A people person, that is highly proficient in building lasting relationships with stakeholders, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Loan Processor
Tiger Money
01.2023 - Current
Streamlined loan processing for improved efficiency and faster approvals.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
Sales Associate
David Jones
04.2022 - 01.2023
Building strong relationship with customer
Performed consistent sales and reach sales target
Reached performance objectives and 95% customer satisfaction
Ensuring professional customer service, Market new product lines
Sales and Marketing
Plus Medical
06.2021 - 02.2022
Client and stakeholder relationship management
Reaching quarterly sales targets
Cold Calling 25+ potential clients on daily basis,
Built strategic relationships with sales and marketing experts.
Promoted business with effective sales and marketing strategies.
Loan Processor
Austroo Finance Group Pty Ltd
11.2019 - 02.2021
Assessing and evaluate application and ensure document is within credit policy
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Promoted a positive work environment through effective communication skills and teamwork initiatives.
Education
Bachelor of Science - Psychology and Human Resource Management
University of Sydney
06.2024
High School Diploma -
Burwood Girls High School
10.2019
Skills
High level of communication skills and teamwork skills
Strong time management skills
Excellent interpersonal and customer facing skills
Continuous learning and up skilling
Strong relationship management skills
Strong problem-solving skills
Strong multitasking skills
Proficient in Microsoft Office, Word, Excel, PowerPoint
Bilingual in English and Chinese (Mandarin)
Certification
Certificate IV in Finance and Mortgage Brokering, 09/27/23
Timeline
Loan Processor
Tiger Money
01.2023 - Current
Sales Associate
David Jones
04.2022 - 01.2023
Sales and Marketing
Plus Medical
06.2021 - 02.2022
Loan Processor
Austroo Finance Group Pty Ltd
11.2019 - 02.2021
Bachelor of Science - Psychology and Human Resource Management
Trading and Analytics at Tiger Brokers / TradeUp / US Tiger Securities, Trading and TechnologyTrading and Analytics at Tiger Brokers / TradeUp / US Tiger Securities, Trading and Technology