Wan-Ching Lee Email & Phone Number

Dallas, Tx

-Process checks by entering customer payments into accounting system (SAP) and process deposits.-Process foreign checks by entering customer payment and convert funds from foreign currency to United State Dollar.-Analyze accounts to discover discrepancies and resolve all variances promptly.-Post all incoming payments for Electronic Fund Transfers, Wire, and British Pounds and reconcile bank statements daily-Ensure financial data is recorded in accordance with established company policies and GAAP.-Record adjusting journal entries for sales tax, discount, bad debt expense and etc.

Dallas,Texas

- Provide oversight and direction to the employees in the operating unit in accordance with the organization's policies and procedures.- Train employees and monitor work environment to ensure a safe, secure, and legal work place.- Develop and maintain customer loyalty through greeting customers by name and providing excellent customers service- Trained new employees and provide ongoing accomplishes staff results by coaching, mentor for all employees to insure top-notch service delivery.- Oversee financially responsible, accountable, justifiable, and defensible in accordance with company policies and procedures.- Manage overall operational and financial responsibilities including but not limited to:Cash and credit card transactionsQuotes and processing purchase sales order- Coordinate inventory: Monitor and track inventory

Dallas/Fort Worth Area

- Accurately processing routing Transition: Cashing Check, Depositing Money, and Collecting Loan Payment- Reporting government regulation required forms- Maintain and balance cash drawer with no discrepancies- Safeguard sensitive bank and customer information- Cross-sell products tailored to each customer through personal customer interaction