Elena Yan
Credit Analyst at Confiance Finance- Claim this Profile
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English Native or bilingual proficiency
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Mandarin Native or bilingual proficiency
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Cantonese Native or bilingual proficiency
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Bahasa Malaysia Native or bilingual proficiency
Topline Score
Bio
Sandy Liew
Elena is a very detailed person and has strong determination to resolve problems applying workable ethical strategies.
Sandy Liew
Elena is a very detailed person and has strong determination to resolve problems applying workable ethical strategies.
Sandy Liew
Elena is a very detailed person and has strong determination to resolve problems applying workable ethical strategies.
Sandy Liew
Elena is a very detailed person and has strong determination to resolve problems applying workable ethical strategies.
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Credentials
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Certificate IV in Finance and Mortgage Broking
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Certification 4 for Financial Banking Certificate
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Diploma of Finance and Mortgage Broking
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Experience
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Confiance Finance
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Australia
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Financial Services
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1 - 100 Employee
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Credit Analyst
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Oct 2018 - Present
Confiance Finance provides a personalised broking service specialising in residential, commercial and construction finance solutions. We pride ourselves on tailoring financial solutions to your wealth creation needs utilising products and services from Australia’s leading banks. Expert finance advice: We will meet with you and take the time to understand your individual needs. We’ll help you find the right loan from the right lender, which could save you thousands and hours. We will take you through the finance application process step by step, helping you pick the right loan from the right lender. We’ll do all the running around and manage the process from application to settlement. After your loan is settled, we are committed to keeping in regular contact with you to ensure you get: - Regular updates on property market changes - Advice on your loans if your situation changes - Annual reviews to ensure your loan is competitive and working well for you Show less
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Straight Line Finance
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Australia
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Financial Services
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1 - 100 Employee
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Credit Analyst
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Sep 2017 - Sep 2018
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Westpac
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Australia
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Banking
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700 & Above Employee
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Local Business Manager
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Oct 2015 - Dec 2017
- Manages a portfolio of SME clients- Outstanding interactions with existing and prospective customers- Maintaining existing exposures and ongoing lending and credit requirements - Acquiring new to bank SME clients- Maximizing opportunities to earn all of our customers’ business, including lending, deposits, transactional banking solutions, investments and protection- Developing and growing deep industry expertise and referral networks- Developing strong credit skills in commercial, consumer and equipment finances- Financial analysis and deal structuring Show less
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Personal Banker Premium
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Sep 2014 - Sep 2015
- Strong customer service focused- Ability to have in-depth conversations with clients to identify their financial needs- Handling more complex issues such as home loan enquiry, writing residential home loans, wealth discussion to plant an interest in clients- Ability to solve complicated questions - Willing to walk extra mile to get the best solution for clients- Exposure to home loan lending
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Personal Banker
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Apr 2014 - Aug 2014
- Customer service focused- Ability to provide advice for financial products- Identifying customer's needs and providing solutions to client, problem solving- Identifying new opportunities and referring to specialist- Gaining knowledge to source own business from referring partners, smashing sales target
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Customer Service Representative
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Jun 2012 - Mar 2013
Experienced in Telling and referring potential opportunities. Strong knowledge on cash handling and customer service focus. Experienced in Telling and referring potential opportunities. Strong knowledge on cash handling and customer service focus.
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Education
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University of Melbourne
Double degree on Commerce and Arts, Accounting and Business/Management