Kimberly Chau Email & Phone Number

Anaheim, CA, US

• Conducted thorough reconciliation of daily lending and ACH activities utilizing QuickFee's proprietary technology platform and loan management system, ensuring precise financial transaction processing and data integrity.
• Monitored the daily electronic processing of banking activities for over 700 client accounts at QuickFee, ensuring accurate ACH and card transactions, while efficiently managing Accounts Receivable to promptly resolve.
• Refined and implemented a streamlined onboarding process for new professional service firms in QuickFee's internal systems (Salesforce, CRM, loan management and our proprietary technology platform), ensuring efficient.
• Supported various ad hoc requests, reports, and projects, demonstrating flexibility and adaptability to meet changing business needs effectively.

• Ensured the accuracy and completeness of client account information in QuickFee’s database system, facilitating smooth operations and efficient client interactions.
• Facilitated a seamless onboarding experience for new firms in QuickFee’s proprietary systems, ensuring a smooth transition and optimal utilization of the platform’s capabilities.
• Performed in-depth KYC research on newly onboarded firms, assisting the credit risk department in maintaining compliance with regulations and mitigating potential risks for QuickFee’s financial operations.

City Of Industry, CA

• Generated and processed purchase orders from multiple vendors using SAGE MAS software, ensuring timely invoicing and expediting accounts receivable
• Effectively managed accounts payable by implementing a proactive invoice processing system, resulting in a significant decrease in default payments and improved vendor relationships.
• Coordinated with international vendors to negotiate favorable terms and ensure timely shipments, resulting in cost savings and efficient supply chain management.
• Utilized Adobe Photoshop and Dreamweaver to enhance online product images and listings, ensuring accurate representation of current products and offerings for PPA International's e-commerce platform.
• Versatile at managing and streamlining administrative processes to reduce errors, improve accuracy and efficiency, and achieve organizational objectives
• Provided comprehensive administrative support by efficiently managing employee inquiries and resolving vendor concerns, ensuring seamless operations.

Moreno Valley, CA

• Provided excellent customer service by addressing and resolving customer inquiries/issues in a timely manner
• Communicated efficiently with store administration and fellow workers to ensure a healthy and safe work environment
• Resolved customer conflicts involving discrepancies in pricing or quality of merchandise
• Supported loss prevention goals by maintaining accurate drawers and monitoring shopper behavior

Jurupa Valley, CA

• Coordinated with management to develop marketing materials to promote company’s educational seminars and events
• Answered calls, recorded and reported messages in a accurately and received visitors and directed them wherever required
• Performed clerical tasks such as copying, faxing, filing and data entry as needed