ABIGAIL CAI
Mascot
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Mortgage Support Specialist
WELLSON INVESTMENT PTY LTD
07.2020 - Current
- Working closely with team of mortgage brokers once client’s loan is unconditional.
- Directly with our banking partners and customers post loan approval to co-ordinate issuing and signing of their home loan documents.
- Being direct contact for clients post loan approval to answer any questions they have on their loan approval, signing of loan documents and settlement.
- Dealing directly with banks and clients solicitor partners to assist in co-ordinating settlement.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Developed and implemented marketing campaigns to generate new business opportunities.
Mortgage Support
AUS LINK FINANCE SERVICE PTY LTD
04.2016 - 06.2020
- Making sure that documents are in order before applications are submitted to lenders.
- Help broker to contact banks to make sure that customer’s applications are progressing through queue.
- Making sure that all required documentation is provided to bank for all customers to avoid assessment delays and getting faster approval result.
- Getting in touch with banks solicitors' team to make sure customers file settle on time / settles on desired date.
- Performed research to collect and record industry data.
Accountant
SUBLIME CONSTRUCTIONS PTY LTD
04.2012 - 03.2016
- Handled day-to-day accounting processes to drive financial accuracy.
- Used advanced software to prepare documents, reports, and presentations.
- Provided journal entries and performed accounting on accrual basis.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
Education
Bachelor of Commerce (B.Com.) - FINANCE
University of Canberra
Canberra, ACT11.2011
Skills
- Data Analysis
- Compliance Assessment
- Customer Relationship Management
- Risk Assessment
- Microsoft Office
- Loan Paperwork
Certification
- RG 146
- Certificate IV in Finance and Mortgage Broking
Timeline
Mortgage Support Specialist
WELLSON INVESTMENT PTY LTD
07.2020 - Current
Mortgage Support
AUS LINK FINANCE SERVICE PTY LTD
04.2016 - 06.2020
Accountant
SUBLIME CONSTRUCTIONS PTY LTD
04.2012 - 03.2016
Bachelor of Commerce (B.Com.) - FINANCE
University of Canberra
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