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) -
Similar Profiles
Martin JIMartin JI
Associate Director - Investment Banking at Bank of China, Sydney BranchAssociate Director - Investment Banking at Bank of China, Sydney Branch
Gongwei LiuGongwei Liu
Corporate Relationship Department Manager at China Everbright Bank Chengdu Branch (Xinglonghu Sub-branch)Corporate Relationship Department Manager at China Everbright Bank Chengdu Branch (Xinglonghu Sub-branch)
Nikki LauNikki Lau
Banking Operations and Settlement Officer at Bank of Taiwan Sydney BranchBanking Operations and Settlement Officer at Bank of Taiwan Sydney Branch
Bao Long (Andy) LieuBao Long (Andy) Lieu
HR Administrator at Crawford and Company (Australia)HR Administrator at Crawford and Company (Australia)
Yunwen MAYunwen MA
Account Manager at TradeMax GlobalAccount Manager at TradeMax Global