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Yan (Nicole) Chen

Officer of International Exchange & Communication Office

180 followers

North Sydney, New South Wales, Australia

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Timeline
About me
Master of Finance at University of Wollongong/Diploma of Finance and Mortgage Broking Management at Kaplan Professional
Education
- Kaplan Professional
  2018 - 2018
  Diploma of Finance and Mortgage Broking Management Complex Lending and Broking
  The Course covers:-Identify consumer clients based on their complex needs, attitudes to risk, financial literacy and lifestyle choices.-Providing solutions to match client's complex needs in lending, associate with Accountant and Financial Planner for client's short term and long term financial planning.-Business Loan and Commercial Loan-Identify Risk and Risk Management Strategies
- Kaplan Professional
  2017 - 2017
  Certificate IV in Finance and Mortgage Broking Finance and Mortgage Broking
  The Course covers every detail parts of the Mortgage Industry, including:-Mortgage Industry and Economy-Legislation and Codes of Practice-Mortgage Products & Services-Understanding the Client's Needs & Developing and Presenting Solutions-Packaging the Application to send to the Lender-Monitor the Lending Process-Customer Services-Information Management
- University of Wollongong
  2004 - 2010
  Master of Finance Finance in Banking
Experience
- 江苏科技大学
  Jan 2010 - Jan 2014
  Officer of International Exchange & Communication Office
- INFORMAX Real Estate Service
  Jan 2014 - Jan 2016
  Manager of Sales
  -Communicating and Negotiating with Business Partners (Event Organizer/Advertisement Company/ Loan Dept./Estate Developer/Real Estate Peer/Personal Broker)-Managing / Motivating / Training sales team-Managing Marketing Channels to achieve a sound sales enquires for New Development-Leading a total of over 5million USD in sales within 6 months from 0 USD
- XIN MORTGAGE PTY LTD
  Oct 2016 - now
  Lending Adviser
  Providing suitable lending solutions to match customers' needs with their best interest.-Owner Occupied Home Loan (First Home Buyer Guidance)-Investment Property Loan-Refinance and Cash Out Solutions-Construction Loan-Debt Consolidation
Licenses & Certifications
- MFAA Member
  Mortgage & Finance Association of Australia (MFAA)
  Jan 2018
Honors & Awards
- Awarded to Yan (Nicole) Chen
  The Highest FHB Ratio XIN MORTGAGE Feb 2018 The highest First Home Buyer Percentage 77.8% comparing to average 58.5%
- Awarded to Yan (Nicole) Chen
  The Highest Google Review Ratio XIN MORTGAGE Feb 2017 Highest Customer Google Review Rate 63.64% comparing to company average (27%)
- Awarded to Yan (Nicole) Chen
  Annual Best Behave Employee - Jan 2014