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Lisa YANG

Lisa YANG

International Business Consultant

Followers of Lisa YANG146 followers
location of Lisa YANGSydney, New South Wales, Australia

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  • Timeline

  • About me

    Lending Manager - Licensed Mortgage Broker

  • Education

    • The Australian National University

      2011 - 2011
      Master of Financial Management Financial Management Master

    • Shanghai International Studies University

      2004 - 2008
      Bachelor of Finance Finance, General Bachelor

    • The Australian National University

      2010 - 2011
      Master of Professional Accounting Professional Accounting Master

  • Experience

    • Industrial and Commercial Bank of China

      Aug 2008 - Sept 2009
      International Business Consultant

      Ÿ Issued, amended, maintained, distributed, and monitored Letters of Credit.Ÿ Received shipping bills, examined documents, verified that paperwork and letters of credit werecompleted accurately, in a timely manner, and according to trade laws.Ÿ Made daily reimbursement to beneficiary bank.Ÿ Assists customers through telephone and written correspondence regarding L/C and coordinatedwith customers and upper bank departments.Ÿ Managed financial activities and obtained payments for import/export operations.Achievements:Ÿ Took over and able to completed work independently within less than one week.Ÿ Be promoted to be team leader only after entering the bank for three months; Year of Star employee. Show less

    • Addsum Home Loan (Service)

      Sept 2012 - Apr 2014
      Mortgage Processing Officer

      Reviewing and assessing credit applications and approving/recommending loans in accordance with established parameters.. Preparing documents and submitting online or paper applications to banks.. Tracing application process, communicating and negotiating with banks.. Liaising with clients, banks, valuers and solicitors on loan applications.

    • WY Consultant Group

      Apr 2014 - Aug 2017
      Licensed Mortgage Broker

      • Interview clients, collect and verify documents of a loan.• Ensure personal and financial information meets compliance.• Read trust deeds and self-employed financials.• Package and submit the loan documents online to the lender.• Track and follow up loan status with financial institutions. • Work closely with solicitors and reals estate agent to ensure the deal goes through to settlement.• Ensure all file notes are up-to-date and accurate. • Support the Director and other mortgage brokers as required. Show less

    • Finsure

      Sept 2017 - Mar 2022
      Lending Manager - Licensed Mortgage Broker

    • VOW Financial

      Apr 2022 - now
      Lending Manager - Licensed Mortgage Broker

  • Licenses & Certifications

    • Japanese-Language Proficiency Test N1

      Japan Ministry of Education

    • Full Member of MFAA

      Mortgage and Finance Association of Australia (MFAA)

    • Diploma of Finance and Mortgage Broking Management

      AAMC Training Group