EDISON HONG

acum0c@r.postjobfree.com Mobile: 816-***-****

***** * **** *** *** 10 Overland Park KS, 66214

EDUCATION

University of Missouri - Kansas City

May 2015

Bachelor of Business Administration (BBA), Entrepreneurship

Metropolitan Community College-Longview

Associate’s Degree, Business

December 2012

CERTIFICATIONS

Bloch School Entrepreneurship Certificate of Achievement

UMKC

EXPERIENCE

PNC – Midland Loan Services 11/2015 - Present

Loan Support Analyst – Portfolio Group

Responsible to provide commercial/whole business loan administration services to a defined set of borrowers and clients. Serve as a liaison between the borrower and client when indicated by the servicing requirements and/or coordinate servicing activities relating to loans and portfolios. Act as a day to day servicing contact for borrowers and clients, providing payment, tax, insurance, reserve and Letters of Credit oversight, review of payoff quotes and late charge waive requests, collections, and ARM/Accrual support activities. Serve as an auditor for whole business loans - record, reconcile, and post weekly and quarterly reports, and resolve any discrepancies by reaching out to each lender accordingly. Responsible for research new lines of loans, ensuring each loans are set up according to each loan agreements.

State Street Alternative Investment Solution 05/2015 – 10/2015

Alternative Investment Custody Specialist

Provide Custodial service to institutional investors in Hedge funds. Support and assist Client Operations and other operational Shared Service teams/COE’s by monitoring and processing custody related events to the fund’s records accurately and timely. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to global clients. Support and assist the client and their designated investment managers with operational services on their custody portfolios. Verifies all required reporting for accuracy, thoroughness and legibility prior to submission.

DST Systems 03/2012 – 05/2015

Senior Mutual Fund/Corporate Securities Representative - Quality Control

Ensure processed work items are finalized according to SEC regulation and specified client rules for both Mutual Fund and Real Estate Investment Trust Fund. Assist offshore and outsourced associates in decision making and provide clarification on received legal/financial requests. Quality checking processed financial items and assigning passing/failing, and correct failed items to meet its criteria by applying critical and logical thinking based on each scenarios. Consistently acquiring industrial knowledge and company system work types in Mutual Fund and Real Estate Investment Trust by peer-to-peer training and participating in classes provided by DST, hence implementing skills learned in order to apply to different client rules.

Mutual Fund Representative - State Farm/Thrivent Financial for Lutherans

Provide direct correspondence services to multiple clients with specified rules via mail, email, telephone with shareholders, third-party entities, institutions, broker/dealer operations, client fund/stock groups, and legal entities. Address and manage incoming communication to ascertain the nature of clients' concerns and to determine disposition of correspondence. Present clear and concise explanations of governing rules and regulations accordingly.

Real Estate Investment Trust (Alternative Investment) – Representative

Ensured the suitability were met based on client specifics prior to acceptance and produced high speed data-entry to set up new Alternative Investment accounts for Cole, and Franklin Square. Complete financial requests received from shareholders, third-party entities, broker/dealer operations, or client fund/stock groups in a deadline-driven atmosphere.

Mutual Fund Representative - DWS/Deutsche Asset & Wealth Management

Responsible for handling financial transactions with/without the requirement of Medallion Signature Guarantee. Research, resolve, and/or respond to such queries in either written or oral means. Act as a liaison between clients, financial advisers, legal entities and processing team to finalize each case.

Promote to Triage/Contact Team. Accountable for timely project completion as assigned by Unit Managers. Manage legal cases and conduct outbound calls regarding various topics to shareholders, third party entities, broker/dealer operations, client fund/stock groups, legal entities regarding legal issues, items in NIGO (Not In Good Order) statuses, and erroneous transaction on either party.

LANGUAGES

English (Native or bilingual proficiency)

Chinese - Mandarin (Native or bilingual proficiency)

Taiwanese (Native or bilingual proficiency)

Chinese - Cantonese (Professional working proficiency)

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