Summary
Overview
Work History
Education
Skills
Timeline
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ALEXIS TRAN

ALEXIS TRAN

Sydney,NSW

Summary

Relationship-focused banking and lending specialist with experience in private wealth management, mortgage support, and home loan origination. Passionate about delivering exceptional client experiences and supporting bankers with portfolio growth and asset management. Skilled at using digital platforms, managing client relationships, and working collaboratively across teams to achieve business objectives.

Overview

11
11
years of professional experience

Work History

Direct Outbound Home Loan Specialist

NAB
01.2023 - Current
  • - Advise customers on refinancing, debt consolidation, and investment lending solutions tailored to their financial goals.
  • - Conduct serviceability assessments, ensuring compliance with ASIC and NCCP lending obligations.
  • - Proactively contact customers to identify opportunities for loan restructures and cross-selling of NAB banking products.
  • - Collaborate closely with credit assessors, settlement teams, and bankers to deliver seamless lending experiences.
  • - Consistently exceed KPIs for conversion rates, customer satisfaction, and portfolio retention.

Mortgage Support Officer

NAB
01.2022 - 01.2023
  • - Supported home lending specialists by preparing loan applications, verifying supporting documents, and liaising with internal credit assessors.
  • - Managed client communication and provided first-point resolution for application queries and settlement timelines.
  • - Delivered high levels of digital platform support using NAB’s internal systems, Siebel, and Ebobs.
  • - Ensured all applications adhered to NAB policy, responsible lending obligations, and compliance frameworks.

Relationship Associate – Private Wealth Management

Citibank
01.2021 - 01.2022
  • - Partnered with private bankers to manage high-net-worth client portfolios, supporting investment strategies, cashflow planning, and cross-border transactions.
  • - Prepared portfolio reports, client-ready presentations, and asset summaries to support relationship managers.
  • - Coordinated account openings, documentation, and onboarding to ensure seamless customer experiences.
  • - Assisted in developing client-tailored lending and wealth solutions while maintaining compliance with internal and regulatory standards.

Office Administration / Immigration Support Officer

DN&NT International Student Services
02.2017 - 09.2018
  • - Managed end-to-end visa and university admission processes, assisting clients with documentation and compliance for Australian migration and education pathways.
  • - Provided tailored customer support by liaising with universities, government departments, and clients to ensure smooth processing.
  • - Prepared financial estimates, converted international currencies, and reviewed fee structures to guide students on settlement costs.
  • - Developed strong client servicing skills through regular case updates, document tracking, and problem resolution.

Public Relations & Customer Service Intern

Ogilvy Vietnam
06.2014 - 10.2014
  • - Supported PR and marketing campaigns for global clients, developing digital content and managing social media communications.
  • - Assisted with event planning, client reporting, and promotional campaigns to increase brand visibility and customer engagement.
  • - Delivered customer-focused communications by responding to queries and coordinating with internal teams to resolve complex issues.

Education

Master of Professional Accounting - Advanced

Torrens University
01.2019

Bachelor of International Business - Marketing

Kymenlaakso UAS
01.2016

Skills

  • Relationship & Portfolio Management
  • Customer Service & First-Point Resolution
  • Digital Platform Knowledge (Siebel, Ebobs, NAB Systems)
  • Home Loan Origination & Credit Assessment
  • Private Wealth & Investment Solutions
  • Regulatory Compliance (ASIC, NCCP, AML/CTF)
  • Financial Analysis & Lending Strategies
  • Cross-functional Stakeholder Collaboration

Timeline

Direct Outbound Home Loan Specialist

NAB
01.2023 - Current

Mortgage Support Officer

NAB
01.2022 - 01.2023

Relationship Associate – Private Wealth Management

Citibank
01.2021 - 01.2022

Office Administration / Immigration Support Officer

DN&NT International Student Services
02.2017 - 09.2018

Public Relations & Customer Service Intern

Ogilvy Vietnam
06.2014 - 10.2014

Bachelor of International Business - Marketing

Kymenlaakso UAS

Master of Professional Accounting - Advanced

Torrens University

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ALEXIS TRAN