Mengqi Wang
Sydney,NSW
Summary
With 6 years of working experience combing customer service and retail banking, 2 years corporate banking experience in Australia. Looking for a position in the field of global lending encourage a personal and professional career growth.
Overview
9
9
years of professional experience
Work History
Assistance Credit Administration Manager
Bank of China Sydney Branch
Sydney, Australia
04.2023 - Current
- Facilitating the execution of new deal including understanding the deal, CP items completion, document analysis and coordinating tasks
- Facilitating the implement of new transactions including CP items checklist, prepare consent, and check Utilization Request under the loan agreements
- Preparing rate set, rollover, drawdown, repayment, prepayment notices via manual process in complying all terms and conditions from the finance documents and circulated with all lenders and borrowers
- Calculate and record agency &security trustee fee, other fee notices via manual process and follow up outstanding payments with relevant parties
- Working closely with back office (operation team) and ensuring all payments are processed timely and distributed to the Lenders accordingly
- Managing the administrative aspects of the loan facility, including maintaining records of information undertakings, managing legal documents in system
- Managing any consent or waiver processes by seeking the syndicate lenders’ or legal counsels’ instructions and acting on their instructions as required under the loan agreements
- Manage the relationship between Borrower and Lenders by acting as the primary contact to ensure efficient, professional and timely handling of all loan related enquires and requests
- Managing the externally facing secure website, Debtdomain, throughout the lifecycle of deals
- Participating meetings/discussions on agency deals with both internal and external parties.
Banking Officer
Industrial and Commercial Bank of China Sydney Branch
Sydney, Australia
01.2022 - 04.2023
- Reconcile account and bank statement as required
- Checking and processing Term deposit set up, rollover and repayment in banking system
- Checking and processing syndicate loan drawdown/repayment notice in internal management system and ensure payments are completed accurately and on a daily basis (experience in SWIFT, RTGS& MT202/103)
- Providing account opening and maintenance and closing service for corporate and institutional client
- Preparing and filling the missing information on the IFTI report and upload files in AUSTRAC
- Calculating and recording loan related fees, and follow up outstanding payments with related departments
- Filing and uploading the documents in system for audit trail purposes
- Supporting team in completing projects and reports as head office require
- Investigating and clearing all open item positions in internal settlement accounts
- Working closely with front line bankers and other internal parties to provide a seamless service to clients.
Teller & Customer service officer
IMBK Pty Ltd
04.2015 - 12.2021
- Processing standard teller transactions for customers including deposit, remittance, accounts, cheque, foreign exchange, as well as accounts opening; Greet and guide customers in a friendly and professional manner
- Ensure exceptional customer service is being met at all times
- Following company procedures through completing and maintaining banking training to meet technical and compliance regulations
- Communicated with individual or business customers via phone or email or counter to introduce all products and provide assistance with problems these customers may encounter
- Handled customer complaints, organized and maintained all documents and records
- Sell products to potential clients to meet sales targets.
Education
UTS Bachelor of Business (ACCOUNTING) -
UTS Master of Business (ACCOUNTING AND FINANCE) -
Skills
- Works well under pressure
- Multi-tasking Skill
- Time Management Skill
- Microsoft Office/Excel proficient
- Calculation skill with high accuracy
- Deal Management Skill
- Attention to details and problem-solving skills
- Financial Documents Analysis Skill
- Portfolio Management
- Loan Processing
Timeline
Assistance Credit Administration Manager
Bank of China Sydney Branch
04.2023 - Current
Banking Officer
Industrial and Commercial Bank of China Sydney Branch
01.2022 - 04.2023
Teller & Customer service officer
IMBK Pty Ltd
04.2015 - 12.2021
UTS Bachelor of Business (ACCOUNTING) -
UTS Master of Business (ACCOUNTING AND FINANCE) -
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