WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Experienced Accounting Analyst with a demonstrated history of working in the information technology and services industry. Skilled in Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, and Microsoft PowerPoint. Strong accounting professional with a Bachelor's degree focused in Accounting and Finance from INTI International University & Colleges.
Products : Housing loan, Credit card, Personal Loan, Life Insurance Job Scope 1. Perform KYC on customer • Analysis and review customer profile and giving advice on banking facility application 2. Liaise with property agents and developer sales • Duty at sales gallery • Conduct presentation to agents on update of banking guideline and product features 3. Built up and maintain relationships with customer • Providing end to end service to customer • Updating the latest banking offer and products to customer 4. Liaise with solicitors and valuers • Communicate with solicitors and valuers on case basis
Products : Housing loan, Credit card, Personal Loan, Life Insurance Job Scope 1. Perform KYC on customer • Analysis and review customer profile and giving advice on banking facility application 2. Liaise with property agents and developer sales • Duty at sales gallery • Conduct presentation to agents on update of banking guideline and product features 3. Built up and maintain relationships with customer • Providing end to end service to customer • Updating the latest banking offer and products to customer 4. Liaise with solicitors and valuers • Communicate with solicitors and valuers on case basis
1. Dealing and Liaising with property agents and developers 2. Perform KYC with customers 3. Assist customer on case submission for loan application 4. Dealing with Solicitor case by case
1. Monthly Balance Sheet Reconciliation • Extract all data from system and perform reconcile and analysis • Grouping all open items and clearing variance age item 2. Monthly Journal • Perform journal booking for day to day operations • Review and verify journal booking submitted by finance team 3. Monthly Reporting • Analysis on Revenue and Cost (QoQ YTY) • Analysis on Balance Sheet Flux Difference (QTD,YTD,YTY,YTDYTY) 4. Ad-Hoc Audit Request • Provide ledger extraction and clarifying on Queries item raised up by auditors