Sherry Phan Email & Phone Number

United States

• In my present job, I assist loan originators in gathering customer information. Support loan officer during the closing process and maintain document records for future reference. Increase customer involvement by.
• Conducted credit report inquiries for the loan origination process.
• Offered new products and attracted customers to open premier banking accounts.
• Enabled business growth by engaging with customers and cultivating robust relationships.
• Coordinated with customers to complete necessary procedures before the loan closing date.
• Addressed the financial requirements of customers by assessing needs and proposing relevant information/services.

Cypress, Texas, United States

• In this job role, I increased operational effectiveness by overseeing global accounting procedures, meticulously tracking data, and compiling relevant information. By offering specialized business proposals in line.
• Achieved critical project milestones by coordinating with team members.
• Assisted senior managers by preparing accurate cost estimates for projects valued between $650K and $1M.

Houston, Texas, United States

• During this tenure, I developed complete bid proposals for Testing and Air Balance projects and processed work orders through meticulous analysis and computation of field measurements, survey plans, and plot plans..
• Minimized potential losses and optimized outcomes by detecting and mitigating project risks.
• Reduced errors and contributed to project acquisition success by delivering accurate cost estimates.
• Secured 81% of new business in 2020 by attending virtual bidding events and creating appropriate bids.

Master Of Science - Ms, Accounting And Finance

Certificate

Activities and Societies: Certificate in Commercial Banking & Credit Analyst (CBCA), Financial Modeling & Valuation Analyst (FMVA)

Certificate, Real Estate Investing & Analysis Certificate Program

Certificate, Leading With Finance, Complete

The Leading with Finance course at Harvard Business School provided a thorough understanding of the principles of finance, equipping me.

Bachelor Of Business Administration - Bba, Professional Program In Accountancy (Ppa) And Finance (Commercial Banking), Cum Laude

Activities and Societies: Investment Banking Scholar Club, Texas Society of CPA (TXCPA), American Institute of CPA (AICPA).