Yi Partington
Rockdale,NSW
Summary
Seasoned professional skilled in handling large datasets and managing competing priorities, with a keen eye for detail and sound judgment in ambiguous, ever-changing environments. With nearly a decade of experience in client relationship management, financial accounts, and administrative support within Sydney's real estate and mortgage broker firms, I have consistently demonstrated an innovative approach to process improvement, enhancing productivity across my roles.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Junior Loan Processor
Wen's Home Loan
12.2023 - Current
- Loan Application Management: Collaborate closely with the Mortgage Broker to gather and verify client documentation for loan applications. Developed a systematic approach to organizing documents, ensuring compliance with lender requirements and easy accessibility.
- Loan Submission Support: Assist the Broker in preparing and submitting loan applications, ensuring all documentation is complete, accurate, and compliant with lender and regulatory guidelines.
- Client Communication: Maintain consistent communication with clients regarding the progress of their applications, addressing inquiries promptly and professionally.
- Record-Keeping & Organization: Maintain detailed and organized records of loan applications and client communications
- Regulatory Compliance: Stay updated on industry regulations and lending criteria changes by attending workshops, webinars, and training sessions
Sales Administrator & Account Assistant
Ray White Real Estate
08.2018 - 11.2022
- Trust Account Management: Effectively managed trust accounts for over 600 landlords, ensuring daily reconciliation, accurate transaction entries, and prompt resolution of unidentified and unclaimed funds, thereby maintaining financial integrity and trust.
- Accounting & Financial Operations: Utilized Console to prepare mid and end-of-month financial disbursements, manage arrears, and maintain accurate ledgers
- Responsible for lodging bonds and overseeing bond disposals.
- Contract Management: Assisted property managers and sales teams with contract preparation and filing, improving efficiency and agent credibility through the introduction of a streamlined handover kit.
- Client Relationship Management: Acted as a key liaison for owners, tenants, and creditors, effectively resolving account queries and enhancing customer satisfaction through strong communication and relationship-building skills, ensuring timely and compliant fulfillment of all requests.
- Policy & Procedure Development: Authored and implemented a comprehensive office management handbook in compliance with Fair Trading regulations, ensuring adherence to industry standards and minimizing legal risks.
- Risk Management: Partnered with the IT department to establish a robust data backup strategy, supporting the successful rollout of marketing campaigns across multiple channels and ensuring business continuity.
- Teamwork: Recognized for exceptional availability to assist with office administration and support tasks, including staff training on records management best practices, which improved team efficiency and reduced errors.
Property Management/Accountant Assistant
IPS Partners
02.2017 - 06.2018
- Financial Management: Played a pivotal role in preparing financial statements, trust accounting, bank reconciliations, cash flow forecasting, and invoice processing, ensuring all financial operations were up to date and accurate.
- Accounts Payable: Maintained company finances effectively by overseeing the day-to-day processing of accounts payable transactions, ensuring compliance and accuracy.
- Client Relations: Cultivated positive relationships between landlords and tenants, acting as a key interface to ensure efficient communication and problem resolution.
- Office Operations: Managed daily office tasks, including rental lease preparation, lease reviews, rent updates, arrears management, and rental bond processing, ensuring smooth and organized operations.
- Sales and Marketing: Conducted open houses for sales, leveraging excellent communication and interpersonal skills to engage potential buyers and tenants.
Education
Master of Advanced Professional Accounting -
Charles Sturt University
Sydney, Australia2016
Master of Business -
University of Newcastle
Sydney, Australia2013
Diploma of Commerce - Commerce
Macquarie University
Sydney, Australia2010
Skills
- Application Review
- Loan processing knowledge
- Financial Data Analysis
- Accuracy and Precision
- File Management
- Deadline-oriented
References
Reference available upon request
Certification
Class 2 Real Estate Agent
Certificate of Registration Real Estate
Timeline
Junior Loan Processor
Wen's Home Loan
12.2023 - Current
Sales Administrator & Account Assistant
Ray White Real Estate
08.2018 - 11.2022
Property Management/Accountant Assistant
IPS Partners
02.2017 - 06.2018
Master of Advanced Professional Accounting -
Charles Sturt University
Master of Business -
University of Newcastle
Diploma of Commerce - Commerce
Macquarie University
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