Open to opportunities

Phillip Oh

@phillipoh

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Strategic finance professional with a passion for impactful solutions.

United States

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What I'm looking for

I am seeking a role that allows me to leverage my finance expertise and drive positive impact within a dynamic team.

I am a strategic and results-driven finance professional with a strong background in leading high-performing teams and driving measurable impact in fast-paced environments. My experience as a Mortgage Banker has equipped me with the skills to manage and process loan applications effectively, ensuring compliance with regulatory standards while providing exceptional customer service. I thrive on helping clients achieve their financial objectives through in-depth knowledge of financial products and lending practices.

Prior to my role in finance, I served as a Civil Affairs Specialist in the US Army, where I gathered and analyzed actionable intelligence to support strategic decision-making. This experience honed my ability to engage with diverse stakeholders and adapt to various operational settings, fostering trust and collaboration. Additionally, my tenure as an Operations Manager in the custom clothing industry allowed me to redesign workflows, manage budgets, and negotiate contracts, leading to significant cost reductions and improved operational efficiency.

Experience

Work history, roles, and key accomplishments

Current

Mortgage Banker, Loan Officer Associate

Current

Clico

Oct 2019 - Present (5 years 8 months)

Assisted loan officers in managing and processing loan applications, ensuring compliance with regulatory and organizational standards. Reviewed financial documents and prepared accurate reports to support loan approvals, while maintaining detailed client records and providing exceptional customer service.

Loan Processing Financial Analysis Regulatory Compliance Customer Service Financial Products

Civil Affairs Specialist

US Army

Nov 2018 - Present (6 years 7 months)

Gathered, analyzed, and presented actionable intelligence on socio-economic conditions, enabling informed strategic decisions. Conducted in-depth assessments to design and implement solutions, engaging with military leaders, local officials, and NGOs to build relationships and ensure project success in culturally diverse environments.

Data Analysis Strategic Planning Stakeholder Engagement Project Management Negotiation

Operations Manager

Custom Clothing NY

May 2013 - Present (12 years 1 month)

Spearheaded the redesign of production workflows, resulting in improved turnaround times and cost reductions. Managed budget allocation and negotiated contracts with suppliers, achieving affordable products without compromising quality, and developed SOPs to standardize workflows and reduce error rates.

Operations Management Workflow Optimization Budget Management Contract Negotiation Supplier Management SOP Development

Education

Degrees, certifications, and relevant coursework

Laguardia Community College

Associate of Science, Business Administration

Completed an associate's degree focusing on core business principles and administrative practices. Gained essential knowledge in areas such as management, marketing, and accounting, preparing for further academic or professional pursuits.

Baruch College

Bachelor of Science, Finance

Pursued a comprehensive curriculum in finance, gaining foundational knowledge in financial markets, corporate finance, and investment strategies. Developed analytical skills essential for financial decision-making and strategic planning.