Experience

Bernal Heights Neighborhood Center

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Bilingual Cantonese Social Service Coordinator

  • Apr 2016 - Present

  •Complete intakes and assessments for incoming participants for the Active Senior Program and process electronically using the DAAS GetCare (CMS) system •Complete participant charting, monthly reports and other documentations required by BHNC and funding source •Provide direct short term social service such as: completing applications, translations and reviewing correspondence, information and referrals for variety of services. •Evaluate client needs and follow up and document progress notes to ensure quality and effective service delivery for participants •Help set up the room for daily activities and assist with senior lunch program Show less



America California Bank

• Paper and Forest Product Manufacturing
• 1 - 100 Employee

• Customer Service Representative

  • Aug 2013 - Sep 2015

  •Developed new customer relationships and opened new accounts •Documented larger deposits used Currency Transaction Reports •Prepared and reviewed daily, monthly and quarterly reports for Operation Department •Responsible for interest checks and monthly account statements •Cashed checks, processed deposits, withdrawals, transfers and loan payments •Developed new customer relationships and opened new accounts •Documented larger deposits used Currency Transaction Reports •Prepared and reviewed daily, monthly and quarterly reports for Operation Department •Responsible for interest checks and monthly account statements •Cashed checks, processed deposits, withdrawals, transfers and loan payments



East West Bank

• United States
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Jul 2011 - Jul 2013

  •Efficiently handled more than $10,000 in cash transactions and helped as many as 150 merchants and customers on average per day •Met and exceeded established sales referral and promotional sales goals by identifying and selling bank products and services to at least 42 customers monthly •Informed customers about foreign currency regulations and computed transaction fees for currency exchanges •Addressed customer questions referring to appropriate internal resources for resolution •Monitored ATM machine to ensure cash balances were correct Show less



H & R Block, San Francisco

• Tax Associate

  • Dec 2010 - Apr 2011

  •Prepared tax returns •Explained government tax policies •Sold services and products to clients •Called prior clients and made appointments for tax return preparation •Answered incoming phone calls and greeted clients at the front desk •Prepared tax returns •Explained government tax policies •Sold services and products to clients •Called prior clients and made appointments for tax return preparation •Answered incoming phone calls and greeted clients at the front desk