Mong Yang Email & Phone Number

Kirkland, WA, US

United States

• Supported the migration of 13 Funding Programs and collaborated with multiple Program Owners to ensure a seamless customer experience by identifying blockers and providing solutions to streamline processes
• Assumed responsibility of management’s report capturing outstanding funding requests, optimizing the process by 50% while condensing the SOP from 3 pages to 20 steps
• Identified data then developed and improved management reports capturing team KPIs including: processed requests, funding request SLA, outstanding POs, as well as various ad-hoc compliance reports
• Collaborated with Finance Management to complete processing audit to ensure payments were billed against the correct allocated Program budgets
• Worked directly with the Business Intelligence team to dive into data validation to ensure data hygiene for the creation of team dashboards in AWS Quicksight

Madison, Wisconsin, United States

• Provided market value, cost basis, and transactions history to advisors by employing SAP Business Objects
• Utilized SAP Business Objects, Tamarac Reporting, and Microsoft Access throughout systems migration to complete comprehensive data validation
• Learned new system processes by exploring NetX360 in order to outline new workflow and needs used to help train back-office staff

Madison, Wisconsin, United States

• Chartered new account onboarding workflow upon the inception of the Middle Office to increase client onboarding effeciency
• Created and strengthened trust by ensuring effective working relationships with internal associates as well as external clients through transparent cross-functional communication
• Actively managed inherent risks by adhering to policies and procedures as well as regulatory and statutory requirements by exercising sound judgment
• Applied critical analytics and rigor through User Acceptance Testing to ensure a smooth systems migration
• Developed a 2-month training timetable to leverage the strengths of 2 new hires to promote success internal onboarding

Middleton, Wisconsin

• Designed and advanced training of DocuSign for 78 front office associates to effectively reduce the turnaround for processing paperwork
• Consolidated operations procedures through the introduction of OneNote promoting a revamp of outdated documents and training
• Cross Examined and streamlined quarterly fee reconciliation to provide in depth documentation for Auditors and Finance, recouping over $68,000 in outstanding fees

Middleton, WI

• Actively performed root cause analysis to spear-head network and systems breakdowns to reduce trouble ticket turnaround by 65% in the last quarter
• Pioneered and applied a process improvement framework involving structured data collection, design and user acceptance testing to increase revenue generation and daily operations by 85%
• Compiled sales metrics using pivot tables and VLOOKUP for clients while developing reporting enhancements for customer information databases
• Improved on-boarding and internal transfer process by cross-function collaboration with payroll, HR, and Employee benefits
• Collected and accurately reported monthly production hours of 120 associates, revamping invoicing by 55%

8401 Greenway Blvd Middleton, WI 53562

• Handled confidential information to track customer needs and interactions
• Developed product knowledge base for revenue generation

7974 UW Health Court Middleton, WI 53562

• Actively reviewed pharmaceutical Patient Assistance Programs as an advocate to ensure enrollment for eligible patients
• Recommended local resources and social services while developing knowledge base
• Regulated updates to patients’ medical records and PHI in EPIC CRM database

800 W Main St Whitewater, WI 53190

• Trained and managed six camp staff on program policy
• Coordinated College Enrichment Tour to broaden students’ understanding of higher education and personal potential, successfully keeping costs under a $32,000 budget
• Supervised daily activities, adapting scheduled events as necessary to ensure a conducive environment for academic and personal growth of 68 students