Joelynn Wong

• Responsible with analyzing and assessing financial records, internal controls, and financial processes for various organizations and conducting audits in accordance with relevant accounting standards and legal regulations.
• Risk assessment and planning, assessing the effectiveness of relevant internal controls.
• Designing and performing audit procedures to address risk identified.
• Working collaboratively with multinational teams and communicate effectively with senior members of the engagement tea and the client on audit findings.
• Experienced in conducting audits for various commodities firm and multinational banks.

Client Acquisition, Priority Banking (Retail Banking)

• Acquisition of high net-worth clients through networking events, achieving monthly sales target.
• Cultivated client relationships and addressed their financial needs.
• Conducted due diligence on clients, adhering to bank's risk and internal compliance policies

Mortgage Housing Loan (Retail Banking)

• Recommended loan advisory services tailored to client's financing needs
• Collect and review loan applications, ensuring all necessary documentation is complete and accurate. Verify applicants' financial information and creditworthiness.
• Originate new mortgage and housing loan applications by explaining loan terms, interest rates and repayment options to potential borrowers.
• Prepare and maintain loan documents in accordance with internal compliance policies.
• Maintain regular communication with borrowers, keeping them informed about the status of their loan applications and any required documentation.
• Build and maintain positive relationships with borrowers, addressing any concerns or issues that may arise during th loan process.