Sunita Makkar
Melbourne,VIC
Summary
Motivated and detail-oriented professional with a Master of Financial Analysis, customer service expertise, and a strong understanding of financial products, lending processes, and compliance requirements. Currently pursuing a Certificate IV in Finance and Mortgage Broking to become a qualified mortgage broker. Skilled in managing client relationships, handling complex enquiries, and navigating industry software. Seeking to leverage my analytical abilities, superannuation experience, and passion for helping clients achieve their property goals in a mortgage broking role.
Overview
12
12
years of professional experience
Work History
Customer Service Representative
Hoban Recruitment Agency
Melbourne
12.2022 - Current
- Led a team in delivering customer service for METRO and V-Line projects.
- Addressed customer concerns and escalated issues promptly.
- Provided support at high-profile events including Melbourne Show Grounds, Victoria Election Commission, and Australian Open.
Customer Service Officer
MUFG Pension and Market Services
Melbourne
01.2025 - 04.2025
- Managed high-volume inbound calls related to superannuation enquiries, including financial hardship and compassionate grounds applications.
- Verified client identity using GreenID and other compliance systems in line with KYC and regulatory standards.
- Provided clear and accurate information on superannuation policies and procedures to support informed client decisions.
- Utilised multiple internal software platforms to process requests, update records, and track case progress.
- Maintained compliance with privacy laws, regulatory requirements, and internal quality standards.
Assistant Accountant
PS Cube
Melbourne
03.2023 - 05.2023
- Prepared BAS and individual tax returns.
- Worked with Xero and MYOB for financial reporting.
- Supported audits by preparing documentation and reconciling accounts.
Assistant Manager
Awebmaker
Ludhiana, India
01.2017 - 08.2022
- Managed bookkeeping, auditing, payroll, and budgeting.
- Ensured compliance with tax laws and delivered excellent customer service.
Accounting Trainee
Jagjit & Associates
Ludhiana, India
09.2013 - 04.2015
- Prepared financial statements including Profit & Loss and Balance Sheet.
- Analysed financial data to identify trends and potential issues.
Education
Certificate IV - Finance and Mortgage Broking
Kaplan Institute
08.2025
Master of Financial Analysis -
La Trobe University
Melbourne01.2024
Master of Commerce -
Punjab University
01.2013
Bachelor of Commerce -
Punjab University
01.2011
Skills
- Customer Relationship Management
- Loan Documentation & Compliance
- Financial Modelling & Analysis
- Risk Assessment
- Superannuation Processing & Compliance
- GreenID Verification
- CRM and Financial Software
- Attention to Detail
- Critical Thinking
- Team Collaboration
Websites
Projects
Debt Security & Financial Statement Analysis
o Conducted a comprehensive credit and financial analysis of Reece Limited.
Derivative Securities
o Developed commodity hedging strategies and risk management techniques through a case study of futures.
Commercial landing in Banking
o Created a detailed fund appraisal report evaluating Telstra's creditworthiness and loan application.
o Developed and implemented relationship management strategies for Commonwealth Bank to build lasting client connections.
Equity Securities
o Authored an equity research report on Santos Limited (ASX: STO), focusing on the oil and gas industry.
Stategic Management
o Conducted a strategic analysis of BHP.
o Analyzed the strategic expansion through Dr. Reddy's acquisition of Betapharm.
Corporate Finance
o Performed capital, financial, and corporate analysis of Coles Group Engine Dynamometer Testing.
Bank Risk
o Prepared a model for Volatility Weighted Historical Simulation for VaR, Expected Shortfall and Extreme Value Theory.
Bank Operations and Technology
o Conducted a detailed Strategic Analysis of NAB
Timeline
Customer Service Officer
MUFG Pension and Market Services
01.2025 - 04.2025
Assistant Accountant
PS Cube
03.2023 - 05.2023
Customer Service Representative
Hoban Recruitment Agency
12.2022 - Current
Assistant Manager
Awebmaker
01.2017 - 08.2022
Accounting Trainee
Jagjit & Associates
09.2013 - 04.2015
Certificate IV - Finance and Mortgage Broking
Kaplan Institute
Master of Financial Analysis -
La Trobe University
Master of Commerce -
Punjab University
Bachelor of Commerce -
Punjab University
Similar Profiles
Selena CaseySelena Casey
Participant Support Officer (PSO) at Hoban Recruitment AgencyParticipant Support Officer (PSO) at Hoban Recruitment Agency
Dee BonelloDee Bonello
Event Worker at Hoban Recruitment AgencyEvent Worker at Hoban Recruitment Agency
Alex SinghAlex Singh
Storeperson/Customer Service Representative at Hoban Recruitment AgencyStoreperson/Customer Service Representative at Hoban Recruitment Agency
Sunny NguyenSunny Nguyen
Team Projects or Group Work at High SchoolTeam Projects or Group Work at High School
Gurpreet KaurGurpreet Kaur
Client Support Professional Specialist at Australian UnityClient Support Professional Specialist at Australian Unity