Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jule Goktas

Highett,VIC

Summary

Dedicated assistant with excellent experience in industry. Maintains professional appearance and demeanour and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.

Overview

5
5
years of professional experience

Work History

Executive Assistant to the Managing Director

Collins Capital Partners
01.2022 - 07.2023

I organized and maintained confidential files, documents, and records, streamlining accessibility and efficiency. I assisted in preparing and reviewing loan documentation, ensuring accuracy and compliance with regulatory requirements. I conducted research on prospective clients and assisted in client onboarding, contributing to a streamlined and efficient client acquisition process. I successfully improved office organization and workflow by implementing a digital filing system, reducing document retrieval time. I collaborated with the marketing team to create and maintain marketing materials, contributing to an improved brand presence in the market. I assisted in developing and implementing training programs for new hires, ensuring a smooth and effective onboarding process.

Administrative Assistant

Northwood Constructions
07.2020 - 01.2022

Created and maintained databases to track and record customer data. I restocked supplies and placed purchase orders to maintain adequate stock levels. I executed record filing system to improve document organization and management. I scheduled office meetings and client appointments for staff teams. Drafted correspondence and other documents for CEO and department heads in company's voice. Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

Executive Assistant

RateOne Financial Planning And Mortgage Broking
01.2018 - 01.2020

I prepared, reviewed, and organized mortgage application documentation, ensuring accuracy and compliance with industry regulations. I managed client communications, providing exceptional customer service and acting as a key point of contact for inquiries and updates. I coordinated and scheduled client meetings, property viewings, and loan closings, optimizing productivity and ensuring smooth transactions. I assisted in the processing and submission of mortgage applications to lenders, ensuring timely and accurate submissions for approval. I managed and maintained confidential client records, ensuring compliance with privacy and data protection laws. I coordinated with real estate agents, lenders, and legal professionals to facilitate seamless real estate transactions.

Education

Bachelor of Commerce - Econometrics And Quantitative Economics

Monash University
Melbourne, VIC
08.2024

Skills

  • Conflict Resolution Skills
  • Consultative Sales Approach
  • Client Education
  • Team Leadership
  • Lead Generation
  • Opportunity Identification
  • Interpersonal Communications
  • Strong Problem Solver
  • Logistics and Schedule Management
  • Executive Support

Timeline

Executive Assistant to the Managing Director

Collins Capital Partners
01.2022 - 07.2023

Administrative Assistant

Northwood Constructions
07.2020 - 01.2022

Executive Assistant

RateOne Financial Planning And Mortgage Broking
01.2018 - 01.2020

Bachelor of Commerce - Econometrics And Quantitative Economics

Monash University
Jule Goktas