William (Bo) GU

• Manage End to End onboarding of new clients including KYC/AML/CTF verification processes.

• Liaise with the Investor Relations team to obtain relevant capital raising details.

• Issuing and process all investors funding, interest payments, redemptions and allocations.

• Preparation and distribution of Syndicate Information Memorandums (SIMS) for all new investments.

• Support the Investor Relations team to manage communication updates, database mailouts and responses.

• Draft and distribute written correspondence to investors.

• Develop and implement processes to promote efficiency in client acquisition, onboarding, and investment drawdown.

• Liaise with the Execution and Finance team to process settlements, loan drawdowns and repayments.

• Process Loan transaction in ARMnet in accordance with the facility terms and conditions.

• Prepare and issue monthly interest call notice to borrowers.

• Reconcile interest received from borrowers.

• Maintenance of all loan records in ARMnet as well as reconcile data with third party reports.

• Preparation of monthly borrowers and investors statement and issue them within the SLA.

• Update monthly RBA rate for loans when required

• Supporting Customer Service Officer to identify risks that might impact on achievement of project and advise of any perceived project delivery risks and their mitigates during origination phase.
• Supervised loan personnel and motivated to maintain customer service and performance standards.
• Monitored pipelines to track and log status of loans.
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Supporting continuous workflow of team whilst providing excellent customer service.
• Working closely with Contractors, Quantity Surveyors, Property Analyst and Borrowers to manage construction risk.
• Early identification and escalation of any construction and development issues.
• Review of Credit Approval and establishment of cost to complete workbooks.
• Attending Credit Committee Meeting and prepare Internal Loan Approval documents.
• Finalize progress claims and documentation upon completion along with release of security.

• Provided knowledgeable service and support for all customer needs.
• Ensure daily that Investments Team fulfills all responsibilities to complete daily transactions and attend to Member enquiries.
• Perform all necessary Investment Team tasks in timely manner, including, but not limited to: Processing Investment Applications; Processing redemption requests; Member consents; Loan renewals; Processing requests to transfer investments; Daily transactions; and Producing and distributing Member Reports.
• Ensure compliance with RMBL PDS.
• Passionate about learning and committed to continual improvement
• Developed strong communication and organizational skills through working on group projects

• B2B business development and offer Onboarding Service to both international and domestic clients across different cultural and financial background.
• Distribute leads to internal stakeholders within Westpac such as business banking customers at branch and young professions to premium etc.
• Provided leadership to front line staff in form of sales management, team performance management, team building, team coaching and training.
• Handling incoming enquires through internal and external stakeholders.
• Prepare sales plan and reporting as required.
• Maximize revenue from client and seek out upsell opportunity.
• Maintain strong relationship with internal stakeholders by facilitating monthly meeting to review newly on-boarded customer’s products and services, also gain latest updated information such as loan related news from home loan to extent of business loan.
• Facilitate and support new migrant customers for their everyday banking and business account also inform them with instruction for all documentations required for business banking account set up.
• Quarterly follow up phone call to all newly on-boarded customers for their transactional enquiries, protection needs and FX enquiries etc.
• Taking Business Development’s responsibilities to engage and maintain ongoing relationship (Unpaid referrals).
• Collaborate with branches on weekly basis to offer banker training of Migrant and New to Bank business.
• Assisting Workplace Banking BDM to facilitate activation and recording leads.
• Meeting with internal stakeholders to support migrant banking business strategies.
• Launch workshop with internal stakeholder to deliver business strategies and opportunities.
• Created plans and communicated deadlines to ensure projects were completed on time.
• Identified issues, analyzed information and provided solutions to problems.
• Conducted research, gathered information from multiple sources and presented results.
• Led projects and analyzed data to identify opportunities for improvement.

• VIP customers and Business partnership.
• International flights onboarding.
• Cargo dispatch.
• Load control.
• Customer care team lead.

• Answered incoming telephone calls, took down messages and provided information.
• Sorted and organized files, spreadsheets and reports.
• Delivered clerical support by handling range of routine and special requirements.
• Achieved management recognition by designing and implementing special project during internship.
• Took detailed meeting minutes, prepared meeting rooms and compiled paperwork to support department.
• Worked on projects using knowledge gained in classes to put together recommendations for issues.
• Interacted with customers by phone, email or in-person to provide information.
• Developed social media strategy templates for Twitter, Instagram and Facebook.
• Completed research, compiled data, updated spreadsheets and produced timely reports.
• Maximized productivity by analyzing protocols and identifying areas for improvement.
• Analyzed problems, identified solutions and made decisions.
• Upheld office schedule and calendar to coordinate workflow and meetings.
• Developed business, financial and analytical skills needed for career.

• Responsibilities.
• Record the financial data on daily basis.
• Analysis the business performance (Sales).
• Dealing with the complaints.
• Revalidating / reissuing the flight tickets.
• Forge the friendly relationship with customers.
• Webcam meeting on weekly basis with China office July 2012 PriceWaterHouseCooper (Melbourne Office).