Jimmy Lee
Loan Assessment Officer at Queensland Rural and Industry Development Authority- Claim this Profile
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English Professional working proficiency
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Mandarin Native or bilingual proficiency
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Taiwanese Native or bilingual proficiency
Topline Score
Bio
Experience
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Queensland Rural and Industry Development Authority
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Australia
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Government Administration
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1 - 100 Employee
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Loan Assessment Officer
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Mar 2019 - Present
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Franchisee
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May 2016 - Oct 2018
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NAB
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Australia
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Banking
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700 & Above Employee
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Mobile Lending Expert | Business Development and Acquisition
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Oct 2015 - Jan 2016
Residential Property Lending Provides anytime anywhere service for home/investment mortgage clients at their most convenience time One stop banking solution and point of contact for all enquiries Ensuring clients are adequately protected and wealth planning strategies. Residential Property Lending Provides anytime anywhere service for home/investment mortgage clients at their most convenience time One stop banking solution and point of contact for all enquiries Ensuring clients are adequately protected and wealth planning strategies.
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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/Business Banking Specialist
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May 2014 - Oct 2015
Commonwealth Bank of Australia is the largest bank in Australia with businesses across New Zealand, Fiji, Asia, USA and the United Kingdom. It provides a variety of financial services including retail, business and institutional banking, funds management, superannuation, insurance, investment and broking services. • Assisting customers using technology platforms to manage everyday banking, • Conduct financial health check to assist customers reach their goals • Proactively identify customer needs and future financial plans • Explain and make recommendations of financial products to customers • Proactive outbound calls to follow up customers and review their banking is setup • Make referrals to specialists in business banking or financial planning team • Build sales and referral pipelines by offering to assist
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Credit Analyst/Loan Account Officer/Relationship Manager
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Apr 2013 - Apr 2014
Mega International Commercial Bank is a subsidiary of Mega Financial Holding Company. It is one of the leading banks in Taiwan, with branches across the world including Brisbane.• Customer service • Prepare credit proposals/report• Customer credit reviews• Daily report with overdue payments• Customer follow-up• Customer liaison to assess customer financial needs• Identify opportunities for credit exposure• Gather information of customer’s proposal and financial position• Credit risk evaluation• Loan contract preparation and signing
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Administrator/Accountant
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Nov 2011 - Mar 2013
Mega International Commercial Bank is a subsidiary of Mega Financial Holding Company. It is one of the leading banks in Taiwan, with branches across the world including Brisbane.• Administration• Banking• Working Visa applications• Accounts payable• Procurement• Payroll and leave calculations• Business activity statement• Daily and monthly loan/accounting reports preparation• SWIFT handling• Cash and cheque handling• Account reconciliation reports to Deputy General Manager
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LJ Hooker
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Australia
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Real Estate
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700 & Above Employee
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Sales Associate/Personal Assistant
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Sep 2010 - Aug 2011
LJ Hooker Real Estate Agents offer specialist property services to buy, sell and rent real estate throughout Australia. • Administration • Customer service • Advertisements editing • Market analysis • Contracts and documents preparation • Open houses • House inspection • Generate leads for property listing LJ Hooker Real Estate Agents offer specialist property services to buy, sell and rent real estate throughout Australia. • Administration • Customer service • Advertisements editing • Market analysis • Contracts and documents preparation • Open houses • House inspection • Generate leads for property listing
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Education
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UNSW
Graduate Certificate, Financial Technology -
QUT (Queensland University of Technology)
Bachelor of Business, Accounting and Finance