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.,Ltd, Chongqing, China
Financial Consultant
2022.03 - 2022.10 (7 months)
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 Bank, Chongqing, China
Senior Specialist
2009.06 - 2022.03 (12 years & 9 months)
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 Group, Chongqing, China
Customer Service Representative
2007.06 - 2009.06 (2 years)
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 Institude , Fort Collins, CO
No Degree from Bookkeeping Specialist
02.2023
Chongqing University , Chongqing
Associate of Science from Economics And Business Administration
07.2009
Civil Aviation Flight University of China , Sichuan 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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