2016
Bachelor of Science in Tourism Management
Access Computer Technical College
More Info About Me
I am adaptable to change, allowing me to be a fast learner. I also
ensure that goals are met, whether it is on time or well in
advance. I possess a high level of resilience and critical thinking
skills, allowing me to provide insightful perspectives when
necessary.
My Skills and Competencies
Real Estate Virtual Assistant
Data Entry
Certificates
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My Experience and Education
2023
-
2024
Satellite Office designated at Capta Financial
(Broker Assistant)
Liaise with Solicitors/Conveyancers, Clients, BDM’s, and Lenders, assist the whole process with
Settlement Phase.
Follow up with Lender’s to ensure the file progresses in a timely manner.
Updating CRM’s and loan tracking systems for application status.
Provide exceptional customer service, assisting with any additional needs pre-settlement.
Maintain proactive communication with customers and brokers throughout the loan process.
Ensure all necessary documentation is collected and submitted promptly.
Facilitate seamless communication between the business, lenders, and other stakeholders.
2020
-
2023
TCLS Mortgage Processing Center of America INC.
(Disclosure Compliance Specialist)
Audit disclosures, re-disclosures and closing disclosure for TRID, federal and state compliance.
Ensuring that operations comply with state audit, regulations, and policies.
Monitoring and documenting Compliance activities.
Identifying, investigating, and reporting compliance issues.
Checking the Initial, re-disclosures and closing disclosures if sent correctly to the Borrower.
Following all Guidelines in every state to pass state audit.
Email Processors in each every to state for the missing requirements/forms to pass Compliance.
Perform other tasks /responsibilities as a Disclosure Compliance Specialist.
Assesses credit opportunities; identifies key risks, and structures alternatives working with relationship
managers and credit officers.
Making decisions in the best interest of the customer and organization
Provides support to Account Officers on customer call as needed.
Identifies policy exceptions within a credit request.
Process modifications, extensions, renewals, and new loan requests customers with minimal required
changes from the credit approvers.
2017
-
2020
Easycash Lending Company Inc.
(Loan Servicing Specialist / Online Servicing Specialist / Credit Underwriter)
Handling Seaman’s Loan, Personal Loan and Corporate Loan Accounts
Encoding Seaman’s and individual Client’s Information to Mambu and Batch book System
Preparation of Computation (Monthly Amortization)
Front-liner.
Managing high volume of inbound online inquiries; ensuring overall customer experience and satisfaction
Help customers by answering questions through proper channels and responding to requests promptly.
Evaluate and endorse qualified loan applications.
Keep client’s confidence by keeping loan information confidential.
Maintain accurate production tracking record.
Perform other tasks /responsibilities as a Loan Servicing Specialist
Additional responsibilities and opportunities will be given as they become necessary and/or assigned by
the management.
Assist in the marketing efforts to generate sales and customer growth.
Conduct on-site visits to market loan products, especially Seaman's Loan.
Accomplish company goals by completing related results as needed.
Presentation of Easycash Referral Program
Background checking or Credit Underwriting
Underwrite Credit Reports for Salary Loan
Works with the Credit Manager on policies and procedures
Undertakes the analysis, evaluation, and underwriting of proposed credit facilities for customers and
prospects.
My Services
Data Entry
I have excellent administrative skills. I am very good in communication both in oral and written.
Real Estate
Liaise with Solicitors/Conveyancers, BDM’s, Lenders and Clients. Assist the whole process with Settlement Phase