Lily Feng
Surrey,Canada
Summary
Results-driven Individual with extensive experience in providing strategic advice and solutions to clients. Proven ability to establish strong relationships with clients, analyze and interpret data, and develop innovative solutions for complex problems. Possesses excellent communication and organizational skills, with the ability to work independently and within a team environment. Seasoned Credit Advisor with strong background in financial advising and credit management. Comprehensive knowledge of lending products, credit risk analysis and regulatory compliance. Exemplary communicator with talent for fostering beneficial client relationships, improving credit scores, and efficiently resolving financial issues. Proven track record in offering sound financial advice to enhance business growth and profitability.
Overview
18
18
years of professional experience
Work History
Credit Advisor
RBC
Surrey, Canada
01.2025 - Current
- Handle credit applications for loans, credit lines and credit cards.
- Provide personalized credit advice to clients.
- Evaluated client creditworthiness and financial health.
- Assisted clients in understanding credit reports and scores.
- Educated clients on debt management strategies and resources.
Credit Cards Advisor
RBC
Surrey, Canada
10.2023 - 01.2025
- Working at the advise centre, taking customer service calls 30-50 per day, in Chinese and English.
- Helping clients with credit card maintenance, new pre-approved credit card application and more opportunities.
- Collaborated with cross-functional teams to address client needs and requirements.
Bookkeeper/Administrative Assistant
Royal Pacific Enterprises Inc.
Surrey, Canada
05.2022 - 09.2023
- Account payable and receivable.
- Quickbooks online.
- Bank reconciliations.
- Prepare documents for import and export.
Tax Professional
H&R Block
Regina, Canada
02.2021 - 04.2021
- My responsibility is to prepare tax returns and answer tax related questions of clients.
- During this tax season I prepared 150 tax returns and received many 5 star google reviews from my clients.
Team Manager
Bank of China
Guangzhou, China
01.2013 - 10.2018
- I was leading a team of 8-10 assistants during this time.
- My responsibilities include assessing KPI on staff of the department, and authorizing transactions.
- Managed team operations to ensure efficient workflow and collaboration.
- Oversaw scheduling and task assignments to optimize team productivity.
Assistant
Bank of China
Guangzhou, China
08.2009 - 01.2013
- Processing corporation international trade transactions, issuing Letter of Credit, Demand Draft, Telegraphic Transfer, trade related financing request, etc.
Bank Teller
Bank of China
Guangzhou, China
07.2008 - 07.2009
- Verifiy amounts and integrity of every check or funds transfer.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Processed sales referrals and promoted bank services and products.
- Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
Education
Bachelor's Degree - Economics
Guangdong University of Foreign Studies
Guangzhou06.2008
Skills
- Tax Experience
- Bookkeeping
- Accounting
- QuickBooks
- Accounts Payable
- Accounts Receivable
- Cash counter
- Bank Reconciliation
- Credit assessment
- Debt management
- Customer relationship management
- Effective communication
- Financial advising
Languages
- English, Fluent
- Mandarin, Native
Timeline
Credit Advisor
RBC
01.2025 - Current
Credit Cards Advisor
RBC
10.2023 - 01.2025
Bookkeeper/Administrative Assistant
Royal Pacific Enterprises Inc.
05.2022 - 09.2023
Tax Professional
H&R Block
02.2021 - 04.2021
Team Manager
Bank of China
01.2013 - 10.2018
Assistant
Bank of China
08.2009 - 01.2013
Bank Teller
Bank of China
07.2008 - 07.2009
Bachelor's Degree - Economics
Guangdong University of Foreign Studies