Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Sophie Zheng

Sydney/Chatswood,NSW

Summary

Highly proficient in NSW Real Estate home loan mortgages, conveyancing, and settlements. I specialise in cultivating robust relationships with key and potential clients. Effectively navigating high volumes of loan documentation in dynamic environments, I consistently meet demanding productivity, funding, and customer satisfaction targets. My expertise extends to verifying tax, credit, employment, loan, and personal and residential histories. Whether working independently or collaboratively within a team, I am adept at accomplishing tasks and refining processes.

With extensive experience of over 3 years in NSW Conveyancing and Settlement, I bring comprehensive knowledge as a communicative Paralegal with end-to-end proficiency in the legal and real estate sectors. My strengths encompass copyrights, settlements, and the contracts underwriting process. I excel in communication, drawing from a diverse multicultural background that enhances my professional and executive communication, customer engagement, and planning skills.

As a dedicated and hardworking professional, I possess strong customer service, multitasking, and time management abilities. Committed to delivering a positive and memorable experience for every customer, I am a highly motivated individual with a keen desire to take on new challenges. Recognised for my strong work ethic, adaptability, and exceptional interpersonal skills, I am proficient in working effectively unsupervised and rapidly acquiring new skills.

Overview

10
10
years of professional experience

Work History

Mortgage Loan Processor

Aumax Finance Pty Ltd
Chatswood, NSW
07.2020 - Current
  • Provided customer service by responding to inquiries regarding loan status.
  • Analysed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
  • Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
  • Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
  • Communicated regularly with customers throughout the entire process from origination through closing.
  • Processed loan documents and ensured compliance with federal regulations.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Maintained accurate records in accordance with company policy and procedures.
  • Organised files electronically according to document type and date received.
  • Completed closing process by collaborating with solicitors, conveyancers, title companies and government clerks.

Business Development Manager

Concept Financial Group
Sydney, NSW
01.2017 - 04.2018
  • Identified potential clients, built relationships, and negotiated contracts.
  • Maintained a database of existing customers and prospective leads.
  • Leveraged cold calling, in-person visits and referrals to build leads.
  • Maintained open and ongoing communication with clients to meet needs and expectations.
  • Attended conferences and trade association meetings with Sydney's banks and financial companies to set up and negotiated new strategy.
  • Determined business development opportunities and implemented effective strategy for client acquisition.
  • Managed all aspects of client accounts including contract negotiations, project planning, budgeting, invoicing and payment processing.
  • Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
  • Established new customer accounts using negotiation and sales closing abilities.
  • Actively engaged in and was a driving force in strategic planning meetings with shareholders for seeking investment opportunities in both Australia and China.

Paralegal

Ren zhou Lawyers
Sydney, NSW
01.2015 - 01.2017
  • Proven experience as a Conveyancing Paralegal of NSW property law from end to end. Work duty included contract preparation and exchange, preparing for and attending project settlements, document production and database maintenance. Familia relative Draft and contractual documentations in various market segments from FIRB cases (foreign investment) to routine local real estate property legal settlements.
  • Successful delivered more than 1,500 settlements valued up to $1.5 billion in 2 years. Met with clients and other legal professionals to prepare and draft settlement packages. Organised legal memoranda and client correspondence. Used computer databases, credit reports, tax and legal filings to locate persons and compile information for investigations. Managed consents to change attorney for high-volume transfers.
  • Identified multiple documentation and process defects with attention to details and help firm from financial loss up to $500k. Lead the process improvement and help reducing customer complaints up to 50% by better communication plan and concise issue resolution, even in personal hours.
  • Associating solicitors and senior legal staffs, assist in daily contracts review, copyright translation and case review. Conduct extensive research relating to laws, regulations, judicial decisions and legal articles and completed all required professional trainings.

Declarant Manager

Australia Express
Sydney, NSW
01.2014 - 12.2014
  • Negotiated contracts with outside providers to minimum risks. Accurately logged all daily shipping and receiving orders.
  • Assisted customers in finding out-of-stock items. Addressed 800 website inquiries per day, converting 500 into renewal customers.
  • Trained 20 new employees quarterly. Cross-trained and provided back-up for other customer service representatives when needed.
  • Worked under strict deadlines and responded to service requests and emergency call-outs.

Education

Professional Education Course - Conveyancing – Law And Practice

Macquarie University
Macquarie Law School, Sydney, NSW
01-2023

Translation Accreditation - Advanced Diploma of Translating

Abbey College
Sydney, NSW
2017

Master - Professional Accounting

Kaplan Business School
Adelaide, SA
2014

Master - Commerce - Finance

University of Adelaide
Adelaide, SA
2013

Bachelor - Commerce

Nanjing University of Technology
2010

Skills

  • Application Legal Document Preparation
  • Financial Document, Contract Review and Negotiation
  • Legal Research, Review and Writing
  • Legal Compliance
  • Client Communication
  • Building Trust and Relationships
  • Estate Administration
  • Settlement preparation and negotiation
  • Attention to Detail
  • Proficient in MS Office, PEXA, and LEAP
  • English/Mandarin Fluency
  • Environmental Compliance
  • Creative and Critical Thinking
  • Judgement and Decision Making
  • Multitasking and self motivation
  • Time management and deadline adherence
  • Team Collaboration
  • Problem-Solving Abilities
  • Database maintenance and file management
  • Adaptability and Flexibility

Additional Information

Possessing strong communication skills and adaptability honed through years of independent living abroad, I excel in quickly adapting to various types of work. As an active participant in the AzNConnect community, I collaborate with other outstanding youth to organize monthly meetups for the Sydney Young Asian Professional Network. Through these networking events, we provide a valuable platform for individuals to connect with some of the brightest minds in business and collaborate with leading corporations.

In 2017, I successfully co-established a Beauty Salon in Sydney, garnering over 1,000 clients by 2018. Specialising in market expansion through SEO and social media strategies, I cultivated strong relationships with local social media companies and maintained stable connections with clients.

Furthermore, I operated a profitable online flower business from 2018 to 2020, achieving a net profit of $40,000 in the first year. This venture demonstrated my ability to manage a global enterprise successfully.

Timeline

Mortgage Loan Processor

Aumax Finance Pty Ltd
07.2020 - Current

Business Development Manager

Concept Financial Group
01.2017 - 04.2018

Paralegal

Ren zhou Lawyers
01.2015 - 01.2017

Declarant Manager

Australia Express
01.2014 - 12.2014

Professional Education Course - Conveyancing – Law And Practice

Macquarie University

Translation Accreditation - Advanced Diploma of Translating

Abbey College

Master - Professional Accounting

Kaplan Business School

Master - Commerce - Finance

University of Adelaide

Bachelor - Commerce

Nanjing University of Technology
Sophie Zheng