Jean Ko Email & Phone Number

San Francisco, California, United States

Duties include but not limit to, various operation such as scanning, mailing passports, archiving files, interfacing with passport applicants, processing refund/reimbursement requests, generating credit card payment, contacting applicants for requesting necessary documents, and resolve undeliverable mail items.

San Francisco Bay Area

Duties include but not limit to front line gate keeping, created tax data spreadsheets, entered clients’ income tax data in CCH System, coordinated tax returns and clients’ financial packages to government agencies, generated and filed tax documents, managed invoices and accounts receivables.

Stanford, Palo Alto, CA

Human Resources Functions – Administered recruiting, interviewing, on-boarding and training responsibilities. Processed termination, resignations, and internal transfers.General Administrative Functions – Managed customer service issues, administrative duties, and company events; generated departmental reports.Cash Functions – Prepared daily cash deposits.

• (11 years in Business Loan Origination and 2 years in Legal Department)Provided general office support for 20+ people office. Assisted loan information data entry; maintained loan files/records, Business Continuation.
• Maintained strong interoffice communication and external communication which resulted in smooth closing of mortgage deals and Borrowers’ satisfaction.
• Consistently timely entry of loan information and preparation of invoice payments, expense reimbursement, quarterly and Gift & Entertainment reports.
• Successfully organized and managed annual Holiday Client Parties.
• Tenant Warden/Office Safety Coordinator.

Duties include but not limit to front line gate keeping, generated tax data spreadsheets, entered tax data into CCH System, assembled tax returns and mailed to clients, generated clients' W-2's and 1099's, and managed billing invoices.

Duties include but not limit to: Supervised staff, trained new employees, generated employee schedules, prepared simple bookkeeping, maintained and monitored shipping/receiving of merchandise.

Duties include but not limit to: Supervised staff, trained new employees. prepared simple bookkeeping, ordered and maintained inventory, and monitored the shipping/receiving of merchandise.

Diploma

Education record

Education record