Finance professional with background in managing corporate finances and enhancing operational efficiency. Proven ability to streamline accounting processes and ensure compliance with financial regulations. Collaborative team player focused on achieving results and adapting to evolving business needs with high reliability and flexibility.
Overview
8
8
years of professional experience
Work History
Finance Officer
Mortgage House
Level 34/101 Miller St, North Sydney NSW 2060
11.2023 - Current
Prepared daily and monthly reconciliation of bank accounts and took corrective actions on deviations.
Reduced invoice discrepancies through diligent review and reconciliation of accounts.
Handled day-to-day accounting processes to drive financial accuracy.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Maintain accurate and up-to-date financial records using MYOB accounting software.
Proficient in using corporate banking portals of major Australian banks, including Westpac and Commonwealth Bank.
Manage Accounts Payable (AP) and Accounts Receivable (AR), ensuring timely processing of invoices and payments.
Perform daily redraw transactions and assist with loan account adjustments.
Review and process construction progress payments to builders in line with lender requirements and contract stages.
Handle loan settlements, loan advances, and loan variations, ensuring accuracy and timely disbursement.
Liaise with solicitors, brokers, and clients to resolve outstanding issues and facilitate smooth settlements.
General Service Officer (GSO)/Catering Server
Ramsay Health Care
3 Harrison St, Cremorne NSW 2090
05.2017 - 09.2024
Consistently provides a high standards of customer service through communication and actions with both internal colleagues and external customers/patients.
Improved operations by working with team members and customers to find workable solutions.
Prioritized and organized tasks to efficiently accomplish service goals.
Competent in operating services to patient’s special dietary needs this includes catering to patients with allergen.
Communication style and behaviour demonstrates the required work ethics that includes punctuality, integrity, and respect for others.
Settlement Officer
Mortgage House
Level 34/101 Miller St, North Sydney NSW 2060
03.2023 - 11.2023
Prepare loan contracts and applications by thoroughly evaluating applicant information and supporting documentation.
Draft, edit, and present accurate settlement statements to all relevant stakeholders.
Manage full and partial discharge processes, including generating final payout figures and ensuring timely completion.
Provide tailored advice to clients on mortgage, construction, education, and personal loan options.
Record payments, disbursements, and adjustment entries within the loan accounting system, ensuring financial accuracy and compliance.
Customer Care Officer
Mortgage House
Level 34/101 Miller St, North Sydney NSW 2060
03.2022 - 03.2023
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Provided excellent customer service by efficiently resolving issues and responding to inquiries by working collaboratively with all teams such as Settlements, Lending, Retention/ Private clients, Credit and Collections.
Updated customer accounts and system database with latest details to support accuracy and efficiency in future interactions.
Responded to customer inquiries and concerns within set deadlines.
Monitored phone, and electronic database systems like EMMS, EIB, RT and other funding partner banking platforms, for incoming customer inquiries.