Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Activities
Timeline
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Yasmin Allen

Drummoyne,Australia

Summary

I am a 24 year old, dynamic and results-driven professional with a proven track record of thriving in fast-paced environments. My experience in customer-facing roles and my dedication to achieving excellence have equipped me with a strong foundation in finance, administration, and client relations. As a qualified Financial Administrator, I have successfully managed complex tasks and consistently met tight deadlines. With a commitment to continuous learning, I actively pursued advanced certifications in business banking to further enhance my expertise.

Currently I am living in Australia on a working holiday visa, and actively seeking employment.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Client Portfolio Manager

Empire Commercial Finance
Chester
03.2020 - 11.2023
  • Communication with diverse stakeholders including clients, lenders, solicitors and banks through emails and calls
  • Ensuring compliance with case requirements and regulations while processing applications and inquiries
  • Maintaining accurate client records within CRM system and producing necessary documentation
  • Writing detailed credit papers to present to lenders, on behalf of our clients.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Responded effectively to sensitive inquiries or complaints.
  • Contributing to strategic decisions through data analysis and presentation creation
  • Effectively handling face-to-face interactions with clients and banks fostering strong relationships
  • Training new team members, supporting IT troubleshooting, and engaging in networking and marketing efforts
  • Distributing leads to colleagues and monitoring progress
  • Fulfilling PA responsibilities including booking work trips, arranging events and managing diaries and daily to-do lists.
  • Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
  • Coached junior team members on best practices for managing portfolios effectively.
  • Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
  • Processed invoices for payment using accounting software applications.
  • Conducted research on loan products and rates for prospective borrowers.
  • Prepared quotes for customers based on their specific needs.

Office Cleaner (part-time)

Birkin Cleaning Services
11.2021 - 08.2023
  • Swept and mopped floors, vacuumed carpets, and dusted surfaces.
  • Cleaned bathrooms, including toilets, sinks, countertops, mirrors, and floors.
  • Emptied wastebaskets and replaced liners.
  • Stocked supplies such as soap, toilet paper, and paper towels in restrooms.
  • Maintained cleaning equipment and materials in a safe and sanitary working condition.
  • Polished furniture to remove dust and dirt buildup.
  • Washed windows both inside and outside of the facility.
  • Disinfected doorknobs, light switches, telephones, computers, desks and other high-touch surfaces.
  • Removed bin bags, broke down boxes and placed recyclable materials in designated disposal areas.

Industrial Cleaner (part-time)

West Cheshire Cleaning Facilities
11.2019 - 03.2023
  • Clean windows, walls, doors, and other surfaces in the factory using appropriate cleaning solutions.
  • Empty wastebaskets and replace liners as needed.
  • Disinfect equipment according to safety protocols.
  • Clean production machinery before and after use.
  • Maintain records of cleaning activities including materials used and time spent on each task.
  • Cleaned building floors by sweeping, mopping, scrubbing or vacuuming.
  • Serviced, cleaned and restocked restrooms.

Team Leader - Nursery Nurse

First Steps Nursery - Buckley
02.2017 - 03.2023
  • Assisted in planning and implementing age-appropriate activities for the children.
  • Prepared snacks and meals for the nursery children according to dietary requirements.
  • Provided emotional support, guidance and care to all nursery children.
  • Performed daily health checks on each child including temperature checks.
  • Organised play areas with toys, games and equipment to encourage learning through play.
  • Ensured that all safety regulations were adhered to at all times.
  • Helped children develop their independence skills such as dressing themselves or using cutlery correctly.
  • Kept records of each child's development, behavior and progress.
  • Communicated effectively with parents, guardians and colleagues regarding any issues or concerns relating to the nursery children.
  • Worked closely with other staff members in order to ensure that the needs of every child were met.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Collaborated with others to discuss new opportunities.
  • Developed strategies for problem solving and conflict resolution among team members.
  • Conducted regular performance reviews to assess individual team member progress.

Mail Sorter (Christmas Temp)

Royal Mail
11.2018 - 12.2019
  • Sorted incoming mail for distribution to staff, departments and external customers.
  • Maintained accurate records of all processed items.
  • Inspected incoming mail for damage or missing pieces.
  • Labeled containers with required information before dispatching them.
  • Placed mail into appropriate PO boxes.

Education

SafeWork NSW
02.2024

The London Institute of Banking and Finance
06.2022

Elfed High School
05.2015

Deeside College

Skills

  • Financial Analysis
  • Organisation
  • Communication
  • Customer Service
  • Attention to Detail
  • Reliability
  • Presentation Skills
  • Computer Literate
  • Phone Etiquette
  • Housekeeping

Certification

  • GCSE, Mathematics Grade B
  • GCSE, English Language Grade C
  • GCSE, Science Grade C
  • GCSE, Additional Science Grade B
  • GCSE, Food and Nutrition Grade B
  • Health and Social care
  • Personal Finance, Grade A
  • Diploma in Children’s Care, learning and development (CCLD) , Level 3
  • Financial Administrator, Level 3 (Distinction)
  • UK Financial Services, regulations and ethics (CF1), Chartered Insurance Institute
  • Certificate in Business Banking (CertBB), The London Institute of Banking & Finance
  • Text Processing, Level 2
  • Digital Literacy, Level 2
  • Food Hygiene, Level 2
  • Safeguarding
  • Basic First Aid
  • SafeWork NSW White Card
  • SafeWork NSW Traffic Controller
  • SafeWork NSW Implement Traffic Plans

Accomplishments

  • Employee of the Year at Empire Commercial Finance
  • Employee of the Year at First Steps Day Nursery

Activities

In my spare time, i cherish spending time with my friends and family. I enjoy attending music concerts and going on long works in the countryside or along the beach.

Timeline

Office Cleaner (part-time)

Birkin Cleaning Services
11.2021 - 08.2023

Senior Client Portfolio Manager

Empire Commercial Finance
03.2020 - 11.2023

Industrial Cleaner (part-time)

West Cheshire Cleaning Facilities
11.2019 - 03.2023

Mail Sorter (Christmas Temp)

Royal Mail
11.2018 - 12.2019

Team Leader - Nursery Nurse

First Steps Nursery - Buckley
02.2017 - 03.2023

SafeWork NSW

The London Institute of Banking and Finance

Elfed High School

Deeside College

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Yasmin Allen