Alan Ong
Fremont,CA
Summary
Highly motivated employee with extensive management experience and comprehensive banking background. Strong working knowledge of working within policy and procedures. Documented record of success for driving personal and team sales revenues.
Overview
19
19
years of professional experience
Work History
Tropical Fish Importer and Wholesaler
Self Employed
07.2014 - 01.2020
- Sourced and worked with overseas tropical fish farmers to obtain healthy stock to import into the United States.
- Help farmers walk through the process of quarantine and preparing fish for shipment.
- Obtain all necessary documentation and work with broker in order to clear FWS and customs prior to shipment landing so enure a smooth timely transition upon arrival.
- Upon arrival, unpack, acclimate and medicate all fish to ensure no diseases or parasites before they are to be sold.
- Maintain healthy environment and know to treat sick fish with the appropriate care to ensure best chance of recovery.
- Working with local aquarium shops and wholesaler to fulfill order and source the various species they are searching for.
- As a hobbyist, keeping and breeding many species of tropical fish.
Home Mortgage Consultant
Wells Fargo & Company
08.2017 - 03.2022
- Meet and exceed monthly Sales goals through cold calling, working with local real agents, local branch bankers, attending open houses with real estate partners.
- Assessed clients' financial data to determine loan qualifications and assets needed were met.
- Once loans are submitted, worked closely with assigned loan processor, underwriter and closing agent to ensure the smoothest possible transaction for clients.
- Personally, followed up with clients on missing loan documents, providing guidance on best way to complete application process in a timely manner.
- Explained different types of loans pertaining to client situations and those they would qualify for in order to help them maximize their purchasing power.
- Retain existing clients and always have a path of communication to ensure repeat business.
- Clients that did not qualify at the time, would help develop personal plans in order to help them achieve their home buying in the future.
Branch Manager
WELLS FARGO BANK
01.2006 - 06.2017
- Interviewed and hired individuals with top-level strengths, improving organizational talent, and skill set.
- Maintained customer interactions in a friendly and professional manner to ensure top level customer service.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocols.
- Examined customer loan applications for loan approvals and denials.
- Developed strategic plans for day-to-day financial operations.
Business Banking Specialist
Wells Fargo & Company
07.2004 - 09.2006
- Met with existing and potentially new business clients to assess needs and propose customized solutions.
- Met and exceeded sales goals through cold calling, visiting local businesses and asking for referrals.
- Work closely and built close relationships with internal partners in order to generate new clients and offer additional products that can be a good fit for the clients.
- Referred large commercial loans to our middle market business group in order to secure large commercial real estate, SBA and Lines of credit needs for our clients.
- Work with local Chamber of Commerce to generate new leads and participate in presentations during events.
Personal Banker
Wells Fargo & Company
09.2003 - 07.2004
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Answered customer questions and explained available services such as deposit accounts, Time accounts, credit products.
- Achieving and surpassing sales goals through handling customer issues and profiling customers and identifying needs.
- Promoted financial products by maintaining excellent service offering knowledge.
- Creating long term customer relationships through building rapport and constant communication.
Education
Bachelor of Science (BS) in Economics -
SAN DIEGO STATE UNIVERSITY
01.2002
Skills
- Training & Development
- Policies & Procedures
- Staff Recruitment & Retention
- Employee Relations
- Organizational Development
- Performance Management
- Client Service
Timeline
Home Mortgage Consultant
Wells Fargo & Company
08.2017 - 03.2022
Tropical Fish Importer and Wholesaler
Self Employed
07.2014 - 01.2020
Branch Manager
WELLS FARGO BANK
01.2006 - 06.2017
Business Banking Specialist
Wells Fargo & Company
07.2004 - 09.2006
Personal Banker
Wells Fargo & Company
09.2003 - 07.2004
Bachelor of Science (BS) in Economics -
SAN DIEGO STATE UNIVERSITY