Experience

• 

  ANZ

  • Australia
  • Banking
  • 700 & Above Employee

  • Home & Investment Lending Manager

    • May 2022 - Present

    In my current role, I work closely with customers, real estate agents, solicitors, and accountants. I guide customers through their saving journey and supporting them in acquiring owner-occupied or investment properties.Key responsibilities in my role include:- Identifying home loan needs and align them with short-term and long-term goals;- Reviewing customers' income structures, including PAYG and self-employed, to determine serviceability across various home loan scenarios;- Managing the end-to-end processing of home loan applications;- Diligently adhering to and managing fraud and compliance risks to uphold the integrity of the lending process.

  • Home & Investment Lending Associate

    • May 2021 - May 2022

    I worked with Home Lending & Investment Associates and Managers to assist customers with home purchase and refinance on the owner-occupied and investment property. I was strongly involved in the branch activities and sponsored partners activities to provide ANZ customers with a seamless branch experience by meeting each customer's end to end banking's needs and across transaction activities.Key responsibilities in this role include:- Built home loan pipeline and managed the pipeline;- Identified home loan needs and assisted customers with applications;- Promoted ANZ digital banking and provided the alternative solution for customers.

  • Personal Banker

    • Nov 2017 - May 2021

    I provided customers with a seamless branch experience by meeting each customer's end to end banking needs across transaction activities, need-based conversations and educating them on digital solutions. I identified opportunities and prioritising the complete financial needs of customers. Key responsibilities in this role include:- Provided frontline services;- Handled large cash transactions on daily basis;- Provided general financial enquiries, i.e.. transaction/ saving account, general insurance, deceased estate, power of attorney; - Identified business structure and opened business account;- Unsecured lending, such as credit card and personal loan;- Identified home loan opportunity and referred to home loan specialist.

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  sgfleet

  • Canberra, Australia

  • Fleet Manager

    • May 2017 - Jul 2017
    • Canberra, Australia

    I worked as fleet specialist and specialised in providing novated leasing solution for government departments. My responsibilities included reviewing client fleet portfolios and ensuring each vehicle's service records were up to date. Additionally, I collaborated closely with the servicing te...

• 

  Cars of Canberra

  • Canberra, Australia

  • Finance Officer

    • May 2015 - Apr 2017
    • Canberra, Australia

    I worked as entry level finance offer and in charge of accounts receivable as debt collector and covered accounts payable when it is needed. I prepared financials reports to business owners for business cash flow and budgeting. Apart from AP&AR role, I assisted CFO with car sales commission c...