Jonathan Yoon is a Director at Fundify at Fundify. He is proficient in Mandarin.
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Mortgage BrokerFundify Oct 2023 - PresentGreater Melbourne Area -
Mortgage BrokerAleia Financial Group Apr 2022 - Present -
Relationship Executive - Commercial BankingCommonwealth Bank Aug 2021 - Mar 2022 -
Business Banking ManagerWestpac Feb 2019 - Dec 2020· Managing a large portfolio of SME clients providing tailored expert advice across a whole suite of business and retail banking offerings including transactional, commercial and residential lending and payments· Collaborating with business partners both internal and external to identify new business opportunities and maintain referral partnerships -
Local Business Banker - SecondmentWestpac Nov 2018 - Jan 2019 -
Account ExecutiveWestpac Dec 2017 - Oct 2018Assist in the preparation and structuring of credit proposals of up to $3mil for business lending and up to $7.5mil for consumer lending · Provide administrative services to Relationship Manager(s) and finance reporting to the State General Manager · Liaising with external and internal business partners to ensure seamless deal flow from end-to-end · Execute client instructions and handle day to day account management and client interaction/request -
Senior Personal Banker - Business BankingWestpac Dec 2015 - Nov 2017· Identifying cross-sale opportunities and proactively referring customers for FX solutions, Transactional services, wealth management and lending· Building rapport with customers and resolving a variety of simple to complex requests · Achieving weekly set KPIs and exceeding sales target by 220% per annum; sell a full range of consumer and business banking products including deposit accounts, general insurances, superannuation, personal lending, bank guarantees and business credit cards · Assisting with daily branch reporting and compliance -
Personal Banker - Various RolesWestpac May 2014 - Nov 2015 -
AssociateBas Group Pty Ltd Jan 2014 - May 2014· Assist in the preparation of business activity statements for SME clients · Performing internal audit, payroll, bank reconciliation, invoicing and updating clients financial records -
Audit InternEy Dec 2011 - Feb 2012
Jonathan Yoon Education Details
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Accounting And Finance
Frequently Asked Questions about Jonathan Yoon
What company does Jonathan Yoon work for?
Jonathan Yoon works for Fundify
What is Jonathan Yoon's role at the current company?
Jonathan Yoon's current role is Director at Fundify.
What schools did Jonathan Yoon attend?
Jonathan Yoon attended University Of Melbourne.
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Jonathan Yoon
Greater Minneapolis-St. Paul Area -
Jonathan Y.
New York City Metropolitan Area4gmail.com, nestle.com, salesforce.com, salesforce.com -
Jonathan Yoon
Laguna Niguel, Ca3gmu.edu, gmail.com, dataprise.com7 +170338XXXXX
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Jonathan Yoon
Columbus, Oh
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