Tanner Wong

Experience

• 

  Bank of Hawaii

  Sept 2020 - Jun 2021

  Student Assistant - Consumer Collections

  • Made outbound and received inbound collection calls • Offered and informed eligible customers on the bank’s financial hardship assistance programs • Assisted with preparing loan modifications, such as deferrals and change in terms on loans • Expected to follow and keep up with assigned deadlines• Maintain a high level of customer service

• 

  Noods Ramen Bar

  Dec 2021 - Dec 2022

  Kitchen Help

  • Prepare dishes before being served • Minimal food prep • Maintain a clean and organized kitchen

• 

  American Marketing Association UH Mānoa

  Sept 2022 - May 2023

  • Coordinated fundraising events for the American Marketing Association at UH Manoa • Raised money through various fundraising methods • Incorporated creative strategies to maximize interest and participation in fundraising events

  • Vice President of Fundraising

    Jan 2023 - May 2023

  • Active Member

    Sept 2022 - May 2023
• 

  Northwestern Mutual

  Jan 2023 - Apr 2023

  Financial Representative Intern
• 

  CODA FINANCIAL GROUP INC

  May 2023 - now

  • Advisor pre- and post-appointment assistance • Advisor correspondence, communication, and updates • Provide general information and service; respond and resolve client requests • Assist in data collection, with the analysis of proposed plans and plan implementation • Contact current client base to confirm review meetings and prepare meeting materials • Following established systems to run the office efficiently, in a highly organized, detail-oriented manner• Send information to agencies and organizations that provide support services and follow-up on results• Prepare outgoing email and regular mail correspondence; send out packets and respond to e-mails to keep communication with clients and prospects current Show less

  • Registered Assistant

    Jul 2023 - now

  • Intern/Non-Registered Assistant

    May 2023 - Jul 2023