Loan Processor I Investorfi Pty Ltd. July 2021 to presentResponsibilities:Utilize Quickli for income verification, determining maximum borrowing capacity, and preparing servicing calculations.Prepare valuation reports, pricing, and product
-----------itiate data entry from Broker Engine to CRM and ApplyOnline.Print and organize necessary documents, including Credit Guide, Proposal, Quote, and lender forms, for sending to clients.Draft and send
email requests for e-signatures on documents and other loan application materials.Follow up with clients throughout the process.Finalize and submit loan
applications.Ad Hoc Tasks:Manage
email correspondence.Create and process Discharge Authority Forms.Follow up with lenders on MIR, approval, and settlement status.Customer Service Representative | TELUS International PhilippinesJanuary 2019 - June 2021Responsible for answering inbound and outbound calls. Responsible for updating clients' information in the business database.Responsible for acquiring new clients by promoting business products (internet, tv, home phone, mobility, and home security). Responsible for transferring newly acquired customers' information from the old data based on going into the updated CRM of Telus. Responsible for sending Welcome letters to the new customer of Telus.Customer Service Representative | Sitel PhilippinesApril 2017 - December 2018Alight Solutions (Customer Service Representative) Responsible for clients' benefits enrollment before the deadline.Responsible for answering questions about annual enrollment and queries about their benefits.Crossed Trained to answer inquiries via chat and
email.Promoted to be a support; to guide newly hire agents in preparation for the upcoming annual enrollment season.
