Whitney Wang
Macquarie Park,NSW
Summary
A detail-oriented and passionate individual with a can-do attitude is looking for an Entry Level Banking role. I am a highly motivated, and competent collaborator with a desire and passion for continuous professional development. I can bring a positive, supportive mindset to any team. I pride myself on taking ownership of challenging problems and maintaining high standards. I am confident I can add value to your organisation by being diligent and conscientious in my work.
Overview
4
4
years of professional experience
Work History
Administration & Account Officer
Vestyn Capital
10.2022 - Current
- Achieving exceptional numerical proficiency by consistently creating 20 accurate statements of return on investment and loan statements on a quarterly basis, establishing a standard for precision in financial reporting.
- Earning a reputation for exceptional attention to detail by processing 25 invoices and payments per month with the uttermost precision on a consistent basis.
- Preparing 5 indicative term sheets and letters of offer to support the BDM each week, contributing to the efficient execution of lending activities.
- Demonstrating organisational prowess by administering data entry and database updates and ensuring consistently high data quality standards.
- Completing duties such as cash flow projections, and bank reconciliation with a combination of speed and accuracy, thereby improving overall financial processes.
- Adopting a proactive and adaptable mindset, I increased efficiency and accuracy by 10% through self-taught Excel skills, including the creation of a bill generator and inquiry dashboard.
- Utilising credit assessment fundamentals, including the preparation of VEDA reports, title searches, valuation report instructions, and credit review report writing.
- Playing a pivotal role in streamlining administrative processes, providing efficient management of incoming communication to facilitate clear and efficient stakeholder interactions.
- Participating in the organisation of marketing activities, such as broker events, investor seminars, and social media account administration, thereby enhancing the company's external brand presence.
- Contributing to the preparation of quarterly compliance meeting minutes and documentation, ensuring the company's compliance with regulatory requirements.
Document Preparation Specialist
MSA National
12.2021 - 08.2022
- Verified and reviewed documents submitted by Brokers for completeness
- Coordinated with Brokers and requested relevant information and documents
- Liaised with the loan processing officer to confirm detailed information and sent the file back to the bank if necessary
- Completed loan documents and change of name forms in accordance with legal requirements in different states accurately and efficiently
- worked in a fast-paced team
Assistant Accountant
ASAP Finance Solutions
11.2019 - 06.2021
- Assisted with completing loan application forms and inspected documents for accuracy
- Courteously demonstrated strong communication skills calling banks to check for the status of home loan applications for clients
- Accurately entered financial data and prepared tax return forms and Business Activity Statements
- Competently assisted with filing income tax returns for individuals and small businesses
- Prepared complaint letters on behalf of clients and effectively used emails for client communications
- Monitored the status of accounts receivable and payable to facilitate prompt processing.
Education
Master of Commerce - Accounting
The University of Sydney
Sydney, NSW06.2019
Skills
- Excellent attention to detail is demonstrated by meticulously entering and maintaining clients’ data in my roles as a Document Preparation Specialist and as an Assistant Accountant
- Proficient in the use of all Microsoft Office applications, as demonstrated by crafting invoices in Excel and preparing detailed revenue and expense lists for small companies
- Strong organisational skills and prioritisation skills are demonstrated by creating to-do lists and making sure tasks are properly scheduled in order to stay on track with deadlines
- Good teamwork is demonstrated during my internship at Global Scope Program, I worked closely with other team members and completed tasks that were assigned to me
- Good verbal and written communication skills, active listening skills and customer service skills were acquired when liaising with Brokers and Loan Officers and dealing with inquiries
Timeline
Administration & Account Officer
Vestyn Capital
10.2022 - Current
Document Preparation Specialist
MSA National
12.2021 - 08.2022
Assistant Accountant
ASAP Finance Solutions
11.2019 - 06.2021
Master of Commerce - Accounting
The University of Sydney
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