Wendy T.

Experience

• 

  OCBC Bank

  Jun 2011 - Sept 2011

  Internship

  • Learned about cheque clearing processes.• Provided general administrative and clerical support.

• 

  Averis Sdn Bhd

  Sept 2012 - Nov 2012

  Claims Analyst

  • Performed claims verification transaction processing and ensured delivery quality in terms of accuracy and completeness on a daily basis.• Ensured that timelines and quality meet the agreed service levels and targets.• Processed and updated claims in the SAP system according to the established procedures.• Resolved employees and Business Groups queries related to statement of expenses claims status and finance posting report on timely basis.

• 

  CIMB

  Dec 2012 - now

  • Assists and provides credit advice to the RM to meet Private Banking clients’ needs.• Liaises with various stakeholders in ensuring efficiency and effectiveness in credit solutions delivery.• Prepares credit proposals for committee’s approval.• Conducts periodic credit reviews and analysis. • Performed credit assessment on mortgage applications.• Analyzed and verified applicants' financial status, credit and property evaluations to determine feasibility of granting loans.• Examined credit-related information of individuals to assess the risk involved in providing loans.• Authorized to approve or reject applications within own delegated authority.

  • Manager (Credit Solutions, Private Banking)

    May 2020 - now

  • Assistant Manager (Credit Analyst, Consumer Banking)

    Dec 2012 - May 2020