achieving financial goals by recommending products and services tailored to their needs.
- Acquired new clients and deepened existing relationships by proactively engaging with customers both in person and over the phone.
- Educated customers on technology and self-service options, ensuring they could access their accounts 24/7.
- Collaborated with specialists such as Financial Advisors and Mortgage Bankers to connect customers with experts who could address specialized financial needs.
- Maintained up-to-date knowledge of banking products and industry trends to deliver expert advice to clients effectively.
Mortgage Loan Officer
WONDER RATES INC.
12.2021 - 11.2022
- Analyzed mortgage applications and determined the best programs to meet the needs of consumers.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Delivered timely updates on loan status, proactively communicating with all parties involved in each transaction.
- Established and maintained relationships with individuals, including existing and past clients, as well as real estate professionals, to generate business referrals.
Relationship Banker
STANDARD CHARTERED BANK
07.2018 - 01.2021
- Managed Personal Clients Portfolio through assigned leads, outbound calls, and telemarketing to promote financial products.
- Initiated and monitored customer onboarding at the branch, including account openings, educating customers about digital self-service options, and assessing their needs to recommend 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 offering personalized banking solutions and exceptional customer service.
General Accountant
THIEN AN COMMUNICATION CO. LTD
09.2011 - 06.2018
- Managed accounts payable and receivable functions, maintaining accurate records and ensuring timely payments to vendors while collecting outstanding invoices.
- Reconciled the company's bank statements and bookkeeping ledgers.
- Assisted with budget preparation, monitored expenses, and provided timely updates to management on any variances.
- Supported the month-end closing process by preparing financial statements, variance analyses, and account reconciliations.
Education
Series 63 -
NASAA
11-2024
Series 6 -
FINRA
10-2024
Life Insurance License -
The California Department of Insurance
California06-2024
Securities Industry Essentials (SIE) -
FINRA
06-2024
Notary Public -
National Notary Association
California06-2023
Bachelor of Accounting -
University Of Economics HCMC
09.2011
Skills
- Sales and organizational skills
- Negotiation skill
- Customer service skill
- Problem analysis and solving skill
Languages
Vietnamese
Native or Bilingual
Timeline
Relationship Banker and Associate Personal Banker
WELLS FARGO
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 Accounting -
University Of Economics HCMC
Series 63 -
NASAA
Series 6 -
FINRA
Life Insurance License -
The California Department of Insurance
Securities Industry Essentials (SIE) -
FINRA
Notary Public -
National Notary Association
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