Snow Chen

• Conducted research on loan products and rates for prospective borrowers.
• Resolved any issues or discrepancies related to loan processing.
• Advised clients on available loan programs that best suit their individual needs.
• Helped clients fill out loan applications and find ideal loan options.
• Ensured compliance with federal and state lending regulations.
• Monitored loan progress, ensuring timely processing and closing. Assisted with the development of training materials for employees regarding compliance requirements.
• Assisted with the development of training materials for employees regarding compliance requirements.
• Conducted internal audits to identify areas of non-compliance and recommend corrective actions.

Company Overview: https://www.btbfinance.com.au/

• Organised meetings with clients to discuss their individual circumstances and assess their eligibility for a visa application.
• Assisted clients with completing complex forms related to visa applications.
• Ensured all relevant paperwork was completed accurately prior to submission.
• Conducted in-depth research into migration law and policy updates.

• Greeted customers and took orders for coffee drinks, food items, and other beverages.
• Recruited, trained, managed and evaluated cafe staff performance.
• Ordered supplies needed for daily operations in a timely manner within budget constraints.
• Managed inventory levels to ensure adequate supplies were available at all times.

• Answered incoming calls, took messages, and transferred calls to the consultant.
• Scheduled appointments for clients, customers, and other visitors.
• Maintained client accounts by obtaining, recording and updating personal and financial information.
• Provided administrative support to the consultant, including typing letters, filing documents, and scanning and copying documents when necessary.

During the internship, I have obtained a lot of knowledge and information about foreign exchange investment, which includes fundamental and technical analysis.

Company Overview: https://www.thebcr.com/en.

• Provided administrative support by maintaining client files, scheduling meetings and preparing correspondence.
• Conducted research on investment opportunities and provided recommendations to advisors.
• Analyzed client data to determine current financial position and future goals.

Company Overview: http://www.lmy.com.au/