Kathleen Cinco

Provided end-to-end administrative and compliance support for an Australian mortgage broker, preparing and submitting complete loan application packages and improving workflow tracking to ensure timely lender progress.

Supported financial advisers with daily operations, managing client data and CRM records, performing banking reconciliation and preparing documentation for client meetings to streamline advisory workflows.

Monitored deposits, fees and revenues while ensuring compliance with risk management guidelines, supported cross-selling initiatives, prepared audit materials and coached junior staff to reduce errors and improve service.

Handled teller operations including cash deposits, withdrawals and cheque encashments, processed KYC and account openings, and maintained audit-compliant transaction records while meeting sales and service standards.

Managed petty cash, business permit renewals, employee timekeeping and executive travel bookings, and assisted HR with applicant processing and expat visa requirements to maintain smooth office operations.

Completed a Bachelor of Science in Commerce with a major in Banking and Finance, focusing on banking operations and financial services.

Completed secondary education and obtained a High School Diploma.