BO WONG

• Accurately input trade/bond/equity settlements, interest, and repayments into CDO Suite
• Independently manage multi-million dollar broadly syndicated and middle market loan activity and allocate cashflows to clients' portfolios
• Successfully resolved complex cash, position, and loan discrepancies for accurate monthly and quarterly tie-out reporting
• Collaborated with internal analysts and relationship managers on distributing investor waterfall payments in a timely manner
• Communicate daily with asset managers and agent banks to ensure proper and accurate portfolio positions

• Ensured successful implementation of new processes/products into production as well as ongoing quality control
• Successfully gathered documentation and updating corresponding tracking spreadsheet for the audit program
• Identified new quality control trends and opportunities
• Researched and accurately validated membership reports with strict submission deadlines to CMS

• Accurately analyzed company employee records in Salesforce including region code, classification type

and contact role-based on registration file

• Successfully created new company accounts and monitored data in Salesforce based on weekly generated Lead Transfer File

• Resolved complex issues from service tickets regarding employee records

• Exported and accurately modified/analyzed software data into Excel spreadsheets given strict deadlines

• Generated weekly performance report of solving service tickets to manager

• Effectively constructed and updated work procedures with team member

• Effectively pre-imaged and re-imaged operating systems between workstations

• Skillfully diagnosed repairing faults and technical issues of network and operating systems

• Successfully installed and configured new hardware and software

• Using SQL to monitor/update computer inventory record