Mia Liang
Banker
Sydney,NSW
Summary
I am a results-driven finance specialist with multilingual skills, committed to driving sales and delivering exceptional customer service in the financial services industry. As an Australian/Hong Kong resident, I bring a global perspective, leveraging my understanding of both local and international financial markets to identify new business opportunities and build lasting client relationships with a strong focus on client satisfaction.
Overview
9
9
years of professional experience
Work History
Home Lending Specialist
Commonwealth Bank of Australia
Sydney, NSW
11.2024 - Current
- Specialized in assisting clients with home purchases, sales, and investments.
- Offered continuous support with tailored lending solutions.
- Offer flexible consultations, available for meetings or calls, including weekends.
- Applied strong expertise in banking and finance, providing tailored solutions for reaching financial aspirations.
- Organized events to showcase business and property opportunities aimed at client engagement.
Law Enforcement Agency Request Specialist
Commonwealth Bank of Australia
Sydney
11.2022 - 10.2024
- Engineered specialized tools improving navigation of regulations while enhancing customer satisfaction.
Financial Advice Case Assessor
Commonwealth Bank of Australia
Sydney, NSW
01.2022 - 11.2022
- Surpassed performance benchmarks with a consistent 98%+ accuracy rate.
- Performed detailed case assessments for complex strategies including gearing, deceased estates, trusts, and SMSFs.
Auditor
Deloitte
Sydney
03.2021 - 01.2022
- Evaluated past financial advice to ensure suitability.
- Communicated issues between financial advisers and clients, offering empathetic guidance.
Insurance Broker Support
Zurich Insurance
Sydney
01.2020 - 01.2021
- Collaborated with clients, insurers, and underwriters to facilitate seamless interactions.
- Assisted brokers in recognizing client demands and proposing relevant insurance policies.
Client Service Manager
Azura Financial
Sydney
07.2019 - 12.2019
- Liaised with clients, lenders, solicitors, and accountants to facilitate smooth financial transactions.
- Helped identify potential clients to expand client base.
Account Receivable Officer
Australian Academy of commerce
Sydney
07.2018 - 06.2019
- Collaborated with senior auditors to monitor financial performance and ensure regulatory adherence.
Sales and Customer Success Specialist
The Grosvenor Hotel
Sydney
01.2016 - 07.2018
- Verified sources of funds to streamline account onboarding processes.
- Collaborated with management to address flagged transactions.
Education
M.D. - Professional Accounting
King's Own Institute
BBA - Business
Xi'an Fanyi Univerisity
Certificate of Financial Crime And Investigation -
Griffith University
RG146 Diploma of Financial Planning -
International Institute of Technology (IIT)
Skills
- Certificate of Appreciation (Deloitte), 2021
- Event Management Expertise, 2024
- Profit Optimization
- Social Media Networking
Volunteer
Orphan & Disabled Children Care Assistant 2015
Affiliations
- Managed a WeChat group of 2,000 members, fostering engagement and community growth.
- Organized over 50 events annually, fostering partnerships and generating revenue for referral partners.
Education and Training
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Timeline
Home Lending Specialist
Commonwealth Bank of Australia
11.2024 - Current
Law Enforcement Agency Request Specialist
Commonwealth Bank of Australia
11.2022 - 10.2024
Financial Advice Case Assessor
Commonwealth Bank of Australia
01.2022 - 11.2022
Auditor
Deloitte
03.2021 - 01.2022
Insurance Broker Support
Zurich Insurance
01.2020 - 01.2021
Client Service Manager
Azura Financial
07.2019 - 12.2019
Account Receivable Officer
Australian Academy of commerce
07.2018 - 06.2019
Sales and Customer Success Specialist
The Grosvenor Hotel
01.2016 - 07.2018
M.D. - Professional Accounting
King's Own Institute
BBA - Business
Xi'an Fanyi Univerisity
Certificate of Financial Crime And Investigation -
Griffith University
RG146 Diploma of Financial Planning -
International Institute of Technology (IIT)
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