Kimlan A. Wong Fong
Finance
Cocoa,FL
Overview
21
21
years of professional experience
Work History
Product Manager
Brevard Robotics
Cocoa, Fl.
09.2018 - Current
- Complete analysis for 27 Staff Members based on daily production
- Maintain all ISO documents and quota sheets via excel reporting
- Maintain employees time sheets and vacation schedules
- Work with Senior Management Team to ensure all items are available for staff’s daily function
- Perform daily quality control and progress reports for all work in production
- Warrant all new hires are fully trained and kept up to date with new guidelines
- Prioritized roadmap in order to achieve product goals and metrics.
- Communicated effectively with team members to deliver updates on project milestones and deadlines.
- Managed product demonstrations and testimonials for performance evaluation.
- Thrived in fast-paced, highly-adept team to develop and prioritize product features and build product roadmap.
- Set goals and formalized policies to maximize team performance and keep project on-task.
Patient Business Specialist I
Health First Health Plans
Rockledge, FL
10.2015 - 08.2018
- Monitor Quality Assurance related to job functions per team for billing, customer service via hospital communication platforms
- Adhere to departmental goals for self and assist team members to ensure all goals are met
- Create and code diagnostic accounts for each hospital facility
- Check in patients in Diagnostic center
- Work with insurance companies for eligibility for patient account
- Perform daily Quality Assurance for pipeline accounts
- Collect copays for surgical and diagnostic patients ensure monthly goals of $131K
- Knowledge of business office applications and systems
Business Banking - Sales Support Associate
Bank of America
New York, NY
01.2008 - 11.2014
- Manage portfolios for 2 Business Banking Client Managers
- Trouble shoot client problems to completion
- Proactively search for opportunities to expand business opportunities with existing clients
- Organize and maintain monthly meetings with the client team
- Streamline opportunities to diminish ambiguities within the portfolio
- Prospect new opportunities to build new client portfolio base
- Alleviate risk associated to bank losses by effectively managing departmental overdraft portfolio
- Cross sell numerous bank products to client base
- Fraud Analyst for Business Banking for the Northeast region
- Initiated follow-up phone calls to sellers concerning resolved issues to enhance platform experience.
- Assisted in achieving sales targets through effective coordination with the sales team.
- Strengthened client relationships, promptly addressing concerns and inquiries.
- Enhanced team productivity by streamlining sales support processes and procedures.
- Successfully managed multiple projects simultaneously while maintaining attention to detail throughout all tasks.
- Listened to customer needs and desires to identify and recommend optimal products.
Administrative Assistant II Business Banking
Bank of America
New York, NY
03.2007 - 01.2008
- Arranged event planning for Senior management and clients
- Maintain Executive(s) calendar and expense reporting
- Onboard new associates
- Work with management on power point slides for marketing and clients
- Run top tier sales reports for Market Executives
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Learned and adapted quickly to new technology and software applications.
- Developed and maintained courteous and effective working relationships.
Office Manager/Human Resource Coordinator
John Hancock Financial Network
New York, NY
06.2003 - 03.2007
- Manager a staff of 377
- Responsible for upgrades, technical support for 377 staff members
- Manage ADP payroll for 377 employees via ADP system
- Manage Life and LongTerm Insurance process
- Responsible for Profit and Loss transactions
- Reconcile accounts payable accounts
- Payout invoices to vendors
- Payout Agent/Broker commissions and overrides, based on contract percentage
- Handle all financial transactions
- Continue to keep a good communication with vendors to get more clientele
- Reconciliation of bank accounts and payments
- Process all payments in a timely manner
- Cover all HR policies and procedures for all employees
- Complete entrance and exit of new and existing employees
- Ensure compliance with Federal and State regulations
- Implemented a system to successfully manage accounts payable and receivable transactions via
- Quickbooks and Bill.com systems
- Prepare monthly reports for Management via QuickBooks
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Education
Business/Medical Technology, Business Management
John Adams High School
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Marymount Manhattan College
Skills
- Advanced in
- Microsoft Excel, Microsoft Word, Power Point, Microsoft Outlook, Microsoft Note, ADP, ACT , QuickBooks, Navigator, E request, Concur, Peoplesoft, CSA, Care Manager, Instamed, Aim Specialty Health system, ESD, Health X, Amisys, Rev Runner, Ahiqua, Star Navigator, SCI E2 system, Billcom
Teamwork and Collaboration
Product Vision and Strategy
Critical Thinking
Interpersonal Communication
Timeline Management
Strategic Planning
Project Management
Documentation Management
Effective Organization
Troubleshooting and QA
Technical Support
Staff Management
Financial Management
Business Planning
Database Management Systems
Progress Monitoring
Customer Empathy
Google Workspace
Remote Work
Product issue resolution
Customer Relationship Management (CRM)
Work Preference
Work Type
Full TimeLocation Preference
RemoteOn-SiteHybridImportant To Me
Career advancementWork-life balanceCompany CultureWork from home optionHealthcare benefitsPaid time offTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingTimeline
Product Manager
Brevard Robotics
09.2018 - Current
Patient Business Specialist I
Health First Health Plans
10.2015 - 08.2018
Business Banking - Sales Support Associate
Bank of America
01.2008 - 11.2014
Administrative Assistant II Business Banking
Bank of America
03.2007 - 01.2008
Office Manager/Human Resource Coordinator
John Hancock Financial Network
06.2003 - 03.2007
Business/Medical Technology, Business Management
John Adams High School
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Marymount Manhattan College
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