Summary
Overview
Work History
Education
Skills
References
Timeline
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John Nguyen

Sydney

Summary

I am currently a SMSF/Commercial Lending Paralegal at Galilee Solicitors, a firm that specializes in mortgage fulfillment on behalf of a variety of lenders. Recently having graduated from the University of Technology Sydney with a Bachelors of Business (Finance) and Law, I am excited and enthusiastic to use the knowledge and skills that I have obtained throughout my life in order to transition into a graduate position with a leading firm.

Overview

5
5
years of professional experience

Work History

SMSF/Commercial Lending Paralegal

Galilee Solicitors
03.2022 - Current
  • Drafting and preparing an average of 1-4 SMSF Mortgage Loan Documents per day, including review of SMSF Company Trust Deeds and structure and directorship of the SMSF and Custodian Trustee to ensure compliance with the Superannuation Industry (Supervision) Act 1993 (Cth) and Corporations Act 2001 (Cth).
  • Preparing files for financial settlement which includes the review of Transfer, insurance and mortgage documents in line with the regulations of the SIS Act and any special loan and settlement conditions required by our Lenders.
  • Liaised directly between external brokers, solicitors and clients directly via email and telephone communication to solve and address any problems, concerns or questions regarding legislative and transactional requirements or mortgage documentation.
  • Attended to and facilitated an average of 4-10 financial settlements per day with a success rate of 95-100% including via PEXA and Paper settlements.

Trust Accounts Officer

Galilee Solicitors
02.2020 - 03.2022
  • Led an average of 150-200 loan files per business-day to settlement at a success rate of 95-100% via PEXA or Paper settlements (i.e., electronically, or with the issuing of cheques)
  • Performing daily bank reconciliation, management of trust ledgers and data entry for two trust accounts with a combined funds total worth over $350M.
  • Liaised between internal staff and external shareholders via phone, email, and facsimile communication.
  • Daily processing of manual payment requests via Direct Credit, BPAY or Telegraphic Transfer payments.

Sales Assistant

IKEA Rhodes
10.2018 - 02.2020
  • Memorized and maintain high-level product knowledge and delivered high level of assistance by locating products, checking store system for merchandise and organised delivery and installation services.
  • Completed efficient store resets to prepare store for special promotions and seasonal updates.
  • Generated Sales orders for customers totalling an average of $3,000/hour for the store during peak days (1000+ visitors/per day)

Education

Bachelor of Business (Finance) And Law -

University of Technology Sydney
Sydney, NSW
12.2021

Skills

  • Data Entry
  • Analytical and Critical Thinking
  • Multitasking Abilities
  • Attention to Detail
  • Proficiency in MS Office
  • Proficiency in PEXA
  • Reconciliation and Analysis

References

References available upon request

Timeline

SMSF/Commercial Lending Paralegal

Galilee Solicitors
03.2022 - Current

Trust Accounts Officer

Galilee Solicitors
02.2020 - 03.2022

Sales Assistant

IKEA Rhodes
10.2018 - 02.2020

Bachelor of Business (Finance) And Law -

University of Technology Sydney
John Nguyen