Customer Service Sales

San Yow Chan email: *********@*****.*** Telephone: 954-***-****

Address:**** ********** ** #*** ***** FL 33314

Professional with strong analytical and planning skills seeks to utilize experience in support of strategic

company activities including accounting, business administration, marketing, sales and customer service

Strengths

General Ledger / Managing finance / financial planning / Inventory management / Managing conflict /

AP/AR, Scheduling flow up / / collaboration / Lifelong learning / Startup operations / Developing work

plans / Setting priorities / Analyze reports / Reconcile balance sheet / Marketing/customer services.

Work History

Cleveland Clinic, Weston FL Volunteer Receptionist March 2014 – present

Smile and greet customers and show them the directions to the place of their appointments.

Henderson Behavioral Health Ft Lauderdale FL Volunteer Chinese Translator

June 2012 – December 2012

Help translate into Chinese Language for Chinese patient’s mother who does not speak and does

not understanding English.

HIP Administrators of Florida Inc. Hollywood, FL Temporary Marketing Associate.08/2011

– 05/2012

Remind customers that Medicaid will expire and will need for renewal. Encourage and explain to

customers the benefits of renewal.

Help them to get application specialists to complete the renewal applications. Make

appointments for agents to meet customers.

Progressive Training Center, Pompano Beach, FL Part-time bookkeeper 07/2011 – 08/2011

Student accounts receivable, Pell program, Student loan, Cash book with cash and credit cards

payments from students, bank reconciliation, verified cash deposit and wire-transfers.

Department of Juvenile Justice, Sheridan, FL Clerk 02/2010 - 05/2010

(AARP Volunteer Program)

Filing, opened and created new folders/files, closed folders/files, and sent closed folders/files to

Tallahassee.

Focus Point Senior Community Center, P. Pines, FL Office Aide 12/2009 – 02/2010

(AARP Volunteer Program)

Registered members for activities including, trips, classes and daily games

Ensured memberships were updated, printed daily schedules for classes and trips.

Managed all liability waivers for classes and trips.

Provided all funds received from classes and trips to supervisors for banking.

Gar Lok Take-out Inc, Weston, Florida. Manager, 2002 - 2008

Provided general and financial management of a corporation. Oversaw all aspects of

daily operations.

1

Developed marketing and promotional materials resulted in increased 90% of monthly

sales

Full profit and loss responsibility.

Coordinated work assignments and ensured adequate staffing.

Provided training and information to all new hires.

Verified sales and cash deposits.

Developed plan to control food delivery and to avoid customer complaints and

eliminated cash shortage.

Identified mistakes and suggested corrections. Examined, analyzed, and reconciled

reports and balance sheet accounts for accuracy and completeness.

Reviewed monthly income statement for accuracy of gross margin, gross profit and

expenses.

Bank reconciliation. Start-up operation and initiated the company.

.

MetLife Ft Lauderdale, FL. Accounts and Sales Representative 1998 – 2001

Prepared financial profiles for potential clients, providing advice covering all area of

financial.

Helped clients identify their financial goals and provided them with recommendations

on how best to invest their money.

Educated clients and marketed company services to include life/health/disability

Insurance, mutual funds, annuities and employee benefit products.

Established and maintained existing customer relationship and activity.

Marketed and secured new client through community networking endeavors.

Education and Accreditations

American Intercontinental University, Weston, Florida

Master of Education

The Bernard M Baruch College, New York, New York.

Bachelor of business Administration/Accounting

The Florida State University, Tallahassee, Florida

Financial Planning Certificate

London Chamber of Commerce and Industry

Bookkeeping Intermediate Stage Certificate

Languages spoken: English, Mandarin and Cantonese

Contact this candidate