JENNY WONG
Raleigh
Summary
Skilled multitasker with a superior work ethic and good teamwork, problem-solving, and organizational skills. Willing to take on any task to help the team. Reliable and dedicated team player with a hardworking and resourceful approach.
Overview
8
8
years of professional experience
Work History
Financial Institute Specialist
Federal Deposit Insurance Corporation
09.2024 - Current
- Conduct compliance reviews to ensure adherence to consumer protection, fair lending, and CRA regulations.
- Analyze data and prepare reports, presentations, and regulatory documents.
- Identify and report compliance issues to senior examiners.
- Collaborate with teams, financial institutions, and regulatory agencies to address compliance matters.
- Prepare examination reports and performance evaluations.
Licensed Banker
First Citizens Bank
01.2024 - Current
- Proactive outreach to generate appointments for sales conversations sales
- Conversations to understand banking needs and financial goals
- Open deposit accounts and originate loans (including real estate secured loans)
- Identify referrals for wealth, mortgage and business/commercial banking
- Provide financial advice and establish accounts for investment and retirement needs
Teller
Wells Fargo
11.2021 - 08.2022
- Provided operational, transactional, and customer support tasks
- Performed daily risk management
- Received directions from managers and exercised judgment within defined policies and procedures
- Identified information and services to meet customers' financial needs and goals
- Completed highly accurate, high-volume money counts via both manual and machine driven approaches
- Monitored and reported suspicious activity in line with bank security policies
Retail Cashier
Hobby Lobby
03.2021 - 09.2021
- Handled cash, debit, credit and check transactions
- Provided customer services for customers in need
- Provided service in stock/warehouse works including unloading and unpacking goods
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance
- Increased sales by offering advice on purchases and promoting additional products
- Performed end-of-shift cashout operations according to store policies, maintaining accurate counts and receipt records
Team Leader
USMC
01.2017 - 05.2019
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards
- Supervised team members to confirm compliance with set procedures and quality requirements
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service
- Corrected and revised Excel spreadsheets, tables, charts and graphs
- Input data into spreadsheets and databases
- Reviewed files, records and other documents to obtain information to respond to requests
- Coordinated and scheduled meetings and appointments
- Deployed to Korea during a combat exercise Operation Freedom, provided meals for 8000 Marines during extreme cold weather
- Led fellow marines during a field exercise as the patrolling security force, provided safety for 500 Marines during a field exercise, including high-ranking officers
Education
Master of Accounting - Accounting
University of North Carolina Chapel Hill
Chapel Hill, NC12-2026
Bachelor of Arts - Economics
UNC Chapel Hill
Chapel Hill, North Carolina12.2023
Biology -
Fayetteville Technical Community College
Fayetteville, NC12-2021
Skills
- R
- Python
- QuickBooks
- Fraud Detection
- Data Analysis
- GAAP
- Account Reconciliation
- Accounting
- Financial Analysis
- Financial Advising
- Asset Protection
- Regulatory Compliance
- Statistical Techniques
- Market Monitoring
- Statistical Analysis
- Data Analyzation
- Research and Data Collection
- MS Office
Additionalinformation - Languages
Limited Working, Professional Working
Languages
Chinese (Mandarin)
Professional Working
Chinese (Cantonese)
Limited Working
Timeline
Financial Institute Specialist
Federal Deposit Insurance Corporation
09.2024 - Current
Licensed Banker
First Citizens Bank
01.2024 - Current
Teller
Wells Fargo
11.2021 - 08.2022
Retail Cashier
Hobby Lobby
03.2021 - 09.2021
Team Leader
USMC
01.2017 - 05.2019
Bachelor of Arts - Economics
UNC Chapel Hill
Master of Accounting - Accounting
University of North Carolina Chapel Hill
Biology -
Fayetteville Technical Community College
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