MRIDUL MATHUR
West Perth,Australia
Summary
Driven and analytical finance professional with a Master of Applied Finance and over 1 year of experience in banking collections, client engagement, and financial analysis. Currently pursuing Certificate IV in Finance and Mortgage Broking. Recognised for high attention to detail, effective communication, and ability to manage complex customer situations with empathy and professionalism.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Collections & Recovery Officer
Bankwest
Perth, WA
01.2025 - Current
- Handle 80+ daily inbound and outbound customer interactions across home loans, personal loans, and credit cards.
- Perform skip tracing using RP Data, Equifax, Google/IP search, and internal systems.
- Provide tailored hardship support and repayment solutions while adhering to NCCP, ASIC, and Privacy Act requirements.
- Maintain 100% documentation accuracy in CRM; praised for audit readiness and quality assurance.
- Contributed to 20% reduction in delinquency roll rates through proactive follow-ups and early engagement strategy.
Office Coordinator
Slik Hospitality
Perth, WA
01.2023 - 12.2024
- Supported day-to-day admin coordination in a 205-room luxury hotel, processing 50+ guest service interactions per shift.
- Ensured accurate reporting, task allocation, and record-keeping — skills transferable to compliance-heavy financial roles.
- Developed time management and communication excellence under high-pressure, premium service standards.
Financial Analyst Intern
Asas Capital
Dubai
01.2024 - 03.2024
- Conducted research and valuation for 20+ high-growth companies using Excel-based DCF and comparables.
- Created teasers and pitch decks used in investor presentations across MENA, US, and APAC regions.
- Contributed to a high-yield bond portfolio by evaluating solvency metrics, coverage ratios, and credit ratings.
- Supported investment committee with TAM analysis, benchmarking, and financial forecasts.
Technical Analyst
Bonanza Portfolio Ltd
04.2021 - 03.2022
- Created weekly technical reports using indicators (MACD, RSI, Bollinger Bands) for retail investment clients.
- Back-tested strategies with 2+ years of historical data, highlighting trend-based opportunities and risks.
- Assisted 15+ clients monthly with portfolio decisions through analysis-driven insights and trade planning.
Education
Certificate IV - Finance and Mortgage Broking
Master of Applied Finance - undefined
University of Western Australia
06.2024
Bachelor of Civil Engineering - undefined
Vellore Institute of Technology
Vellore06.2020
Skills
- Client Engagement & Communication
- Skip Tracing & Account Recovery
- Regulatory Compliance (NCCP, ASIC, Privacy Act)
- Financial Planning & Mortgage Broking Fundamentals
- Collections, Hardship & Dispute Resolution
- Financial Modelling & Investment Analysis
- Excel, CRM Systems, RP Data, Equifax
- Data Entry & Documentation Accuracy
- Xplan (basic understanding, eager to learn)
Certification
- The complete financial analyst training and investing course, Udemy
- Advanced Quant option Trading and 6 Months Stock Market Course
Timeline
Collections & Recovery Officer
Bankwest
01.2025 - Current
Financial Analyst Intern
Asas Capital
01.2024 - 03.2024
Office Coordinator
Slik Hospitality
01.2023 - 12.2024
Technical Analyst
Bonanza Portfolio Ltd
04.2021 - 03.2022
Certificate IV - Finance and Mortgage Broking
Master of Applied Finance - undefined
University of Western Australia
Bachelor of Civil Engineering - undefined
Vellore Institute of Technology