Fiona Wu
Melbourne
Summary
Looking to bring further success to a company through excellent attention to detail and a keen understanding of regulatory procedures. Knowledgeable and dedicated customer service professional with extensive experience in business banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Customer Banking Specialist
Commonwealth Bank
Melbourne
04.2022 - Current
- Reviewed and verified income, credit reports and employment histories for each borrower.
- Recommended approval or disapproval of credit card, personal loan or credit loans.
- Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Processed various transactions with accuracy and according to bank standards and legal requirements.
- Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Developed valuation for complex transactions across variety of sectors.
Property Manager
Ray White
Melbourne
09.2019 - 04.2022
- Introduced prospective tenants to types of units available and performed tours of premises.
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
- Maintained sufficient number of units market-ready for lease.
- Oversaw management of 150 properties while providing general service to tenants.
Education
Bachelor of Applied Finance
Macquarie
Sydney 03.2009 - 12.2012
Master of Accountancy -
Holmes Institute
Melbourne 12.2015 - 06.2017
Skills
Good communication skills
Excellent written and oral communication
Customer Relations
Sales expertise
Complaint resolution
Staff education and training
Financial statement review
Delinquency monitoring
Compliance assessments
Credit validations
Credit decisions
Analytical and Critical Thinking
Timeline
Customer Banking Specialist
Commonwealth Bank
04.2022 - Current
Property Manager
Ray White
09.2019 - 04.2022
Master of Accountancy -
Holmes Institute
12.2015 - 06.2017
Bachelor of Applied Finance
Macquarie
03.2009 - 12.2012