Alexander Wang Email & Phone Number

Long Beach, California, United States

Long Beach, California, United States

Irvine, CA

Manage loan portfolios for private wealth, middle market, business banking and corporate clientele. Ensure financial data is reviewed and tracked in the credit monitoring system. Research loan and financial documentation using the electronic filing repository. Correspond with Credit Executives to coordinate effective portfolio and workflow management..

Buena Park, CA

Deepen customer relationships through advisement of banking needs and creation of accounts including personal, business, credit and trust services. Refer clients to appropriate branch partners for specialized financial services containing mortgage loans and investment management. Recommend accountholders on personalized solutions for effective savings and.

Irvine & Buena Park, CA

Ensure compliance and federal regulations are appropriately met per corporate policies. Verify branch procedures align with the guidelines of the USA PATRIOT ACT and Bank Secrecy Act. Maintain detailed and organized records for internal and external audit exams. Manage the operations of the branch such as supervision of account opening processes, auditing.

Buena Park, CA

Directly assist the Branch Manager and Assistant Branch Manager in day-to-day operations. Prepare for audit accuracy by verifying that company and governmental guidelines are being met. Responsible for task delegation and monitoring of teller performance. Coach and develop new and existing employees. Resolve customer issues.

Buena Park, CA

Brea, CA & Westminster, CA

Controlled store inventory through company’s workstation network (SNC). Audited store prices to ensure accuracy of product costs. Trained and overlooked incoming departmental employees. Planned and scheduled processes for effective time-management each week. Consistently documented inventory counts for up-to-date records. Modified store presentation.