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Daniel Ho is a Financial Services Consultant at Verity Credit Union.
Verity Credit Union
View- Website:
- veritycu.com
- Employees:
- 124
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Financial Services ConsultantVerity Credit UnionHong Kong -
Class Therapist IAutism Partnership Foundation Hong Kong Sep 2024 - Present -
Behavior SpecialistCenter For Social Dynamics Dec 2023 - Jul 2024Alameda, Ca, Us -
Member Consultant IVerity Credit Union Jul 2023 - Dec 2023Seattle, Wa, UsValue our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions Resolve member issues; emotionally and operationally, while adhering to Verity’s policies and procedures Originate, process, and fund consumer loans including credit cards, lines of credit, and auto loans Originate deposit accounts including checking, savings, money market, and certificates of deposit Collaborate with your team to achieve sales, service and community goals Performs other job-related duties as assigned Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions Resolve member issues; emotionally and operationally, while adhering to Verity’s policies and procedures Originate, process, and fund consumer loans including credit cards, lines of credit, and auto loans Originate deposit accounts including checking, savings, money market, and certificates of deposit Collaborate with your team to achieve sales, service and community goals Performs other job-related duties as assigned -
Research AssistantUniversity Of Washington Jan 2022 - Jun 2023Seattle, Wa, Us• Provide ready access to all experimental data for the faculty researcher and /or supervisor. • Prepare findings for publication and assist in laboratory analysis, quality control, or data management. • Assist with preparation of all educational and training workshops and evaluation strategies.• Strong and proactive communication with students, faculty members and other staff members. • Develop assessment and evaluation tools (Trello & Evernote) -
Education MentorUniversity Of Washington Sep 2021 - Jun 2023Seattle, Wa, UsProvide guidance, support, and feedback to their mentees. They can serve as role models, teachers, counselors, advisors, sponsors, advocates and allies.Help the new teachers improve their planning, instruction, and content knowledgeProvide emotional support during this challenging phase of a teacher's career.Help students overcome barriers that are preventing them form reaching their full potential.Analyze students's strengths and weakness and implement strategies to address those difficulties. -
Retail SpecialistFed City May 2021 - Aug 2022Identify internal procedures that adversely affect customer satisfaction and work with internal areas to build consensus and to accomplish improvements.Track daily trading activity in proprietary CRM in a high volume environment while confirming that all trades are match for settlement.Create PowerPoint presentations to aid in WebEx training.Respond to client inquiries via telephone and Internet.Create PowerPoint for training and prepare documents for new hires.Assist end users with internet browser compatibility questions with the company product.Direct responsibilities include cooking/texturizing individual meals, bathing, and oral hygiene - CPR, first-aid, and CAIT certifyAct as first level resource for CCS who need assistance can be either to local team or a remote CCS location/team.Deliver windows and in-store marketing programs seasonally.Maintain customer engagement data integrity within NetSuite CRM.Work with programmers troubleshooting issues in administrative, email and order processing systemAssist automotive dealerships with relaying confidential information via fax and/or email to clients.Coordinate client account compliance requirements, which includes money laundering prevention and fix income guideline monitoring.
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Office AssistantAtago U.S.A., Inc. Dec 2019 - Feb 2020Bellevue, Washington, UsCross functional collaboration with Marketing and Retail Team to consolidate and maintain financial transactions by establishing accounts, posting transactions, racking daily expenses via Excel· Develop procedures to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures which become the blueprint of standardized bookkeeping procedures· Serve as the point of escalation for all operations-related questions from clients; successfully provide short-term solutions to clients and escalate issues to management for long-term solutions· Act as the point of contact among executives, employees, clients and other external partners; responsibilities include taking meeting minutes, office supply management and executive announcement· Assist in daily operation of executives, including workload control, calendar management, staff attendance via Outlook and JIRA· Maintain and assist in daily logistics operations, which include shipment arrangement, packaging and shipment details documentations
Daniel Ho Education Details
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University Of WashingtonSociology -
Pierce College At Fort SteilacoomGeneral
Frequently Asked Questions about Daniel Ho
What company does Daniel Ho work for?
Daniel Ho works for Verity Credit Union
What is Daniel Ho's role at the current company?
Daniel Ho's current role is Financial Services Consultant.
What is Daniel Ho's email address?
Daniel Ho's email address is dh****@****ton.edu
What schools did Daniel Ho attend?
Daniel Ho attended University Of Washington, Pierce College At Fort Steilacoom.
Who are Daniel Ho's colleagues?
Daniel Ho's colleagues are Paul Mcjannet, Alexandrea Goff, Matias Rojas, Montel Smith, Pete Spalding, Cy Hanson, Lien Nguyen, Mba.
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