PEGA
Jong Ho (Max) Yoon
Rhodes,NSW
Summary
Inquisitive and fast-learning individual with a proven track record at Macquarie Bank, enhancing the home loan process through detailed knowledge of the ecosystem and a client-focused approach to assigned tasks.
Focused on fostering customer satisfaction through fostering team efficiency and customer-focused goals at Woolworths. Exposed to multiple facets of Tax Accounting, such as ATO tax compliance, Payroll STP and stakeholder management with various Governance bodies at BP Tax Advisory. Consistent high-achiever, regularly topping the KPI targets for whichever assignment is allocated, and on-going focus in growing knowledge and ensuring client's needs and objectives are met at Macquarie Bank.
Overview
6
6
years of professional experience
Work History
Broker Support, Analyst
Macquarie Bank
07.2023 - Current
- Manage in-flight home loan applications from submission to Settlement, whilst engaging with key stakeholders such as Mortgage Brokers, Business Development Managers and Credit Analysts.
- Consistently 120+ stats for all assignments within the team and regular double-triples in Productivity and Utilisation.
- Trained interns in the Tier 1 vetting process (Dec 2023) and collaborated as a SME for intern's streamlining project (pre-assessment vetting assignment).
- Collaboration work in project work for Broker Macquarie Authenticator (Mar 2024).
Assistant Accountant
BP Tax Advisory
11.2020 - 02.2023
- Generated and processed annual Company and Individual Tax Returns.
- Regular Payroll management and general ledger entry with accounting software (Xero, Reckon One).
- Key intermediary in between clients and various Governance bodies (ASIC, ATO and iCare).
Retail Shift Supervisor
Woolworths Supermarket
04.2019 - 06.2023
- Built successful retail teams by instilling culture of collaboration and developing daily plans.
- Oversaw continuous floor maintenance, keeping displays and shelves customer-ready and professionally presented.
- Highest customer satisfaction scores within the team each shift.
Education
High School Diploma -
Knox Grammar School
Warrawee, NSW12-2017
Bachelor of Business - Business Analytics
University of Technology Sydney
Sydney, NSW11-2027
Skills
- Detailed knowledge of the MBL Home Loans ecosystem
- Client-focused approach problem-solving and clearly communicating to the relevant stakeholders
- Previous experience with financial reporting (Company and Individual Tax Returns, , Business Activity Statements, Financial Reports and Payroll STP)
- Practice of consistently gaining new knowledge, skills, and information
Software
SalesForce
Twilio
JIRA
Xero
Reckon One
Timeline
Broker Support, Analyst
Macquarie Bank
07.2023 - Current
Assistant Accountant
BP Tax Advisory
11.2020 - 02.2023
Retail Shift Supervisor
Woolworths Supermarket
04.2019 - 06.2023
High School Diploma -
Knox Grammar School
Bachelor of Business - Business Analytics
University of Technology Sydney
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