Lucais Yeung
Eastwood,NSW
Summary
Accomplished Finance Analyst with a proven track record at SF Capital, enhancing loan approval turnaround by 20% and leading in settlement volumes. Well versed in financial statement analysis and stakeholder communication, I excel in risk mitigation and process optimization, demonstrating significant improvements in operational efficiency and client service quality.
Overview
6
6
years of professional experience
Work History
Finance Analyst
SF Capital
08.2022 - 07.2024
- Achieved the highest settlement volume within the firm in the past decade
- Managed the loan origination process from initial assessment to post settlement stage.
- Improved loan approval turnaround time by 20% through enhanced client analysis report processes.
- Conducted detailed financial analyses, assessed client creditworthiness, and identified potential risks in mortgage portfolios.
- Prepared detailed client reports with potential risk mitigations to improve loan approval rates.
- Ensured the accuracy of financial data and identified potential risks within mortgage portfolios.
Business Development Associate
Lux Property Group
03.2022 - 05.2022
- Worked directly under the CEO, discovering emerging trends and technological innovations for the property market & management.
- Organized productive meetings between key stakeholders from both companies during existing and potential partnership discussions.
- Developed internal compliance checks focused on reducing operational risk.
Client Service Officer
Association of Financial Advisers
07.2018 - 08.2020
- Improved KYC processes with business & individual background checks
- Reduced operational risk by implementing controls & cheat sheets in team process.
- Demonstrated excellent analytical skills by identifying patterns in client behaviour and proactively addressing potential issues before they escalated.
- Co-developed & launched a new CRM system with third parties integration, including a focus on access management & operational risk
Education
Bachelor of Applied Finance - Finance
Macquarie University
Sydney, NSW2018
Skills
- Financial statement analysis
- Credit analysis
- Risk Mitigation
- Report Writing
- Stakeholder Communication
- Process Optimization
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Professional Working
Volunteer Work
2017 to Present
Wesley Mission - Ministry Leader
- Organized events such as camps for youth aged 13 to 18
- Cooperated in planning annual youth programs
- Motivated co-leaders in times of hardship & built trustworthy relationships
Timeline
Finance Analyst
SF Capital
08.2022 - 07.2024
Business Development Associate
Lux Property Group
03.2022 - 05.2022
Client Service Officer
Association of Financial Advisers
07.2018 - 08.2020
Bachelor of Applied Finance - Finance
Macquarie University
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