Assistant Relationship Manager

• Jun 2021 - Present

Senior Broker Associate

• Jan 2018 - Jun 2021

• Build strong relationships with customers during the lifecycle of a loan application, ensuring their satisfaction with the services and recurring business from clients • Liaison with key lenders, including big four banks (mainly), second-tier lenders and other specialized finance companies • Conduct fact-finding interviews and analyze the applicant's financial situation and provide possible loan solutions o Evaluate financial histories, salary slips, and tax information o Verify borrower's income and credit information • Ensure compliance documents and information are completed correctly for all customers

Manager Assistant

• Jul 2017 - Dec 2017

Intern- Head office

• Apr 2017 - Jul 2017

• Assisted in preparing annual financial reports and supporting documents. • Processed internal & external corporate payments through Westpac online banking. • Deposited Suncorp account cheques into bank and stopped cheques and payments when required. • Completed credit card reconciliation tasks using NXG reconciliation tool and recorded Suncorp Life and Insurance (AAMI, GIO, and Apia) accounts in Oracle & ODS journals. • Recorded employee payroll details in company journals and reconciled them with monthly bank statements.

Investment Consultant

• Jul 2016 - Sep 2016

•Assisted customers with property buying and provided investment solutions in the Australian market based on customers’ financial situation. •Promoted properties by analyzing the key selling points and identifying customers for the properties. •Identified suitable investment structures by considering individual client’s circumstances and preferences. •Assisted customers with property buying and provided investment solutions in the Australian market based on customers’ financial situation. •Promoted properties by analyzing the key selling points and identifying customers for the properties. •Identified suitable investment structures by considering individual client’s circumstances and preferences.

Tax Accountant Intern

• Jun 2016 - Jun 2016

• Utilized HandiTax software for completing tax returns for individual clients, ensuring high-quality customer service. • Dealt with customer queries relating to tax returns and handled other accounting duties when required. • Utilized HandiTax software for completing tax returns for individual clients, ensuring high-quality customer service. • Dealt with customer queries relating to tax returns and handled other accounting duties when required.

Education Consultant

• May 2016 - Jun 2016

I developed my skills in: • Communicating with customers to find out and satisfy their needs • Improved Team-work skills • Increased Event Organizing skills I developed my skills in: • Communicating with customers to find out and satisfy their needs • Improved Team-work skills • Increased Event Organizing skills

Accounting Internship

• Mar 2014 - Jun 2014

During the internship, I: • Used the firm's accounting software to record transactions • Translated emails and worked with clients During the internship, I: • Used the firm's accounting software to record transactions • Translated emails and worked with clients

Consulting Team Leader Internship

• Oct 2013 - Dec 2013

Rated as the Excellent Intern for 2013. I developed my skills in: • Strong organizational and planning skills by efficiently manage the team • Communication and Interpersonal skills with English-speaking businessmen • Working accurately and efficiently Rated as the Excellent Intern for 2013. I developed my skills in: • Strong organizational and planning skills by efficiently manage the team • Communication and Interpersonal skills with English-speaking businessmen • Working accurately and efficiently