Professional Data Analyst with experience in customer service, insurance support, and consumer loan document review. Skilled in KYC analysis, mortgage underwriting, credit score evaluation, risk management, premium calcu…
Professional Data Analyst with experience in customer service, insurance support, and consumer loan document review. Skilled in KYC analysis, mortgage underwriting, credit score evaluation, risk management, premium calculation, document control, Microsoft Excel, Salesforce, Bloomberg, Citrix, and AML.
Reported to the head of Customer Service department.
Worked with Financial Advisors, Broker Admins, and Sales team during the submission of New Business documents.
Ensured the comprehensiveness of required documentations were met.
Provided overall client support assistance for the entire life of the client's policy starting from New Business to Surrender.
Reduced manual fx conversion for fund asset allocation in the policy by developing a Currency & Asset Calculator using Microsoft Excel.
Shared best practices and key relevant knowledge and learning with others across the team.
Star of the Quarter (2019) – Nominated and recognized by Customer Service team for exhibiting outstanding performance in Quarter 3 (July-September) in 2019.
Reported to the head of Customer Service department.
Examined quotations submitted by Australian Underwriters.
Ensured underwriting guidelines were strictly followed.
Guaranteed premium calculations were accurate.
Ensured completeness of documentations before sending the application to Underwriting department.
Selected as the Subject Matter Expert for Engineering & Construction & Motor Vehicle insurance product.
Commended by Top Underwriters in Australia for aiding a critical policy with minimal supervision.
Perfect Attendance Awardee (2017) - Achieved 2 consecutive perfect attendance award for 1st and 2nd quarter of 2017.
Top Performing Officer (2017) – Recognized for demonstrating high quality performance during last quarter of 2017.
Reported to the Consumer Loan Operations Manager.
Performed audit reviews based on pre-set criteria arranged to check loan criteria and credit score management to prevent salability issues.
Reviewed mortgage documents virtually.
Reported findings in a detailed checklist.
3rd Top Quality Analyst – Achieved 3rd Top quality processor for Home Lending product in 2012.
Reduced manual fx Conversion for Fund asset allocation in the policy by developing a Currency & Asset Calculator using Microsoft Excel.
Shared best practices and key relevant knowledge and learning with others across the team.
Selected as the Subject Matter Expert for Engineering & Construction & Motor Vehicle insurance product.
Commended by Top Underwriters in Australia for aiding a critical policy with minimal supervision.
Achieved 3rd Top quality processor for Home Lending product in 2012.
- Providing overall client support assistance pertaining to their policy.
- Supporting trade execution processes for Financial Advisers trading on global markets across futures and options on asset classes like equities, bonds, currencies and commodities
- Reviewing KYC information for risk and compliance issues.
- Liaising with broker and data vendors for immediate troubleshooting or information seeking for process improvements
- Preparing daily risk reports by using existing automation tools
- Programming tasks to automate various back office and risk processes.
- Analyzing production trades and coming up with new ideas.
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