Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Akul Malkotia

Melbourne,VIC

Summary

A committed student eager to leverage exceptional communication and interpersonal skills in a professional setting. Possesses experience in data entry and money handling. Capable of quickly memorizing product details, and fostering strong customer relationships. Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.

Overview

9
9
years of professional experience

Work History

Mortgage Broker/Front Office Administrator

Wizwealth Finance
Truganina, VIC
07.2024 - Current
  • Ensured compliance with state and federal laws governing mortgage lending operations.
  • Reviewed existing policies, procedures and regulations related to mortgage lending industry.
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Presented and processed client loan documents and verified comprehension of essential language.
  • Acquired new customers, counseled clients, and identified purchasing needs to deliver relevant real estate investments.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Completed day-to-day duties accurately and efficiently.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Accounts Payable Officer

Celebrations
Bacchus Marsh, Victoria
02.2023 - 01.2024
  • Responsible for Invoice, Credit Notes & Expense Processing and timely payments
  • Coordination with site related to supporting documents
  • Control sheet maintenance/monitoring for all business units
  • Will provide support, to the various accounts payable activities in all locations
  • Keeping track of all payments and expenditures, purchase orders, invoices, statements, etc
  • Reconciling processed work by verifying entries and comparing system reports to balances Maintaining historical records
  • Continuing to improve the payment process
  • Handle AP Mailbox

Retail Assistant

Edge Clothing
Vic
03.2022 - 01.2024
  • Demonstrated ability to work both independently and as part of a team in a fast-paced environment
  • Developed excellent customer service skills, including providing advice on product selection to customers
  • Displayed strong organizational skills, ensuring store displays were neat and orderly at all times
  • Engaged customers in friendly and professional dialogue about product needs
  • Operated cash registers to process customer transactions
  • Completed daily store opening and closing tasks

Retail Assistant

Universal Store
Vic
11.2021 - 02.2022
  • Promoted sales by setting up displays and organizing and arranging merchandise
  • Encouraged customers to sign up for store loyalty programs
  • Attended weekly meetings with management to discuss goals, objectives and strategies for improving sales performance
  • Opened and closed cash registers, balanced cash drawers, and made deposits

Customer Service

Myer
Vic
06.2019 - 11.2021
  • Worked with coworkers to complete tasks
  • Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
  • Responded quickly to meet customer needs and resolve problems
  • Committed to delivering excellent customer service while working in a fast-paced environment
  • Focused on learning new skills and staying updated with industry changes

Volunteer

MSAC (Melbourne Sports Aquatic Centre)
Vic
01.2016 - 12.2017
  • Grew ability to work independently while completing assigned tasks without direct supervision
  • Observed rules and safety regulations of organization while carrying out assigned tasks
  • Developed strong communication skills while providing customer service to visitors at the volunteer center
  • Gained experience in data entry and record-keeping during my time as a volunteer

Education

Bachelor of Commerce - Accounting

Australian Catholic University
Fitzroy
04-2025

Certificate IV In Finance And Mortgage Broking - Finance

Achievement Institute Australia
Victoria
05-2024

High School Diploma -

Thomas Carr College
Tarneit, VIC
11.2021

Skills

  • Strong ability to work with team
  • Highly developed communication skills
  • Customer Service
  • POS System Operation
  • POS Systems
  • Cash Register Operation
  • Customer Assistance
  • Cash Handling Accuracy
  • Payment Processing
  • Patience and empathy
  • Decision-making abilities
  • Attention to detail
  • XERO
  • MYOB
  • Oracle
  • Kofax
  • Drafting [document]
  • Proficient computer skills
  • Client service
  • Documentation and reporting
  • Professional presentation
  • Efficient time management
  • Advanced math skills
  • Detail-oriented approach

Accomplishments

  • Peer Support leader, 2018, Supporting and assisting year 7 students to settle in Middle school. Also provide support to any other student in school who finds it hard to ease into school life.
  • Social Justice Captain, 2017, I was one of four social justice captain in school and support and provide help to school students and local community about how we can help and support other who are less fortunate.
  • College Ambassador, 2016, Represented school in many events and conducted school tours for parents.
  • House Captain, 2015, Assisted Grade prep to settle in the school environment and support them in learning new words and letter.
  • Peer Support leader, 2020, Supported and assisted new year 7s and other students who were finding it hard during Covid and provided help with check ups and just talking and providing advice.

References

References available upon request

Timeline

Mortgage Broker/Front Office Administrator

Wizwealth Finance
07.2024 - Current

Accounts Payable Officer

Celebrations
02.2023 - 01.2024

Retail Assistant

Edge Clothing
03.2022 - 01.2024

Retail Assistant

Universal Store
11.2021 - 02.2022

Customer Service

Myer
06.2019 - 11.2021

Volunteer

MSAC (Melbourne Sports Aquatic Centre)
01.2016 - 12.2017

Bachelor of Commerce - Accounting

Australian Catholic University

Certificate IV In Finance And Mortgage Broking - Finance

Achievement Institute Australia

High School Diploma -

Thomas Carr College
Akul Malkotia