Summary
Overview
Work History
Education
Skills
Timeline
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Yuwei Xu

Rochedale,QLD

Summary

Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions. Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

12
12
years of professional experience

Work History

Loan Officer Assistant

FC Finance
07.2023 - Current
  • Answered inquiries and provided superior customer service to clients.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Communicated with customers daily to request information and complete paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.

Loan Officer Assistant

Capital International Pty Ltd
10.2019 - 06.2023
  • Answered inquiries and provided superior customer service to clients.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Communicated with customers daily to request information and complete paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.

Administrative Manager

SW Brother's Pty Ltd
06.2016 - 09.2019
  • Supervised staff and delegated tasks to maintain positive, productive administrative operations.
  • Updated reports, managed accounts, and generated reports for company database.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Trained employees in company and regulatory compliance requirements to promote conformance.

Teller Supervisor

Armaguard
03.2011 - 11.2016
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained friendly and professional customer interactions.
  • Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
  • Established rapport with new clients to increase satisfaction and loyalty.

Education

Certificate IV in Finance And Mortgage Broking - Finance

Kaplan Professional
Ground Floor, 369 Ann Street, Brisbane QLD 4000
07.2023

Diploma of Hospitality - Hospitality

TAFE Queensland
South Brisbane, QLD
03.2009

Skills

  • Microsoft Office
  • Financial Arrangement Negotiation
  • Federal Statutes
  • Contacting Borrowers
  • Calculations Error Correction
  • Deposit and Payment Collection
  • Loan Records Filing and Maintenance
  • Financial Underwriting
  • Schedule Management

Timeline

Loan Officer Assistant

FC Finance
07.2023 - Current

Loan Officer Assistant

Capital International Pty Ltd
10.2019 - 06.2023

Administrative Manager

SW Brother's Pty Ltd
06.2016 - 09.2019

Teller Supervisor

Armaguard
03.2011 - 11.2016

Certificate IV in Finance And Mortgage Broking - Finance

Kaplan Professional

Diploma of Hospitality - Hospitality

TAFE Queensland
Yuwei Xu