Lydia Tan
About me
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About
- 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
Part time Customer Service Officer
September 2010 to November 2010
Appointed to be one of the Customer Service Officer – trained at taking orders over the phone and using of company’s system to retrieve information. Strong interpersonal and telephone skills.
Ficus Trading Pte Ltd
Sales Associate
March 2009 to April 2009
Assigned to Sales department to promote the different types of ladies accessories. Acquired knowledge of natural stones. Developed good customer service skills.
EUT Pte Ltd
Sales Associate
March 2008 to March 2008
Assigned to promote ‘Arrow’ brand at Bishan Junction 8 Road Show– assisted in promoting men’s’ apparels, stock taking & housekeeping.
Education
January 2014 to May 2016
RMIT University
Bachelor of Business (Economics and Finance)
April 2010 to February 2013
Nanyang Polytechnic
School of Business Management
Diploma in Banking and Financial Services
April 2008 to April 2010
ITE College Central (Bishan)
Higher Nitec in Accounting and Finance
