Former Real Estate Mortgage Processor / Appraiser / Broker
KYC, Client Financial Statement, and Credit Analyst
Background and Credit Investigator
Quickbooks (Certified Pro Advisor)
AXA Financial Advisor
FSW Student Advisor
Loan Monitor and Project Supervisor
My Documents:-----------
Hi, I’m ----------- ----------- -----------, and I’ve spent the past eight years working at the Oriental Tamaraw Rural Bank of Naujan. I started as the bank’s driver, and through dedication and continuous learning, I worked my way up to appraiser and eventually assistant manager.
Over the years, I’ve handled real estate appraisals, conducted background investigations, and analyzed clients’ financial statements to assess their capacity to pay. I also helped in policy-making and implementing those policies in the field. Part of my role was to research real estate market values to ensure every collateral was properly evaluated and aligned with current market conditions. I am also in charge of disposing of foreclosed assets, so sales are not new to me. Communication and scheduling are also part of my job because I have to set appointments and meet-ups with potential clients for ocular inspection of the properties they wish to mortgage.
I’m also a father of four healthy kids, which taught me patience, responsibility, and balance, qualities I carry into my professional life. As I always say, “I believe you have to work hard to learn how to work smart.”With my hands-on experience and dedication to improvement, I’m confident I can bring real value to your team.
**************************My work details:
"My Work Details/present and previous Skills/Roles & Duties:"
Real Estate Appraisal and Mortgage Brokerage
Clients FS, KYC & Credit Analysis
Quickbooks
Administrative Management Assist
Direct Reporting to Company Directors
Policy Writing and Implementation (Street Level Collection participation and Collection Strategy Reformulation, Tax savings policies, Marketing Test from ground up)
Scheduling and Appointment of Loan Client Interview and KYC
Scheduling and Appointment of Loan Client Inspection of Property for Collateral
Credit and Background Investigation
Real Estate Mortgage Processing
Chattel Mortgage Processing
Clean Loan Processing
Solar Equipment Loan Processing
Salary Loan Processing
Loan Monitoring
Past Due Collections 1 Year Due+
Collections for Past Due Material Accounts - VIP Clients
Customer Relationship and PR Marketing
Customer Service Handling on Complaints and Issues - VIP Clients
Real Estate Foreclosure - Mortgage Collateral
Property Management - Bank and Foreclosed Properties
Real Estate Sale - Foreclosed Properties
Real Estate CAD Surveying and Measurement
Lead Generation - Deposits and Loans
Lead Call Marketing - Deposits and LoansFacebook Page Management ( -----------.>facebook .com/otrbn )
Web Design ( ----------- )
AXA Financial Advisor
FSW Student Consultant
InterTown Travels
Driver
Thank you for your time.
Good day and God Bless.
Verified
