CAMILLE HOANG
Los Angeles,CA
Summary
Business-minded Senior Operations Associate known for verifying received data against orders for accuracy. Highly energetic with over 5 years of experience collaborating with other team members and handling shipping tasks. Remains calm and poised while managing high-volume workloads.
Overview
8
8
years of professional experience
Work History
Sr. Alternative Investment Loan Op. Associate
SS&C Technologies
08.2024 - Current
- Lead daily loan operations on Precision, executing and reviewing complex transactions—including fundings, drawdowns, interest accruals, rate resets, paydowns, and payoffs—across a diverse portfolio of multiple clients/firms, ensuring strict compliance with credit agreements and internal controls.
- Provide client-facing support to multiple investment managers simultaneously, serving as a primary operational contact for loan processing, reconciliations, and issue resolution.
- Manage daily cash transactions and reconciliations across numerous accounts with custodians, agent banks, and clients, ensuring timely and accurate settlement.
- Own the month-end close process for the loan portfolio, preparing and validating detailed reports on loan balances, interest income, delinquencies, and accruals.
- Produce and analyze monthly variance reports, identifying key drivers and providing actionable insights to clients, senior management, and Fund Accounting teams.
- Perform thorough reconciliations between the loan subledger and general ledger, researching and resolving discrepancies in partnership with Fund Accounting.
- Support audits and regulatory reviews by preparing loan schedules, documentation, and process walkthroughs, ensuring adherence to internal controls and compliance standards.
- Drive operational efficiency and process improvement initiatives by identifying automation opportunities, and refining reporting templates.
Client Service Operations Associate
JSF Financial LLC
04.2023 - 05.2024
- Managed client relationships, serving as the primary point of contact for inquiries, account updates, and issue resolution, ensuring a high level of client satisfaction
- Collaborated closely with internal teams, including wealth advisors, investment managers, and compliance officers, to ensure seamless execution of client requests and adherence to regulatory requirements
- Conducted thorough analysis of client portfolios, identifying investment opportunities, and presenting tailored recommendations to enhance client returns
- Coordinated the onboarding process for new clients, ensuring accurate documentation, account setup, and seamless transition into the firm's services.
Commercial Banking Loan Operations Associate
J.P. Morgan Chase Bank
07.2021 - 11.2022
- Managing day-to-day business administration including interpreting Agent notices related to drawdowns, repayments and general loan activities
- Monitoring and applying incoming fees and participation wires to daily Nostro Reconciliation
- Establish strong working relationships with stakeholders and deliver effective communication on deal closing, amendment and termination to ensure closing requirements/specifications are met
- Establish new customers and facilities in LoanIQ and Loan Management systems
- Coordinating daily funding requirements with the Treasury Department to accurately manage its cash and fund position
- Managing and closing 30 syndicated and bilateral deal portfolios (Term Loans, Revolving Facilities, and Bilateral Facilities) across 4 different lines of businesses: GHHN (Government, Healthcare, Higher Education, Non-Profit), Private Banking, Middle Market, and Commercial Real Estate
- Deal funding including wire processing for internal and external movement from $1M to $1 Billion, and to provide deal closing wire services
- Performing other duties and responsibilities as assigned by management.
Junior Wealth Management Associate
Zacks Investment Management
04.2021 - 06.2021
- Make 200 outbound calls daily to qualify and set meetings for their Regional VP with high-net worth investors who have responded to the firm's marketing and advertising efforts as well as taking daily inbound calls
- Both initiate and follow-up on multiple sales calls to identify new sales opportunities
- Coordinate and team up sales efforts with Senior Wealth Management Associates and Regional VPs.
Intern
Ariel Investments
06.2017 - 06.2019
- Assisted in the creation of marking content for financial products and services, including blog posts, social media updates, and email newsletters
- Conducted market research and competitive analysis to identify trends and customer preferences in the financial industry
- Supported the development and execution of the email marketing campaigns to nurture the leads and retain viewers
- Contributed to thorough preparation for all personal investor meetings and observed.
Education
Bachelor of Science - Business Administration, Concentration in Finance
Devry University
Chicago, Illinois05.2020
Skills
- Experienced in utilizing Microsoft Office and Google Suite tools
- Familiarity with SQL and Salesforce
- Experienced with wealth management platforms: Orion, Wealthscape, Nitrogen
- Skilled in operating Loan IQ and Precision platforms
Timeline
Sr. Alternative Investment Loan Op. Associate
SS&C Technologies
08.2024 - Current
Client Service Operations Associate
JSF Financial LLC
04.2023 - 05.2024
Commercial Banking Loan Operations Associate
J.P. Morgan Chase Bank
07.2021 - 11.2022
Junior Wealth Management Associate
Zacks Investment Management
04.2021 - 06.2021
Intern
Ariel Investments
06.2017 - 06.2019
Bachelor of Science - Business Administration, Concentration in Finance
Devry University