Jingxiang (David) Yang

Experience

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  NAB

  Nov 2016 - Dec 2016

  Internship Trainee
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  Ascend International Property Group

  Jun 2019 - Mar 2020

  Real Estate Agent

  - Learning different property details via case study or in-person training with property developers including location, pricing, orientation, land size, recent sales, estimated property value etc.- Communication with customers for their enquires for property purchasing, gather information including customer’s family size, wage, area of interest, price range, purpose of purchase (investment/residence) - Subsequent customer follow up including communication via email, phone and social media, monitoring the purchase status such as current financial situation, pending of home loan, enquires about house inspection Show less

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  Leona Party and Home

  Aug 2019 - Mar 2020

  Retail Sales Manager

  Working as a customer service, answering questions for customer enquires and providing recommendation for products.Shipping products from containers from shore, using truck and move product to warehouse for organisation and display on store shelf

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  Golden Education Technology 高顿教育澳洲分校

  Jan 2022 - Jun 2022

  Marketing Specialist

  Golden Education is the biggest tuition entity in China for finance licence, including CFA/FRM/ACCA/CPA. Managing custom relations, including replying enquires and managing study groups in WeChat, setting up studying groups, analysing current group members, extracting information including what major they study, the potential career pathway, and converting them into customers by connecting the usefulness of the financial certificates to their personal conditions.

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  Evershine Finance

  Feb 2022 - Jul 2022

  Mortgage Assistant

  Evershine Finance is a company providing mortgage broking service for clients, serving as an intermediary between different lenders including banks, trusts and private lenders. Replying emails and phone call to update client information, including salary, current job position, lending intention, underlying security, monthly expenses, refinance quries, perfered lender etc. Reviewing client documents including income tax return, bank statement, statement of purchase of security etc, to extract information including montly income, monthly expenses, current savings and asset/liability outstanding and required loan amount. Following up with clients to check information and giving advice based on the documents, informing clients' major monthly spendings and the suggested lender and loan amount plausible for client's cashflow and asset/liability holdings. Estimated interest rate for the morgage and monthly repayments are also informed to client as a remainder for the potential burden of cash outflow after taking the morgage. After conformation of the details and morgage product with the associated lender asserted, the deal is lodged on Mycrm, updating client information and related discriptions for lending requirements. Writing settlement letter including information such as interest rate, repayment date, repayment amount, loan amount, loan account, settlement date, loan product etc for a feedback to send out to client for conformation of settlement of the loan.After the settlement continuing to follow up with the cilent for further enquries including refinance claims, lender policy changes, changes in client information (i.e. job changes) and further new lending enquries. Show less

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  Self-employed

  May 2022 - Sept 2022

  VCE tutor

  3*2 hours per weekOnline zoom tutoring against two VCE students in Chinese and English Tutoring VCE Math Methods, custom design courses and exercise for individual studentsBroad casting Notability screen from iPad via ZoomProviding detailed solutions and explanations for questions, ensuring students fully understand the concept and learning from their mistakes.

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  Commonwealth Bank

  Sept 2022 - now

  Property developments & investments. Diversified industries.

  • Analyst - Corporate Banking

    Nov 2024 - now

  • Analyst - Commercial Banking

    Sept 2022 - Nov 2024