CHI LINH (AARON) NGUYEN
Kellyville Ridge,NSW
Summary
Experienced Client and Project Manager adept at supporting initiatives to achieve organizational goals. Skilled in research, analysis, and report preparation to inform decision-making and policy development. Collaborative team player with a proven track record of ensuring successful project outcomes. Proficient in providing administrative support and delivering reliable policy advice.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client and Project Manager
TW Property Wealth Creation
2023.05 - Current
- Lead client consultations to understand their financial goals, risk tolerance, and property investment objectives.
- Develop personalised wealth creation strategies tailored to each client's needs, focusing on property portfolio expansion and equity optimisation through renovation.
- Present comprehensive investment scenarios, leveraging market research and financial modelling using RP Data to illustrate potential returns and risk mitigation strategies.
- Monitor project progress, identified risks and took corrective action as needed.
- Liaise with in-house mortgage brokers and builders to secure optimal financing solutions for property acquisitions and renovation projects, ensuring competitive interest rates and project costs.
- Conduct post-project evaluations to identify areas for improvement and implement best practices in future initiatives.
- Engage with local real estate agents to gain deeper insights of property valuation and potential rental return.
- Oversee the entire project lifecycle, from conceptualisation to completion, including budgeting, timeline management, and contractor selection.
- Implement integration and customisation of the SOHO (CRM) system to streamline operations and enhance efficiency.
- Facilitate communication between clients and construction teams, addressing any concerns or modifications to ensure project alignment with client expectations.
- Navigate regulatory requirements and obtain necessary approvals from local authorities, streamlining the permit acquisition process for renovation projects.
- Cultivate long-term client relationships through proactive communication, personalised service, and commitment to delivering measurable results in wealth creation and property investment.
Credit Analyst
Organic Home Loans
2023.05 - Current
- Assess clients' financial needs and objectives through detailed analysis of their financial situation, credit history, and loan requirements.
- Collaborate closely with mortgage brokers to gather necessary documents and information, ensuring accuracy and completeness of loan application packages.
- Conduct thorough evaluations of client profiles to identify most suitable lenders and loan products, considering factors such as interest rates, terms, and eligibility criteria.
- Prepare and package loan applications in accordance with lender requirements via Apply Online Portal, providing clear and comprehensive documentation to support clients' loan requests.
- Facilitate communication between clients, brokers, solicitors and lenders throughout loan processing and settlement phases, addressing any queries or concerns to ensure smooth transaction.
- Monitor and track loan applications from submission to settlement, proactively following up with lenders and relevant parties to expedite approval and funding process, maintaining high level of client satisfaction.
Home Loan Manager
RAMS Ryde Home Loan Centre
2022.12 - 2023.05
- Interview clients and assist them with completion of loan applications.
- Meeting needs of customers, while providing excellent levels of customer service.
- Identify potential risks that may lead to default on mortgage loan.
- Ensure compliance with mortgage loan regulations and privacy laws.
- Generate new business opportunities and developing referral relationships.
- Build and maintain strong relationships with customers before and after loan submission.
Business Manager
RAMS Ryde Home Loan Centre
2022.07 - 2022.12
- Assess new home loan application and business leads for loan eligibility while ensuring all supporting documents provided by clients are legitimate and adhered to lending guideline, policies and compliance.
- Ensure information input in system are accurate and submit application at timely manner.
- Work closely with Home Loan Manager, Credit and Settlement team after submission for any outstanding requirement and follow up on settlement.
- Handle problematic customers and maintain excellent customer service.
Settlement Officer
RAMS Ryde Home Loan Centre
2022.03 - 2022.07
- Manage files from unconditional approval to settlement.
- Handle customer, bank, and third-party telephone calls, emails, and meetings.
- Process and follow up on discharge requests.
- Liaise with customers, solicitors, and conveyancers to coordinate settlements.
- Assist customers with signing loan documents and returning them to MSA National.
- Utilise Monday.com to manage the office settlement pipeline.
- Follow up on settlements and ensure deadlines are met.
- Set targets for the office by analysing previous year figures.
- Report weekly on settlement figures and projections.
Post Settlement officer
RAMS Ryde Home Loan Centre
2022.01 - 2022.03
- Ensure that customers' accounts are set up and provide them with access to internet and phone banking after settlement.
- Manage construction loans, including arranging for the issuance of the Authority to Commence Construction (ATC) letter and processing progress payment requests.
- Assist customers with any post-settlement inquiries they have.
- Reach out to customers who request a discharge to explore potential assistance options.
- Conduct annual reviews to gauge customer satisfaction with their loans.
- Submit requests for pricing discounts on existing loans and follow up on any post-settlement pricing requests.
- Handle all post-settlement variations that do not require servicing.
- Complete miscellaneous administrative tasks as needed.
Branch Network and Commercial Area Manager
Dimeo Cleaning Services
2020.01 - 2022.01
- Ensure compliance with Key Performance Indicators (KPIs) and Occupational Health and Safety (OHS) standards on-site, ensuring regulatory compliance.
- Carry out thorough client site inspections, including Quality, Safety, Environmental, and Equipment inspections, using iAuditor and cloud-based databases.
- Work closely with the State Manager to review fortnightly reports and develop strategies to improve business performance for the assigned portfolio.
- Implement proactive approach to hazard identification by regularly evaluating work processes and equipment for potential risks.
- Collaborate with risk managers to develop comprehensive health and safety policies for the company.
- Proactively identify and communicate sales, quoting, and recharge opportunities to Senior Management to enhance revenue generation.
- Manage all aspects of business operations for multiple sites, including workforce planning, retaining contracts, and organising mobilisation efforts.
- Conduct regular performance and financial audits and collect client feedback to drive ongoing improvement initiatives.
- Build positive client relationships and maintain high levels of client satisfaction through attentive service and clear communication.
- Oversee a team of 40-50 employees, including both permanent and casual staff, using Deputy for scheduling and managing operations.
- Conduct on-site training sessions to teach staff industry best practices and techniques for optimal performance and efficiency.
- Demonstrate a proactive and determined approach in a fast-paced environment, consistently striving for success.
- Manage the commencement of new contracts and handle contract terminations efficiently and accurately.
- Work with payroll and accounts payable departments to ensure timely and accurate submission of timesheets and ad-hoc tasks.
Unit Manager
Compass Group Australia
2019.05 - 2020.01
- Ensure strict adherence to Compass HSEQ (Health, Safety, Environment, and Quality) system standards and procedures, promoting a culture of safety and compliance across the unit.
- Provide new-employee health and safety orientations and developed materials for presentations.
- Educate employees on hazardous waste management, emergency response and safe work practices.
- Improve workplace safety measures by conducting regular inspections and risk assessments.
- Strategise, implement, and monitor operational processes to enhance long-term business performance and sustainability.
- Provide oversight for daily operations, including asset and inventory management utilizing Oracle and Converga platforms.
- Cultivate and nurtured positive relationships with both internal and external stakeholders to foster collaboration and mutual success.
- Demonstrate a proactive approach in resolving issues and addressing customer complaints, striving to achieve positive outcomes and maintain customer satisfaction.
- Establish Key Performance Indicators (KPIs) and conducted regular performance appraisals to drive continuous improvement and employee development.
- Compile and deliver Monthly Client Reports, Quarterly Business Reports, and Annual Business Plans.
- Execute financial forecasting and monitoring activities, meticulously tracking expenditures against budget allocations.
- Manage team of 30 employees across multiple departments, including 1 restaurant, 1 café, and 5 function spaces.
Assistant Function Manager
Delaware North Australia / New Zealand
2018.03 - 2019.05
Event Services Operation Manager
AEG OGDEN
2017.02 - 2018.03
Event Manager
Compass Group Australia
2013.05 - 2017.02
Education
Diploma of Finance and Mortgage Broking Management -
The National Finance Institute – Sydney, Australia
01.2023
Cert IV in Finance and Mortgage Broking -
The National Finance Institute – Sydney, Australia
01.2022
Advanced Diploma of Hospitality Management -
Tafe Ultimo College - Sydney, Australia
01.2014
Bachelor of Business Administration -
Hoa Sen University - Ho Chi Minh City, Viet Nam
01.2012
Skills
- Client management
- Team leadership
- Project planning and management
- Portfolio management
- Complaint management
- Budget preparation
- Asset and inventory management
- Proficient in Microsoft Office
- Oracle/ Confluence & Jira/ SAP expertise/ Converga/IAuditor/ ApplyOnline/ Monday.com/ SOHO expertise
Certification
- Senior First Aid
- Working with Children Check
- Current National Police Check
References
Available upon request
Timeline
Client and Project Manager
TW Property Wealth Creation
2023.05 - Current
Credit Analyst
Organic Home Loans
2023.05 - Current
Home Loan Manager
RAMS Ryde Home Loan Centre
2022.12 - 2023.05
Business Manager
RAMS Ryde Home Loan Centre
2022.07 - 2022.12
Settlement Officer
RAMS Ryde Home Loan Centre
2022.03 - 2022.07
Post Settlement officer
RAMS Ryde Home Loan Centre
2022.01 - 2022.03
Branch Network and Commercial Area Manager
Dimeo Cleaning Services
2020.01 - 2022.01
Unit Manager
Compass Group Australia
2019.05 - 2020.01
Assistant Function Manager
Delaware North Australia / New Zealand
2018.03 - 2019.05
Event Services Operation Manager
AEG OGDEN
2017.02 - 2018.03
Event Manager
Compass Group Australia
2013.05 - 2017.02
Diploma of Finance and Mortgage Broking Management -
The National Finance Institute – Sydney, Australia
Cert IV in Finance and Mortgage Broking -
The National Finance Institute – Sydney, Australia
Advanced Diploma of Hospitality Management -
Tafe Ultimo College - Sydney, Australia
Bachelor of Business Administration -
Hoa Sen University - Ho Chi Minh City, Viet Nam
- Senior First Aid
- Working with Children Check
- Current National Police Check
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