Hi, I’m
Zongyao Xiao
Towson,MD
Summary
Enthusiastic bookkeeper eager to contribute to team success through hard work, attention to detail, and excellent organizational skills. A clear understanding of bookkeeping terms. Motivated to learn, grow and excel in accounting.
Overview
15
years of professional experience
1
Certificate
Work History
Chongqing Gudali Supply Chain Management Co.,LtdChongqing, China
Financial Consultant
03.2022 - 10.2022
Job overview
- Provided professional recommendations on investment opportunities, products, and services based on the company's needs. Helping the company obtain $300,000 mortgage loan with the lowest annual interest rate-3.9%.
- Expand overseas business by opening an offshore account and building a new financing pipeline.
Evergrowing BankChongqing, China
Senior Specialist
06.2009 - 03.2022
Job overview
- Identified administrative areas seeking critical improvement and implemented strategies to achieve targets.
- Take responsibility for the performance evaluation of the business customer manager, and optimize the evaluation system to promote comprehensive development for the bank.
- Build a KPI, assign a mission for each subbranch, and provide financial data support for the development of our branch.
- Price each loan and make smooth coordination before bank lending. Make routine operation procedures and organize training for customer managers to reduce uncertainty before bank lending.
- Make multiple financial products for sales and design specific financial plans for the individual customer.
- Be a business customer manager.
- Chase personal credit card debt and make repayment plans based on each credit customer’s particular situation.
Chongqing Broadcasting GroupChongqing, China
Customer Service Representative
06.2007 - 06.2009
Job overview
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered a constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to particular needs or wants.
Education
US Career InstitudeFort Collins, CO
No Degree from Bookkeeping Specialist
02.2023
Chongqing UniversityChongqing
Associate of Science from Economics And Business Administration
07.2009
Civil Aviation Flight University of ChinaSichuan Province
Associate of Arts from Flight Attendant And Tourism Management
06.2007
Skills
- Implement timely and accurate processing of investment operations, including transaction processing, investment funding, communication, etc, by guidelines and regulatory requirements
- Knowledge of all Accounts Payable/Account Receivable policies and procedures and strict adherence to them
- Work independently or as a team member
Certification
- Certified Certificate Of Accounting Professional, Chongqing Finance Bureau
- ISLES 5.5
- Fund Qualification Certificate
Languages
Chinese (Mandarin)
Native or Bilingual
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