Summary
Overview
Work History
Education
Skills
Affiliations
Travelling, Meeting new people
Timeline
Generic

Johnson Baby

Clyde North

Summary

Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Knowledgeable Loan Processor offering expertise in legal statutes and established lending guidelines. Excellent communication and negotiation skills. Offering 3-year history of successful loan and mortgage processing.

Overview

13
13
years of professional experience

Work History

Mortgage Processor

E H Tax Accountants & Associates Pty Ltd
07.2021 - Current
  • Set up and completed loan submission packages.
  • Created strong working relationships with advisors, assistants and support staff.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Communicated with originator and applicant concerning progress of loan file.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Educated customers on loan services and regulations to confirm compliance.
  • Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
  • Processed mortgage loan applications accurately and successfully for over 3 years.

Tax Accountant

E H Tax Accountants & Associates Pty Ltd
12.2015 - 03.2020
  • Collaborated with team members to identify opportunities for improving client services and tax strategies.
  • Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
  • Reduced client tax liabilities through diligent research and application of applicable tax laws.
  • Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
  • Prepared comprehensive reports detailing findings from audits or investigations, helping clients make informed decisions about their finances.

Accountant

Monash Tax Accounting Services
02.2011 - 10.2015
  • Increased efficiency by streamlining accounting processes and implementing new financial software.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
  • Enhanced client satisfaction by providing accurate and timely tax preparation services.
  • Reduced client tax liabilities through diligent research and application of applicable tax laws.

Education

Bachelor of Commerce - Accounting And Finance

University of Kerala, India
08.1994

Skills

  • Customer Interaction
  • Customer Accounts Management
  • Financial Document Review

Affiliations

  • FBAA - Member, IPA - Associated Member

Travelling, Meeting new people

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Timeline

Mortgage Processor

E H Tax Accountants & Associates Pty Ltd
07.2021 - Current

Tax Accountant

E H Tax Accountants & Associates Pty Ltd
12.2015 - 03.2020

Accountant

Monash Tax Accounting Services
02.2011 - 10.2015

Bachelor of Commerce - Accounting And Finance

University of Kerala, India
Johnson Baby