Spencer Wong
Loans Officer, ARBE T3, 4 & 6 Loans [Loan underwriter] @ NYCERS
About
I am a Financial Engineering graduate with over five years of professional experience in financial data analysis and client service. In all my positions, I have demonstrated that I am a fast learner with the ability to approach and resolve obstacles with exceptional problem solving skills. I have experience in basic trading and use of the Bloomberg Terminal with BMC certification. I am currently seeking a data analyst/financial advisory role to support businesses or individual clients with analyzing financial information to make sound management and investment decisions. I am currently completing my CFA.
United States
New York
Financial Services
Presentations, Critical Thinking, Financial Analysis, Financial Data Analysis, Sales, Tableau, Time Management, Reporting, Mentoring, Communication, SQL, Statistical Data Analysis, IBM SPSS, Python (Programming Language), ArcGIS Products, Data Analysis, VBA Excel, Bloomberg Terminal, C#, C++
Experience
Loans Officer, ARBE T3, 4 & 6 Loans [Loan underwriter]
NYCERS
● Analyzing and Approving Loan Eligibility ● Prepare and Process Loan Revisions ● Process Cancellation Consolidation
Business Analyst
Kairos Networks Corp
● Recommending, acquiring, and set up computer systems, servers, and networks for small businesses. ● Using excel create a monitor system for company’s revolving loan.
Employee
Nathan’s Soup and Salads
United States
● Cashier and food preparer. ● Opened and closed store. ● Managed Inventory. ● Mentored junior employees.
Junior Researcher
Dreve America
● Optimization testing of diaelectric and mechanical properties of resin. ● Comparing variable change between different initator systems in resin during cure process. ● Created datasheets in excel and presented data with powerpoint. ● Was responsible for monthly data presentations for team.
Financial Analyst Intern
Volaris Capital Management
United States
● C# and C++ Programmer ● Basic data analyics and orginization using VBA in Excel ● Researched and collected data from Bloomberg Terminal ● Created monthly client presentations
Employee
Changing The Present
United States
● Worked in the social media department promoting the company through managed twitter accounts.
Research Intern
University of South Florida
United States
● Conducted research on freight route choice variability and driver decisions. ● Data analysis and aggregation. ● Simple python programing to automate monthly data updates.
Research Intern
University of South Florida
United States
● Conducted research on freight route optimization and trip time analysis. ● Data analysis and collection.
Education
Rochester Institute of Technology
Financial Engineering
Started in Mechanical Engineering and made the switch to combine the engineering mindset to finance, entrepreneurship and business. Studies dealing mostly in risk management, securities, and analysis. Key Coursework Completed - Financial Economics (Risk) | Financial Management 1 & 2 | Intermediate Investments | Differential Equations | Game Theory w/ Economic Applications | Statistics | Financial Accounting | Market Trends Capstone
Bronx High School of Science
Spencer Wong's Contact Information
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