2025 - Loan Officer Assistant/Compliance Specalist | US Broker
> Set up borrower files accurately in Dropbox, prepare a list of missing items to be sent out to the loan officer, input required data in the company system, run credit report, conduct income calculation, download property-related documents, place borrowers on credit opt-out list, run the file through dual automated underwriting system (AUS), prepare disclosures in Adobe Pro for client signature, register loan files in lender portals, handle rate locking or floating, as required, submit complete and accurate loan files to lenders for processing, ensure clear and timely communication with clients, loan officers, loan processors and loan administrators regarding loan requirements and updates, manage broker renewals, prepare broker approval packages, review, highlight, and summarize key documents for efficient processing, prepare loan options worksheets tailored to client needs, organize, maintain, and manage loan documentation systematically, complete compliance-related tasks to ensure adherence to regulatory and lender guidelines, regularly maintain a compliance progress spreadsheet.
2022 - Mortgage Administrator | UK Brokerage Firm
> Document screening and initial underwriting of new mortgage applications, document processing to comply with established requirements, maintain and update clients’ database, send documents to different mortgage lender banks when needed, communicate with mortgage brokers and other members of the team with regards to the status of the mortgage application, help with administrative tasks and perform other related functions.
2021 - Mortgage Loan Processor | US Lending Company
> Generate credit and background reports, request property appraisal, client communication, conduct initial screening and underwriting, prepare report for each mortgage application for officer’s advice and approval, attend a bi-weekly meeting to report progress of each application, act as a point-person of all people involved in a mortgage application - management, brokers and clients and perform other related administrative tasks.
-----------Loan Bookkeeper | PH #1 Government Depository Bank
> Handle a portfolio of 3,000 loan accounts, interview loan applicants as part of the bank’s KYC procedures, conduct due diligence in checking financial qualifications, communicate with client via phone, email and face-to-face, compute maximum loanable amount, prepare reports for officer’s recommendation, process loan release, generate monthly amortization schedule, facilitate loan payments, prepare demand letter for delinquent loan borrowers and perform other related functions.
