Ling (Vicky) WEI
Eastlakes,NSW
Summary
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Able to coordinate documents, correct errors and liaise with external parties to complete paperwork and facilitate smooth closings. Knowledgeable about Mercury system operations, best practices and regulatory requirements. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Overview
4
4
years of professional experience
Work History
Broker Assistant
Vestyn Finance
Sydney, NSW
12.2019 - 04.2020
- Verified credit histories, personal references and employment backgrounds for each applicant by Ordering Veda.
- Ordering of upfront valuation and property reports
- Ensuring fact find, supporting docs, authorities and risk profile are completed properly and signed
- Manage physical supporting documents & collate missing information
- Set up files using loan officer checklist and submitted on-time to ApplyOnline for processing.
- Data entry application data in CRM & ApplyOnline
- Assessed customer account histories to determine previous compliance with payment plans and loan terms.
- Uploaded financial history paperwork and loan documents to Mercury- Connective- ApplyOnline.
- Preparation of various documents such as Credit Proposal and Forms in compliance to Lender’s regulation
- Following up all aspects of the process ensuring smooth closings. This includes working on checklists, and all remaining CRM Queue items tasks which includes phone calls to banks, solicitors etc.
- General administration such as update weekly interest rate and cash rebate for brokers and write WeChat articles for marketing purpose
Immigration Consultant
Universal World
Sydney, NSW
04.2018 - 12.2019
- Ensuring all incoming calls are responded in efficient and professional manner.
- Liaising with various Government Agencies, Schools and Universities in regards to visas
- And immigration purposes.
- Working in a fast pace environment with tight deadlines.
- Escalating any issues and concerns to stakeholders on behalf of Clients.
- Creating and managing processes and procedures to coordinate documentation for visa processing.
- Creating and updating client details using excel spreadsheets.
- Ordering office supplies for team.
- Creating a quarterly GST summary in excel as well as using MYOB for payroll purposes.
- Proficient in Microsoft Office
Service Assistant
Country Classics
Sydney QVB, NSW
06.2016 - 04.2017
- Developed strong phone manner through receptions.
- Frequently improving store layout
- Developed customer relationships to increase customer loyalty
- Daily balancing of cash and credit amount
Tutor and Admin Officier
Yingcredible
Sydney, NSW
01.2016 - 04.2017
- Answering and calling students to discuss course content and available times
- High student satisfaction leading to further class bookings.
- Collecting and recording student data to advise them of classes in future semesters. High student satisfaction leading to further class bookings.
- Planned and implemented units in Business Valuation and Financial Analysis and Business Law.
- Created lesson plans based on student’s objectives and special needs using Microsoft word & excel.
- Administered clerical tasks
- High student satisfaction leading to further class bookings.
Education
Masters of Professional Accounting - Majored in Professional Accounting
University of Technology Sydney
Sydney, NSW2016
Bachelor of Commerce - Majored in Finance
University of Wollongong
Wollongong, NSW2014
Skills
- Microsoft Office
- Experience using Mercury system
- Multitasking abilities
- Self-motivated professional
- Customer Service
- Proficiency in Mandarin, English and Cantonese
Timeline
Broker Assistant
Vestyn Finance
12.2019 - 04.2020
Immigration Consultant
Universal World
04.2018 - 12.2019
Service Assistant
Country Classics
06.2016 - 04.2017
Tutor and Admin Officier
Yingcredible
01.2016 - 04.2017
Masters of Professional Accounting - Majored in Professional Accounting
University of Technology Sydney
Bachelor of Commerce - Majored in Finance
University of Wollongong
Similar Profiles
Whitney WangWhitney Wang
Administration & Account Officer at Vestyn CapitalAdministration & Account Officer at Vestyn Capital
Gabrielle SmithGabrielle Smith
Financial Services Representative at World Finance (Formerly Always Money Finance)Financial Services Representative at World Finance (Formerly Always Money Finance)
Shabbir Khan MewatiShabbir Khan Mewati
Area Sales Manager. (ASM) at Bajaj Finance Ltd. (now Bajaj housing finance ltd.)Area Sales Manager. (ASM) at Bajaj Finance Ltd. (now Bajaj housing finance ltd.)
Orit RobOrit Rob
Psychologist at Acute Care Team Sutherland Hospital Community Mental HealthPsychologist at Acute Care Team Sutherland Hospital Community Mental Health
Guler DombayciGuler Dombayci
Sales Associate at TkmaxxSales Associate at Tkmaxx