Summary
Overview
Work History
Education
Skills
References
Timeline
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Calvin Chong

Thornlands,Brisbane

Summary

Dynamic team player with extensive experience in the banking and financial services sector across reputable financial institutions in New Zealand. Skilled home loan officer committed to delivering top-notch service to clients in their journey to secure suitable loans. Proficient in conducting comprehensive financial assessments to guide clients towards optimal loan choices that align with their financial goals and lifestyle preferences.

Overview

15
15
years of professional experience

Work History

Administrator & Technician

Auckland University of Technology
Auckland
01.2019 - 01.2023
  • Responsible for office operations and provided extensive administrative support to faculty and students
  • Coordinated meetings, managed correspondence, and maintained accurate office records
  • Assisted in the planning and execution of university events
  • Contributed to the development and refinement of administrative policies and procedures

Exam Supervisor

Cliftons Venue
Auckland
01.2017 - 01.2019
  • Supervised and coordinated the administration of exams, ensuring a secure and efficient testing environment
  • Managed exam materials and ensured compliance with exam regulations and procedures
  • Addressed and resolved any issues or discrepancies promptly during the examination process
  • Provided leadership, support, and guidance to exam invigilators while also addressing concerns raised by candidates
  • Collaborated effectively with key stakeholders to facilitate seamless exam sessions and the meticulous collection of exam materials

Broker Relationship Manager

Westpac Bank
Auckland
01.2008 - 01.2017
  • Developed an expanded a portfolio of financial products, leading to an additional 200% increase in revenue for the bank
  • Conducted in-depth analyses of customer financial data, significantly boosting loan approval rates through precise eligibility assessments
  • Generated and presented incisive financial reports to senior management, offering strategic insights into the bank's operational performance and strategy
  • Demonstrated outstanding leadership by managing a team, fostering an environment of collaboration and driving team success

Education

Bachelor of Science -

Bogor University

Certified Financial Planner

Skills

  • Team work: working well with others and contributing to a group effort
  • Communication: ability to clearly express ideas and effectively listen to others
  • Problem-solving: able to find solutions to challenges and think critically
  • Leadership: ability to inspire and guide others towards achieving a goal
  • Adaptability: capacity to adjust to new conditions and learn quickly
  • Time management: efficiently managing one's time and prioritizing tasks
  • Multilingual: able to speak multiple languages fluently

References

References available upon request.

Timeline

Administrator & Technician

Auckland University of Technology
01.2019 - 01.2023

Exam Supervisor

Cliftons Venue
01.2017 - 01.2019

Broker Relationship Manager

Westpac Bank
01.2008 - 01.2017

Bachelor of Science -

Bogor University

Certified Financial Planner
Calvin Chong