PLACED WITH CLIENT

PERSONAL DETAILS

Name: Nikki Jay Yanga

Date of BirthGenderMarital Status
30 March, 2000FemaleSingle

Interview with Nikki

SUITABLE ROLE/S

Nikki is suitable for an administrative assistant role.

Education

Bachelor of Science in Information Technology

Experience

Mortgage Broking Administration Assistant – 4 months

Strengths

Nikki is reserved and observant. She’s fairly new to the workforce, with less than a year of experience in virtual administrative work. She has a good command of the English language in written and spoken forms.

Nikki is known to her peers as a goal-driven person. She actively participated in school activities and supported and helped her peers accomplish their goals. She put her free time to good use by enrolling in a short course on computers and learning other computer-related software.

She joined our team back in December 2022 and is presently an administration assistant for a mortgage broking/financial planning company in Queensland. She’s adept at using common tools, applications, and databases for this industry, such as Google Drive, AFG Flex, iLovePDF, Equifax, VEVO, ABN Lookup, annualisation and ATO calculators, broker portals, and the Microsoft Office Suite.

Although a newbie in the workforce, Nikki is determined, analytical, and organised, with a keen eye for detail. She is a multitasker and a problem solver, who works well with a team. She would make a great addition to any team as an admin assistant.

Other Information

Nikki likes literature and indulges in some reading and writing fiction stories. She also likes to listen to music.

Back in uni, she graduated with Latin honors.

Employment History

Business Name: Affordable Staff

Position: Mortgage Broking Administration Assistant

Date of Employment: December 2022 – present

Duties & Responsibilities:

  • Organising and renaming client documents
  • Checking and making summaries of monthly living expenses from bank accounts
  • Checking and making summaries of emails received
  • Verifying client income and calculating year-to-date gross, net, and super
  • Ordering property valuation and credit checks
  • Calling or chatting with banks for application follow-ups and requests
  • Running Visa entitlement verification online
  • Generating credit proposals, credit guides, and best interest duty reports
  • Filling up bank forms
  • Writing deal summaries of new clients

Skill Set Summary

English Listening

English Composition