Jessica Rong LI
30-32 Rutland Rd Box Hill,VIC
Summary
Adept at complex problem-solving and team leadership, I significantly enhanced sales and customer satisfaction at W & L Consulting Services. By evaluating financial risks and fostering strong relationships, I ensured long-term success and loyalty. My time management and communication skills supported achieving multiple objectives efficiently, underscoring my results-driven approach.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Manager/broker
W & L Consulting Services
08.2008 - Current
- Evaluating clients' credit data, income documents, financial statements in order to determine the degree of risk involved in lending
- Meeting clients, lenders, organizing trainings
- Developed and implemented strategies to increase sales
- Cultivated strong relationships with clients, and working partners to ensure long-term success and loyalty.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Education
Diploma of Financial Services -
AAMC Training Group
09.2012
Skills
- Team Leadership
- Time Management
- Verbal and written communication
- Complex Problem-Solving
Certification
MFAA member
Certificate IV in Financial Services
Choice Platinum Brokers from 2009-2022
Timeline
Manager/broker
W & L Consulting Services
08.2008 - Current
Diploma of Financial Services -
AAMC Training Group
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