ANNA NGUYEN
WENTWORTH POINT,NSW
Summary
Experienced Partial Discharge Officer with over 10 years of expertise in the finance industry, focusing on loan variations. Holding a Certificate IV in Finance and Mortgage Broking, I am keen to apply my knowledge and skills to the Mortgage Support Team. With a strong background in managing financial transactions and ensuring regulatory compliance, I am adept at assisting clients in navigating loan variations effectively. Seeking a role where I can leverage my experience and certification to contribute to a dynamic financial services team's success.
Overview
27
27
years of professional experience
Work History
Partial Discharge Officer
Unisys Pty Ltd – RAMS Home Loans
Rhodes, NSW
10.2021 - Current
- Accountable that all applications are logged and processed with agreed service levels, including finalizing applications in Fynix, Solace and SRAP
- Review applications to ensure that all information and supporting documentation has been supplied and is correct
- Ordering and reviewing valuations as required
- Responding to email and phone enquires from client, third parties and franchisees within service standards
- Completing required partial discharge calculations, in line with LVR, LMI and submit to Credit for review
- Manage all allocated files within the agreed service levels as directed by the Team Manager
- Ensure all applications are handled accurately and within quality targets set by the Team Manager.
Managing Director (Self Employed)
She Me Pty Ltd
CABRAMATTA, NSW
09.2008 - Current
- To lead, coach, delegate and monitor National Managers (NSW, VIC & WA) on proper procedures, best practices and policies
- To maintain consistency in standards and services
- To develop training modules for both face to face and online courses
- To formulate and successfully implement company policies
- To direct strategies towards the profitability growth and operation of the company
- To develop strategic operating plans that reflect the longer-term objectives and priorities
- To maintain the operational performance of the company
- To represent the company to major customers and professional associations
- To build and maintain an effective team.
- Directed strategic planning to develop and implement corporate goals, objectives, policies, and procedures.
- Developed action plans to ensure that all organizational objectives are met in a timely manner.
- Oversaw day-to-day operations of the company while coordinating with staff members.
- Established performance standards and monitored progress towards achieving them.
Support Worker
Community Health Group
Sydney
04.2023 - Current
- Assisted clients with activities of daily living such as eating, dressing, and grooming.
- Provided emotional support to individuals with physical or mental disabilities.
- Monitored client progress and reported any changes in behavior or health conditions to supervisor.
- Organized recreational and educational activities for clients according to individual needs.
- Collaborated with other professionals to develop treatment plans for clients.
- Developed strategies to help individuals cope with their disability.
- Encouraged independence by teaching skills needed for everyday life.
- Transported clients to appointments, social events, and other activities as needed.
- Instructed clients on proper use of adaptive equipment such as wheelchairs and walkers.
- Maintained records of services provided, client progress, and goals achieved.
- Communicated regularly with families of disabled individuals regarding care plans and updates.
- Conducted assessments of client abilities and needs to create individualized care plans.
- Helped disabled persons access community resources such as housing options or job training programs.
Employment Consultant
APM - VIC
Ringwood, VIC
03.2018 - 01.2019
- To monitor jobseeker’s attendance at appointments and participation in activities such as employment, education, training and work experience
- To review jobseekers progress towards overcoming identified vocational and non-vocational barriers
- To ensure all jobseeker records, data and contact hours are recorded in both the electronic and hard copy form on company and government information systems
- To ensure the confidentiality and security of records
- To maintain and record reporting statistics on a monthly basis to supervisor
- To negotiate employment opportunities with employers and promote job seekers for vacancies
- To undertake reverse marketing and cold canvassing on behalf of our jobseekers
- To establish and maintain business relationships with key stakeholders
- To participate in individual, team or site meetings, conferences and workshops
- To ensure the safe and secure storage of all files and file notes on customer exit
- To negotiate and resolve any customer complaints with the Employment Services Manager or Team Leader
- To ensure that records of complaints and resolutions are agreed to and maintained on the customer file records
- To advocate on behalf of our jobseekers to employers, service providers, government agencies as required
- To ensure all activities and workplaces take into account any barriers and or disabilities of a jobseekers and are appropriately modified or customised
- To provide tailored individual post placement and on-going support to jobseekers and employers.
Site Manager
ORS Group - VIC
VIC, VIC
06.2017 - 03.2018
- Responsible for the training and development of all staff: skills assessments and individual development plans
- To assist with staff training and site induction programs
- Responsible for the proper management of employee performance and provision of feedback to the Regional Manager about staff performance
- To provide direction, leadership and support in collaboration with the Regional and General Manager
- To address concerns raised by staff in a timely and appropriate manner in line with policies and procedures
- To comply with procedures when managing employee performance reviews, counselling and disciplinary activities
- To provide direction and control for all direct reports
- To assist in workforce planning and recruitment activities in accordance with policies and procedures
- To ensure that management is facilitated and applied in an affirmative and professional manner
- Team building and communication activities
- To endeavours to create and maintain a supportive workplace culture with a positive attitude to management.
Casual Support Worker
Wellways Healthcall - VIC
VIC, VIC
04.2017 - 06.2017
- To support clients to participate in age appropriate activities and tasks including employment, in home support and community access
- To support clients to access activities and outings in the community
- To provide direct care assistance to each client in accordance with their service plan and as directed by the Manager
- To work in accordance with the medication administration policy, work health and safety procedures and client right’s policies including privacy and confidentiality
- To monitor the safety and well-being of the clients and report any concerns to the Manager
- To provide 1:1 or small group training and support in response to individual client needs
- To ensure completion of appropriate documentation
- To participate in the Lifestyle Service Planning process for individual clients and monitor outcomes
- To work with clients, family/ carers, relevant case managers and other professionals to support the client’s individual goals
- To assist in developing, implementing and evaluating training and behaviour programs to attain identified individual goals
- To ensure that all programming undertaken is appropriately maintained, documented and reviewed.
Disability Case Worker
The Junction works - NSW
Sydney, NSW
01.2010 - 08.2012
- To work with clients to identify goals for improvement, which may focus on improved physical, mental, emotional or vocational functioning
- To help disabled individuals get the service they need in order to achieve their goals
- To help disabled individuals get the services they need in order to achieve their goals, as well as provide assistance in procuring the services they need by acting on behalf of the disabled individual
- To interview clients, review health records, and speak with medical and mental health professionals in order to develop a picture of the client’s needs
- To contact the appropriate care providers to initiate a program of care
- To continually review the care received to ensure the level of care is appropriate
- To adjust care plans to better address the client’s needs
- To determine eligibility claims for services, review and process disability requests, and evaluate the progress of a client with respect to a specific service, such as physical therapy or mental health care.
Social Educator
Ability Options - NSW
Sydney, NSW
12.2009 - 12.2010
- To actively support independence for clients, in all areas of life
- To provide personal care and domestic support
- To manage challenging behaviours and mental health issues
- To managing complex health issues
- To support clients around budgeting, shopping, cooking and assisting with community participation
- To assist clients to achieve a meaningful life
- To be respectful of individual differences and have a passion for supporting others to reach their goals
- To implement skills development/ training programs.
Support Worker
The Spastic Centre- NSW
Sydney, NSW
10.2009 - 11.2009
- To provide assistance to individuals with physical, developmental or cognitive disabilities
- To help disabled individuals perform basic hygiene tasks, such as bathing and brushing teeth, in addition to daily living tasks such as cooking, cleaning and doing laundry
- To be responsible for transporting disabled individuals to therapy or doctor appointments
- To take Clients shopping and complete other chores
- To administer medication
- To observe and support behaviour
- To maintain records of client progress
- To assess clients to determine continuing needs
- To assist in building client self-image and self-confidence.
Legal Secretary - Temporary
Crown Solicitor's Office
07.2008 - 05.2009
- Provide secretarial support to Assistant Crown Solicitors & Solicitors
- Amend/update client reports
- Dictaphone
- Amend/ draft Submissions / Contracts / Advice
- Draft & prepare bill letters (interim/final)
- File management
- Update solicitor's daily timesheets
- Trim emails, scan mail, fax and file
- Open and close of files.
Daily / Weekly Temporary Legal Assignments
London Recruitment Agencies - Career Legal, ASA Law
01.2007 - 12.2007
- Draft and amend letters, Dictaphone, follow-up telephone calls to clients, data entry, draft of client bills and calculate stamp duty amounts, basic admin include mail and fax management and receptionist relief.
Legal Data Entry Clerk
Richards Butler (Corporate Litigation Group) – London
08.2006 - 01.2007
- Review, draft, amend, reject, file, print, scan and accurate data input of audit sheets.
Data Entry Bank Officer (temporary contract)
Commonwealth Bank of Australia
01.2005 - 06.2006
- Input of New Personal Loans applications (Internet, Branch & COM see)
- Score applications and send emails of approval to branches
- Meet hourly application stats.
Discharge Officer (Temporary Contract)
ANZ / AUSSIE HOME LOANS- MORTGAGE OPERATIONS
10.2002 - 12.2004
- Prepare full and partial discharges
- Update tracker
- Fax initial payout figures to solicitors/ agent
- Answer discharge enquires
- Type discharge of mortgage forms
- Record discharge settlements on excel
- Provide weekly settlement statistic
- Ensure accounts are fully paid out and closed correctly
- Cancel direct debits prior to settlements
- Attend urgent settlements
- Check Security details and documents
- Prepare cheques and refunds.
Document Preparation Officer (Temporary Contract)
Colonial State Bank - Department: Loan Variations
07.1998 - 07.2000
- Process Home Loan Switches
- Process Miscellaneous Application
- Prepare Documents for partial release of security
- Substitute of Security Documents
- Prepare discharges of Mortgages
- Subdivision of Security
- Consent to Subsequent mortgage
- Consent to Linen Plans of Subdivision
- Regular contacts with Agents and Solicitors.
Education
Certificate IV in Finance And Mortgage Broking
Kaplan Professional
Sydney, NSW11-2023
Skills
- Exceptional communication and Mediation skills, an integral attribute to developing and maintaining effective working relationships with a wide range of people from varying multicultural and social backgrounds
- Valuable team member, with the ability to work unsupervised, exercising initiative and sound judgment when making decisions, possessing a strong work ethic and a desire to contribute new ideas
- Possess a high level of self-motivation, prioritizing and managing time to fulfill duties to an extremely high standard, utilizing available resources to efficiently and effectively complete tasks
- Proved record of identifying and resolving issues, managing key components to facilitate completion of projects within time, budget and contractual requirements
References
- Areeba Emmanual, Unisys Manager, 0402 022 761
- Ashleigh Bucknall - Regional Operations Manager 0477 500 106
- Deepa Golani, APM Regional Manager, 0439 715 327
- Mambwe, ORS Regional Manager, 0498 001 244
- Sean, Business Mentor, 0400 981 733
- Bobbi, The Junction Works Site Manager, 0433 107 636
Accomplishments
- 5 Star Customer Service Award (2009)
- NSW Finalist in Hairstyling (2010)
- NSW Finalist in Makeup (2010)
- NSW Finalist in Beauty Therapy (2010)
- Easy Weddings 5 Star Rating Certificate (2009 - 2024)
Hobbies & Interests
DJ & Music Production
Rock Climber
Cat Rescue
Timeline
Support Worker
Community Health Group
04.2023 - Current
Partial Discharge Officer
Unisys Pty Ltd – RAMS Home Loans
10.2021 - Current
Employment Consultant
APM - VIC
03.2018 - 01.2019
Site Manager
ORS Group - VIC
06.2017 - 03.2018
Casual Support Worker
Wellways Healthcall - VIC
04.2017 - 06.2017
Disability Case Worker
The Junction works - NSW
01.2010 - 08.2012
Social Educator
Ability Options - NSW
12.2009 - 12.2010
Support Worker
The Spastic Centre- NSW
10.2009 - 11.2009
Managing Director (Self Employed)
She Me Pty Ltd
09.2008 - Current
Legal Secretary - Temporary
Crown Solicitor's Office
07.2008 - 05.2009
Daily / Weekly Temporary Legal Assignments
London Recruitment Agencies - Career Legal, ASA Law
01.2007 - 12.2007
Legal Data Entry Clerk
Richards Butler (Corporate Litigation Group) – London
08.2006 - 01.2007
Data Entry Bank Officer (temporary contract)
Commonwealth Bank of Australia
01.2005 - 06.2006
Discharge Officer (Temporary Contract)
ANZ / AUSSIE HOME LOANS- MORTGAGE OPERATIONS
10.2002 - 12.2004
Document Preparation Officer (Temporary Contract)
Colonial State Bank - Department: Loan Variations
07.1998 - 07.2000
Certificate IV in Finance And Mortgage Broking
Kaplan Professional
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