Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jesse Yan

Summary

A result-driven and customer focused individual, who is willing to go the extra mile to provide clients with the highest level of services. With 5+ years of customer service experience, and 3 years of experience in building client rapport, I am a determined problem solver with a customer-centric attitude, who will excel in a sales-focused environment.

Overview

4
4
years of professional experience

Work History

Home Loan Specialist

Ubank
11.2022 - Current
  • Pre-qualified home loan leads, calculate borrowing capacity and discuss lending solutions to meet clients' financial goal.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Analyzed client's financial positions, exit strategies and substantial benefit for meeting compliance requirement.
  • Liaison with different departments and solicitor to secure settlement/finance date.
  • Pipeline management with using Microsoft CRM tool.
  • 127 submitted loan applications with in 8 months of employment.

Associate Relationship Manager

Bank Of China
08.2021 - 11.2022
  • $18M home loan draw down from own customers and also follow up, support, and verify senior relationship manager's new application of 50M from Jan 2022 - present.
  • Prepare credit proposal and liaise with the credit team by writing detailed and clear submission notes and serviceability calculator, apply for a discount policy and policy waiver.
  • Conduct home loan verification before file quality check.
  • Average cross sales 1.8 credit cards/new bank accounts to new home loan customer.
  • 92% data integration rate for efficient loan approval and fast home loan experience.
  • Enhance and grow relationships and loan book with referrals and own customers.
  • Resolve HNW clients' complex banking enquiries on personal banking products.
  • Follow-up loan applications from inquiry to settlement.
  • Regular rate review and look after post settlement service requests to maintain existing home loan customers.

Account Service Associate

Bank Of China
08.2019 - 08.2021
  • Expanded client base and develop a trust advice relationship with clients.
  • Achieved $8.5M deposit in FY 2020.
  • Managed 145 customers with a total portfolio of $61M wealth management product.
  • Conducted data analysis on clients' transaction patterns to deliver products with customer needs.

Education

Bachelor of Commerce -

University of New South Wales
02.2017

Skills

  • Relationship and Business Development: Quality customer/referral conversation to achieve high sales conversion rate for new business opportunity Build trust -advise relationship for the best banking experience
  • Home Loan Application: Conduct thorough interview with clients to provide smooth application process and achieve their financial goal
  • Compliance and Risk Assessment Skill: Risk-aware to KYC, AML, NCCP, and Responsible lending conduct all procedures to meet bank compliance requirement
  • Tech Savvy: Innovate and adopted to new technology Proficient with Microsoft Word, Excel and PowerPoint

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual

Timeline

Home Loan Specialist

Ubank
11.2022 - Current

Associate Relationship Manager

Bank Of China
08.2021 - 11.2022

Account Service Associate

Bank Of China
08.2019 - 08.2021

Bachelor of Commerce -

University of New South Wales

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Jesse Yan