
Lydia Tan
Banking / Loans
About Lydia Tan:
- Graduated from RMIT University with degree in econs and finance.
- During my internships, I have gained more insights of the financial sector and this has led me to further my studies in finance.
- I wanted to strengthen my soft skills so I went to work in the retail sector for about 2 years before I join the finance sector. I have learnt to be more people approaching oriented person and more outspoken.
Experience
OCBC Bank Loan Documentation Officer June 2025 to September 2025 (Contract) Assist with clients mortgage disbursement includes private home loan and HDB. Process loan applications with accurate data entry of customer details. Liaise with solicitors and internal stakeholders.
April’s Initials Merchandising Advisor February 2024 to February 2025 Providing advice for customers through product demonstration. Provide excellent customer service. Support in operational activities, manage in-store merchandising and display. Achieving counter target.
Sulwhasoo Beauty Advisor March 2023 to June 2023 Providing skincare advice for customers through product demonstration. Provide excellent customer service. Support in operational activities, manage in-store merchandising and display. Achieving counter target.
Lending Bee Pte Ltd & Credit Thirty3 Pte Ltd Loan Sales and Servicing Officer November 2021 to February 2023 Assist with clients account management includes customers’ queries, process loan applications with accurate data entry of customer details and handles payments over the counter. Provide excellent customer service and retain existing customers.
Allura Asia Pte Ltd Beauty Advisor June 2021 to November 2021 Providing skincare advice for customers through product demonstration. Provide excellent customer service. Support in operational activities, manage in-store merchandising and display. Achieving counter target.
CIMB Bank Berhad June 2018 to November 2018 Appointed as Mortgage Specialist. Assist in customer enquiries regarding their personal needs on financing their property. Identify and promote various mortgage packages to potential customers. Coordinate with external and internal parties to ensure smooth delivery with excellent service.
Pan Nation Petro-chemical (Singapore) Pte Ltd September 2016 to December 2017 Assisted in general operating tasks assigned by supervisors including relevant data and information gathering for daily operating purposes. Update relevant parties on monthly invoicing collection and any other ad-hoc tasks assigned by superiors.
OCBC (Oversea-Chinese Bank Corporation) September 2013 to June 2015 Performed role as Bank Officer in emerging business department. Assisted on checking applications for corporate account openings and loan documentations. Responsible for Business Unit compliance coordination and liaise with compliance team on internal operating control reporting and maintenance. Assisted in registration of relevant agencies and lead distribution. Used Excel to perform data gathering for reporting of daily sales, business performance analyses and any other tasks assigned by superiors. Establish good time management and problem-solving skills.
Parkway Pantai Limited Part time Event coordinator and Admin assistant September 2012 to October 2012 Coordinate with several vendors and liaise with relevant parties to plan on one of corporate event. Establish strong planning and communication skills. A testimonial received.
OCBC (Oversea-Chinese Bank Corporation) Nanyang Polytechnic Internship Program February 2012 to April 2012 Trained and assigned to E-commerce Department as an intern to assist in ongoing projects. Conduct daily UAT testing on virtual platform and report on new and existing issues to supervisor. Inspect on fixes and other ongoing team projects as well as other ad-hoc duties posted.
UOB (United Overseas Bank) Nanyang Polytechnic Internship Program June 2011 to August 2011 Assigned to Merchant sales department and trained as Customer Service Officer. Manage all incoming corporate customer enquiries and solve any technical or delivery issues raised. Achieve and contribute team monthly call targets set for both new acquisition and existing customers. Developed strong communication skills and process-oriented mind set.
Verita Pte Ltd Part time Therapy assistant April 2011 to July 2011 Trained and assigned to conduct Ion therapy sessions for customers and patients. Actively conduct calls to remind customers to turn up for appointments. Promotes in-house products to walk-in and existing customers. Handles payments over the counter.
Singapore Press Holdings September 2010 to November 2010
Ficus Trading Pte Ltd Sales Associate March 2009 to April 2009
EUT Pte Ltd Sales Associate March 2008 to March 2008
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Education
January 2014 to May 2016 RMIT University Bachelor of Business (Economics and Finance)
April 2010 to February 2013 Nanyang Polytechnic
April 2008 to April 2010 |
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