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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
 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
Reference
Aga Merx – (801) 947-6043, amerx@proficiobank.com
Kevin Ho – (714) 722-5533
Jenny Garcia – (385) 212-8869; sunnybling1@yahoo.com

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Resume-LinkedIn

  • 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