Jonathan Yoon

Jonathan Yoon Email and Phone Number

Director at Fundify @ Fundify
Jonathan Yoon's Location
Melbourne, Victoria, Australia, Australia
About Jonathan Yoon

Jonathan Yoon is a Director at Fundify at Fundify. He is proficient in Mandarin.

Jonathan Yoon's Current Company Details
Fundify

Fundify

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Director at Fundify
Jonathan Yoon Work Experience Details
  • Fundify
    Mortgage Broker
    Fundify Oct 2023 - Present
    Greater Melbourne Area
  • Aleia Financial Group
    Mortgage Broker
    Aleia Financial Group Apr 2022 - Present
  • Commonwealth Bank
    Relationship Executive - Commercial Banking
    Commonwealth Bank Aug 2021 - Mar 2022
  • Westpac
    Business Banking Manager
    Westpac 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
  • Westpac
    Local Business Banker - Secondment
    Westpac Nov 2018 - Jan 2019
  • Westpac
    Account Executive
    Westpac Dec 2017 - Oct 2018
    Assist 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
  • Westpac
    Senior Personal Banker - Business Banking
    Westpac 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
  • Westpac
    Personal Banker - Various Roles
    Westpac May 2014 - Nov 2015
  • Bas Group Pty Ltd
    Associate
    Bas 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
  • Ey
    Audit Intern
    Ey Dec 2011 - Feb 2012

Jonathan Yoon Education Details

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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