Twee Ong has over 15 years of experience in finance and accounting. She is currently a loan processor at Proficio Bank and expects to receive her PharmD from Roseman University in 2019. Previously, she held roles as an assistant relationship manager at Zions Bank, loan specialist also at Zions Bank, quality technician at BD Medical Systems, accountant, and customer service representative at Bank One. She has strong skills in Microsoft Office, various banking systems, and is bilingual in Vietnamese. In her spare time, she volunteers with Meals on Wheels and various educational and community organizations. References are available upon request.
Prezentacja dotycząca metod badawczo-animacyjnych, dzięki którym samodzielnie można przeprowadzić diagnozę społeczności lokalnej, nie mając specjalistycznego przygotowania zawodowego w tym zakresie. Wykorzystana podczas kongresu „Biblioteka: więcej niż myślisz!” (13-14 października 2011).
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1. Twee Ong
tbmai@yahoo.com
385-313-7262
Education
Bachelor of Science | Graduate 2003
University of Utah
College of Business—Finance
PharmD | Expecting 2019
Roseman University of Health Sciences
College of Pharmacy
Experience
2014—present
Loan Processor| Proficio Bank | Cottonwood Heights
Collect and follow up on required documentations from applicants
Review initial appraisal, environmental and contracts
Administer funds for construction, closing and disbursements
Finalize loan contracts and keep clients informed in rules and obligations
Remain competent and up-to-date on regulations and law requirements of commercial
and SBA lending at all times
2005—2009
Assistant Relationship Manager| Zions Bank | Salt Lake City
Assisted interviewing applicants to evaluate their eligibility for loan
Identified customer needs, explore all options and suggested different types of loans
Analyzed and concluded financial and non-financial criteria reports
Gave the “greet light” of eligible candidates and reported decisions to Managers
Loan Specialist| Zions Bank | West Valley City
Ensured note and collateral in compliance with bank policies and regulations
Interpreted and conveyed information to board a loan on SHAW
Researched initial interest rate based on provided information
Verified accuracy of disbursements and collateral files
2002—2005
Quality Technician| BD Medical System | Sandy
Evaluated and investigated returning products or customer complaints
Prepared quality reports
Assisted implementing Lean project to production and new measuring systems
Reconciled expenses and analyzed basic cost of products
Maintained reporting systems and data bases
1999
Accountant| Accounting On Calls | Salt Lake City
Various accounting duties include: cash management / invoicing / collections
2. Assisted in month-end closing, reconciled month-end bank statements, prepared journal
entries and GL maintenance
Posted payments to appropriate vendors and/or agencies
Evaluated claim for the eligibilities and entered transaction to general ledger
1997—1998
Customer Service| Bank One | Glendale
Provided product information & services
Proactively identifying needs & offering options
Placed order of supplies / prepared meeting materials
Computer Skills: Microsoft Word, Excel, Access, Power Point, Outlook, NT Workstation,
Lotus Notes, PlantStar, Minitab and SAP.
Bilingual: Vietnamese
Volunteer
Deliver for Meal On Wheel
Waitress for fundraiser Gallery of International Rescue Center
Recruiter, administrator and assistant nurse for American Preparatory Academy
Vice President of Parent Teach Organization for Beehive Academy
Reference
Available upon request
3. Reference
Aga Merx – (801) 947-6043, amerx@proficiobank.com
Kevin Ho – (714) 722-5533
Jenny Garcia – (385) 212-8869; sunnybling1@yahoo.com