Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Sina Nguon

Watsonia,VIC

Summary

Ambitious, detail-oriented Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.

Overview

22
22
years of professional experience
1
1
Language

Work History

Analyst- Marketing Operations

NAB
800 Bourke Street, Docklands
07.2012 - Current
  • Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and business trends.
  • Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
  • Led monthly meetings with stakeholders to analyze spending and provide financial recommendations.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Created and maintained precise and accurate models, charts and reports.
  • Consolidated financial data and materials for key leadership meetings.
  • Developed, produced and analyzed financial statements by region.
  • Reviewed and analyzed project spending throughout project life cycle.
  • Developed spreadsheet models for diverse projects and analysis.
  • Built and maintained databases for forecasting future financial performance within the Marketing Team.

Legal Assistant

NAB
800 Bourke Street, Docklands
02.2010 - 01.2012
  • Group Governance & Legal (NAB) Business Bank Transactions VIC, SA, TAS & NT Pier 4 Level 4 Assisting Head of Business Bank Transactions VIC, SA, TAS & NT in day to day duties Organising day to day Appointments for Head of Business Bank Transactions VIC, SA, TAS & NT Provide diary management and support for the Head of Business Bank Transactions VIC, SA, TAS & NT Arrange and organised accommodation and transport for the Head of Business Bank Transactions VIC, SA, TAS & NT Implementing smooth work processes e.g.
  • Forms Organising functions for the team Preparing information on the team for our business networking meetings Answering the phone Preparation for monthly team meeting; agenda and meeting minutes Organising team lunches and events Verifying and approving invoice payments via MMS and PAP systems Weekly GA Report Reconciliation.

Analyst

JANA Investment Advisers (MLC)
530 Collins Street, Melbourne
06.2007 - 01.2010
  • Provide operational client services support to JANA consultants and analysts.
    • Reconciliation of data and excel spreadsheet inputting.       
    • Data entry – manager statements & custodian reports.
    • Reconciliation of monthly valuations & performance.
    • Preparation of monthly and quarterly client reports.
    • Reviewing and collating of monthly investment manager statements and processing portfolio data via internal data management system.
    • Other, general support, maintaining market indices, file management and printing and binding of client reports.
    • Assisting in invoicing clients.
    • Setup new funds for new clients.
    • Liaison with clients, investment managers, custodian and internal staff where necessary.
    • Monitored organization's performance against competitors.
  • Presented oral and written reports on client's investment portfolio.

HR Officer

JANA Investment Advisers (MLC)
530 Collins Street, Melbourne
11.2007 - 01.2008
  • Payroll transactions in preparation for fortnightly payroll via SAP system.
  • Managed on-boarding new starter into the Team.
  • Provide diary management and support for company Director Process expense invoices for the company Arrange and organised accommodation and transport for consultant.
  • General office administration duties such as banking, filing, mail and photocopying.
  • Assist in answering phone through switchboard.

Credit Officer

NAB
445-447 Warrigal Road, Moorabbin East
01.2006 - 01.2007
  • Identification and fulfillment of cross sell sales for Branches Provide a primary point of contact (i.e.
  • inbound telephone calls) for coordinating settlements, deceased accounts, liaising with solicitors in relation to security issues (e.g. easements, sub divisions etc) and queries from Branches regarding activities lodged via
  • Workload Tracker Attend to general customer inquiries as directed by Branch staff Verification of customer details arising from consumer loan applications.
  • Organise preparation of consumer loan documentation with Lending Services and checking documents for accuracy upon receipt at RFS SC.
  • Organise for consumer documents and relevant brochures to be forwarded to customer for remote execution.
  • Diarise to follow up return of executed documents.
  • Coordinate property settlements with solicitors and Lending Services Arrange for loans to be drawn at Lending Services.
  • Handle inquiries from customers and support Areas Action Deceased Accounts with business lending Process Operational Risk Event Capture System (ORECS) for non lending losses.

Support Officer

NAB
445-447 Warrigal Road, Moorabbin East
05.2005 - 01.2006
  • Personal Lending Verification- Home Loans and Flexi Plus Mortgages (New and Existing customers) Check documents prepared by Lending Services- attaching 'Please Sign Here' stickers, insert any other applicable brochures and relevant documents.
  • Organise and liaise with Solicitors and lending Services for settlements where required.
  • Prepare and complete Audit Certificates.
  • Payout Requests for Non Standard Fixed Rate Loans.
  • Co-ordinate and action the accounts and services for Deceased Customers with Consumer Lending.
  • Organise security document requests (i.e. sub division and easements) Process requests for Business Name and Company Name and Title Searches.
  • Organise and liaise with Banker and Lending Services in relation to the preparation of Guarantees By Bank.
  • Investigate customer complaints/Resolve and Refer Operational Losses (Non Lending Losses)
  • Organise amendments and closure of accounts and services for Employees Leaving the Bank.

Teller/Customer Service Officer

NAB
566 Burke Road, Camberwell, 103-105 Koornang Road, Carnegie, Chadstone Shopping Centre
03.2002 - 01.2005
  •  Retaining profitable customers using negotiating techniques and special offers.
  • Being aware of any changes to banking products.
  • Outbound calling to customers for any campaigns the bank is running.
  • Organising scripting of outbound calls for personal loans campaign.
  • Updating customer information and maintaining via our systems.
  • Creating credit card and personal loan applications for customers.
  • Following through with applications I have created to assist with any future customer enquiries.
  • Cash handling skills.
  • General duties, transactional banking systems (lotus notes and eBOBS).
  • Over the counter transactions, (deposits, withdrawals and international transactions).
  • Customer service, customers awareness of products and services, encourage convenience banking (internet and phone banking and express cheque deposits).
  • Ensure that compliance requirements are met.
  • Calling existing customers to maintain customer relationship.
  • Interacting with clients who had specific home loan queries.
  • Referring customers to product specialists.
  • Liaising with other departments to achieve the best result for the customer.
  • Building rapport with our customers.
  • Running over our customers home loans in specific detail as a post settlement call

Education

High School Diploma -

Cleeland Secondary College
1999

Certificate IV Financial Services -

Swinburne University of Technology
2002

Advance Diploma - Banking and Finance

Swinburne University of Technology
2007

Bachelor of Business - Banking & Finance

Victoria University of Technology
2011

Skills

  • Strong organization
  • Excellent attention to detail
  • Excellent communication skills
  • Expert in customer relations
  • Data trending
  • Project management
  • Financial and operational reporting
  • Flexible team player

References

REFEREES On Request

Timeline

Analyst- Marketing Operations

NAB
07.2012 - Current

Legal Assistant

NAB
02.2010 - 01.2012

HR Officer

JANA Investment Advisers (MLC)
11.2007 - 01.2008

Analyst

JANA Investment Advisers (MLC)
06.2007 - 01.2010

Credit Officer

NAB
01.2006 - 01.2007

Support Officer

NAB
05.2005 - 01.2006

Teller/Customer Service Officer

NAB
03.2002 - 01.2005

High School Diploma -

Cleeland Secondary College

Certificate IV Financial Services -

Swinburne University of Technology

Advance Diploma - Banking and Finance

Swinburne University of Technology

Bachelor of Business - Banking & Finance

Victoria University of Technology

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Sina Nguon