Guanyi Wang
Sydney,NSW
Summary
Self-driven, detail-oriented and customer-focused professional with a solid background in finance and essential knowledge of residential lending as well as strong skills in relationship management and communication. Known for my exceptional ability to assess client needs, analyze financial documents, and structure loan packages that align with their goals and financial capabilities. Skilled in building and nurturing relationships, I excel in collaborating with clients to navigate complex financial decisions and secure favorable lending solutions. Strong and loyal client base from my current and previous working history in financial and Real Estate industry.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Mortgage Broker Assistant
VS Financial Group Pty Ltd
05.2018 - Current
- Prepared and organized mortgage applications, supporting documentation, and financial statements for submission to lenders
- Conducted preliminary financial analyses to assess client eligibility and determine suitable mortgage options
- Provided ongoing support and guidance to clients, addressing inquiries, resolving issues, and guiding them through each step of the mortgage process
- Ensured compliance with industry regulations and internal policies throughout the mortgage application and approval process
- Managed electronic and physical files, ensuring accuracy, completeness, and confidentiality of client information
- Built and maintained strong relationships with clients, real estate agents, accountants, lawyers and lending institutions to facilitate smooth transactions.
Fund Manager
Self-Employed
01.2018 - 08.2022
- Conduct comprehensive equity research and analysis to identify investment opportunities aligned with client objectives and risk profiles.
- Formulate and implement effective trading strategies based on market trends, macroeconomic factors, and company-specific fundamentals.
- Collaborate with cross-functional teams including analysts, traders, and compliance officers to ensure regulatory compliance and operational efficiency.
- Cultivate strong client relationships by providing personalized investment advice and maintaining open communication channels.
- Monitor portfolio performance and provide timely updates and reports to clients, highlighting key insights and investment recommendations.
- Successfully achieved a minimum annualized return of 20% on clients' assets.
Real Estate Sales Manager
Vchance Investment Group Pty Ltd
01.2014 - 04.2018
- Accompany buyers during inspections of property, advising them on suitability and value of the homes based on current market conditions
- Conduct quarterly seminars and training sessions for sales agents to improve sales techniques
- Conduct seminars in overseas (China) to foreign investors and business partners
- Evaluate mortgage options helping clients obtain financing at the best rates and terms.
Real Estate Agent
APISC Group
08.2012 - 04.2014
- Compared current properties with similar recently-sold properties to determine competitive market prices
- Promoted property sales through advertisements, open houses, multiple listing services, and other online advertising platforms
- Conducted comprehensive client interviews to ascertain specific property preferences, meticulously generating curated lists tailored to meet their unique requirements from the pool of available properties.
- Closed at least 1 transaction every month.
Education
Bachelor of Professional Accounting -
Holmes Institute Sydney
Sydney, NSW07.2012
Skills
- Mortgage Knowledge
- Office Administration
- Documentation Review
- File Management
- Loan Processing
- Loan Packaging
- Sales Support
- Research abilities
- Financial Analysis
- Client Account Management
Certification
RG-146
Languages
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Timeline
Mortgage Broker Assistant
VS Financial Group Pty Ltd
05.2018 - Current
Fund Manager
Self-Employed
01.2018 - 08.2022
Real Estate Sales Manager
Vchance Investment Group Pty Ltd
01.2014 - 04.2018
Real Estate Agent
APISC Group
08.2012 - 04.2014
Bachelor of Professional Accounting -
Holmes Institute Sydney
RG-146
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