Role Summary:• Client Managemento Collection and safeguarding of clients’ vital and confidential information.o Following up on clients regularly ensuring their file is up to date and expediting towards settlement.• Loan Serviceability/Submissiono Use of various online loan calculators of major banks such as St George, ANZ, CBA, etc to assess the financing capacity for the clients.o Use of excel to calculate loan serviceability manually.o Assess the client’s funding position and borrowing capacity.o Compare different loan products to select the most suitable one as per the client’s needs. o Work out out-of-box strategies/solutions to address clients’ problems.o Up to date on lenders’ policy to match the clients with lenders.o Experience in using Apply Online for loan submissions.• Office Administrationo Handling of clients’ application from commencement to settlement.o Ensuring compliance requirements are being followed strictly.o Scheduling of meetings and appointments.

My role was of Junior Support Consultant in an Enterprise Resource Planning accounting firm. The software made by the firm is MAJIK, an ERP solution to mid-tier businesses in Australia and neighbouring Islands. My main role entailed of:•Assisting with client phone queries.•Upgrade testing to ensure all site specific solutions are functioning correctly.•Testing financial modules such as Accounts Receivable, Accounts Payable, Inventory Management, etc.