JEANY ANN TAN
Saint John,New Brunswick
Summary
Highly skilled and detailed -oriented team player with strong organizational skills and with extensive knowledge in Finance and Customer service. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
16
16
years of professional experience
Work History
Entrepreneur / Chief Operations Manager
Francheska Handicrafts Online Shop
01.2020 - Current
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Oversaw workforce management planning, volume predictions and capacity planning.
- Preparation of financial books for taxation purposes and filing of tax with Bureau of Internal Revenue
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Developed systems and procedures to improve operational quality and team efficiency.
- Oversaw workforce management planning, volume predictions and capacity planning.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Mortgage Specialist
Artemis Finance
04.2020 - 07.2023
- Analyzed loan applications and credit reports to determine serviceability.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms and conditions with customers to secure best deal.
- Checked loan documents for accuracy prior to closing.
- Developed and maintained relationships with customers, lenders and other third parties.
- Compiled closing packages for drafting and presentation accuracy.
- Checked loan documents for accuracy prior to closing.
Administrator
Shay CPA PC
02.2020 - 11.2020
- Assist with on boarding new clients and project management
- Assist with Engagement Letters and Proposal writing
- Issue Invoices, Estimates, etc through QuickBooks
- Review timesheets on a monthly basis
- Assist with the writing of monthly newsletter
- Assist with Social Media Posts across social channels
- Assist with Business Development: track and follow up with leads
Administrative Assistant
Melbourne Owners Corporation Management
02.2020 - 10.2020
- Email management
- Calendar management
- Creation of Work Orders through Property IQ Software
- Processing of Invoice into the system using XERO Software
- Sending quotation requests to supplier
- Follow up with suppliers for pending work orders
- Drafting of Notice of AGM for lot owners/committee
- Drafting of Minutes of AGM for lot owners/committee
- Perform admin duties as and when required
Customer Service Representative
Little Press Pty Ltd
03.2020 - 04.2020
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer emails to answer questions about products and services.
- Process Refunds and returns
- Handle social media accounts
- Communicated with clients regarding account services, statements, and balances.
Paralegal Associate
Divorce Partners Pte Ltd
06.2017 - 03.2020
- Email management
- Creation of Balance sheet for the clients
- Drafting of agreement based on client’s pre-approved settlement
- Lodgement of documents into the family courts portal
- Correspondence with lawyers
- Perform admin duties as and when required
Corporate Secretarial Associate
Complete Corporate Services Pte Ltd
04.2015 - 01.2017
- Drafting resolutions of directors for different transactions such as approval of annual accounts, appointment of directors, officers etc.
- Preparing and lodgement of client’s annual returns with the Accounting and Corporate Regulatory Authority (ACRA)
- Preparing secretarial documents relating to the holding of annual general meetings;
- Preparing minutes representation letters for statutory audit purposes
- Attending to the statutory auditors on their annual audit of the statutory registers and minutes books;
- Maintaining and updating the statutory registers and minutes books;
- Providing for the safe custody of the common seal
- Providing general advice on recurring compliance corporate secretarial services;
Planner
Teck International Pte. Ltd
07.2008 - 03.2015
- Generate purchase orders in ERP, update and maintain master files (Product, EOL items, supplier, pricing) and maintain and manage supply and service updates as required
- Monitor customer’s requirements through their forecast and issue orders as buffers to ensure that the customer’s needs are met
- Work with suppliers to ensure that products are available and delivered on time to cover customer demand and the clearing of back orders
- Monitor and record the supplier order confirmations
- Deviations / Delinquents shall be reported to CS/ Sales to make sure pull in is activated
- Review and analyze backorder book for the assigned sales/ customers, expedite overdue orders, and review back-order status with the sales team to identify urgent, important orders needed to expedite
- Negotiate RMA to suppliers if necessary
- Calculation, Follow up and control of standard costs
- Update and maintain costing details in the system for my product line
- Negotiate to suppliers’ lower cost in order to meet customer’s target prices with reasonable margin
- Perform detailed inventory analysis and address problems to minimize excess inventory
- Planning & monitoring Supplier’s delivery schedule
- Handling/Managing key customers’ forecast to ensure adequate stocks for customers
- Following up with Supplier/Freight forwarders to ensure on-time delivery
- Managing EOL products information – by informing respective Sales Engineers on any affected parts.
Customer Service Officer
Lexmark Research and Development Corp
04.2007 - 05.2008
- Interacts with US customers, US operations and sales personnel, and company salesrepresentatives.
- Process and enters customer orders and request in the system (new order entry, orderchanges and daily reconciliation).
- Coordinate order activity with Purchasing/Planning, Sales and Distribution.
- Attend to customers inquiries accurately and timely.
- Monitors and process purchasing questions and sales quotation
- Answer customer queries on part availability, pricing & ETA on back-ordered parts.
- Ensure all transactions are audit compliant
Education
Diploma - Business Administration
New Brunswick Community College
Bachelor of Science - Management Accounting
University of San Jose
Skills
- Experienced in Accounting system (XERO, Quickbooks)
- Loan Application Processing Software
- Time Management
- Cash Reconciliation
- Customer Service Experience
- Experienced in Property Management System
- Excellent in Microsoft Office Applications
- Interpersonal / Communication Skills
- Utilizes systematic approach of efficient use of available resources
- Willing to be trained to further enhance competency
- Can work under pressure / hardworking
- A dynamic team player; can interface well with all levels of organization; performs effectively
- Under high pressure situations and maintains high ethical standards
Timeline
Mortgage Specialist
Artemis Finance
04.2020 - 07.2023
Customer Service Representative
Little Press Pty Ltd
03.2020 - 04.2020
Administrator
Shay CPA PC
02.2020 - 11.2020
Administrative Assistant
Melbourne Owners Corporation Management
02.2020 - 10.2020
Entrepreneur / Chief Operations Manager
Francheska Handicrafts Online Shop
01.2020 - Current
Paralegal Associate
Divorce Partners Pte Ltd
06.2017 - 03.2020
Corporate Secretarial Associate
Complete Corporate Services Pte Ltd
04.2015 - 01.2017
Planner
Teck International Pte. Ltd
07.2008 - 03.2015
Customer Service Officer
Lexmark Research and Development Corp
04.2007 - 05.2008
Diploma - Business Administration
New Brunswick Community College
Bachelor of Science - Management Accounting
University of San Jose
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