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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 w (xxx-xxx-xxxx w


Proven Financial and Banking Manager

Accomplished w Client Centered w Detail Driven w Leader w Mentor w International Experience




      Extensive experience as a manager in banking, customer relations, finance and investment management environments

      Excellent communicator with demonstrated ability to collaborate with staff, management, business partners, and others at all organizational levels

      Outstanding blend of organization, prioritization, leadership, and interpersonal skills

      Direct cross-functional teams across all projects and organizational initiatives from concept to completion

      Provide sound consultative advice to executive-level teams and board members

      Mentor and lead teams by example and with integrity to deliver services excellence

      Proven ability to lead and supervise team members, manage a wide range of duties simultaneously and coordinate multi-level directives within financial management roles

      US Citizen, native Chinese speaker proficient in English

Key Strengths

         Financial Analysis and Insight

         Customer Service

         Regulatory Compliance

         Financial Risk Management

         International Business

         Commercial Lending

Key Achievements

         Named Outstanding Executive at the Bank of China for 5 consecutive years, 1995 1999.


Professional Experience


Boiling Springs Savings Bank, Rutherford, NJ, 2012 2015

Key Teller

         Provided efficient, accurate, complete and friendly front line customer service.

         Balanced cash drawers at the end of the work day; calculated currency and checks to prepare for deposit or shipment the branch banks or to the Federal Reserve Bank.


Torraco & Company, Franklin Lakes, NJ, 2008 2012

General Office Manager, 2010 2012

         Efficiently managed office operation for this busy CPA firm; supervised and trained 47 staff members.

         Ensured accurate and timely execution of the company s payroll, billing, accounts receivable, accounts payable, banking and account reconciliation functions.

         Managed client scheduling and monitored the company s investment accounts.

Senior Accountant, 2008 2010

         Provided a broad range of accounting services for company s business and individual clients.

         Prepared financial statements; settled balance sheet accounts; analyzed assets and liabilities; prepared federal and state tax returns; analyzed budgets and cash flow; organized client data for those seeking loans.


China Orient Assets Management Corporation, Chongqing, China, 2000 2006

Supervisor and Asset Management Manager

         Reviewed loan portfolios, established client payment programs and oversaw collections activities.



Yyyyyy x. yyyyyy, Page 2 of 2


Professional Experience, continued


         Arranged and monitored enterprise integration to enhance organizational efficiency.

         Any information here regarding outcomes or results?


Bank of China, Chongqing, China, 1991 2000

Senior Credit Lending Officer

         Managed the bank s loan committee assessing and providing preliminary initial ruling on large commercial loan requests in amounts up to $500M for both domestic and international corporate clients.

         Supervised the department s 25 staff members.

         Met with and interviewed the CEOs and CFOs of organizations applying for large loans. Discovered organizations reasons for requesting large loans; assessed potential borrowers ability to repay.

         Prepared organizations loan request applications according to Chinese convention and requirements.

         Served as key presenter to senior management for final commercial loan approval and evaluation. Achieved 98.6% final approval rate on the strength of accurate borrower assessment; astute financial analysis; and risk minimization.

         Personally managed Sprint s successful $250M loan request.

         Named Outstanding Executive 5 consecutive years, 1995 1999.


Chinese National Petroleum Corporation, Chongqing, China, 1982 1991

Administrative Officer, Accountant and Auditor

         Proficiently managed the organization s investment portfolio in an environment of dramatic structural change followed by rapid economic growth.

         Served as financial presenter to the Board of Directors, providing astute financial analysis and presenting loan proposals for approval.

         Managed and prepared documentation for the government in China s rapidly changing regulatory structure.

         Analyzed assets and liabilities; prepared budgets and financial statements.

         Managed and reconciled investment accounts to ensure positive and gratifying results.




Bachelor Degree in Finance, China Northeast University of Finance and Economics, China


Associate Degree in Accounting, Chongqing Financial and Trade College, China


Additional Information



         Naturalized US Citizen



         Chinese native speaker

         English proficient in speaking, reading and understanding


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