Central Business Support Services / Mortgage Broker Assistant /
Virtual Assistant
December 2021 - September 2023 , San Miguel, Philippines
? Assisting and providing general day to day administrations
support to tea-----------mbers
? Be a point of contact for loan enquiries both online and over the
phone
? Preparation of Compliance Documents
? Assist and preparation of lending packages and loan applications
? Communicate with clients and broker, updating them of what is
going on with the lodge loans
? Entered client application data into loan processing systems to
determine loan acceptance and amounts.
? Reviewed applications to determine compliance with
loan-to-value (LTV) or debt-to-income (DTI) policy guidelines.
? Explained mortgage loan options to assist potential clients in
choosing appropriate financial products for individual
circumstances.
? Created detailed reports for clients, detailing application results
and reasons for approval or denial.
? Followed-up with previous clients to encourage additional
lending or re-mortgaging opportunities.
? Checking loan and compliance documents to ensure completion
/ all is in order
? Maintained consistent and updated client records in the
company CRM system to improve data tracking and account
service.
? Assessed mortgage loan documentation to determine
acceptance or denial, making decisions based on established risk
factors and income requirements.
? Evaluated client financials to determine creditworthiness and
recommend favorable mortgage products.
? Post settlement service such as loan pricing, loan accounts
verification, refinance rebate applications, and other related pot
settlement jobs related to the loan.
? Other administrative and clerical jobs delegated.
Finders House - Hallack & Meyer Real Estate / Team Manager
January 2021- October 2021, ILOILO CITY (Capital), Philippines
? Supervise team in Maintained detailed product knowledge to
competently and expertly advise customers.
? Supervise team in Research, track, maintain and update leads
? Supervise team in Make outgoing calls to develop new business
? Supervise team in Contact prospects to qualify leads/sales
? Supervise team in Directing email marketing to key clients and
prospects
? Supervise team in Research and maintain lead generation
database
? Supervise team in Conducting customer research
? Supervise team in Conducting client or market surveys to obtain
information about potential leads
? Supervise team in Participate in the preparation of proposals
and / or sales presentations
? Supervise team in Provide accurate and timely information to
management
? Supervise team in Developing a strong knowledge of the
company' products and services in order to facilitate the sales
process.
Finders House - Hallack & Meyer Real Estate / Quality Audit Call
Specialist
January 2020 - December 2020 , ILOILO CITY (Capital), Philippines
? Call Centre quality auditors listen to calls from the call center
operators, recorded or live, in order to assess compliance with
protocols and quality parameters of the sales call.
? Analyze call performance trends
? Assess employees' capability levels
? Give constructive feedback
? Guarantee sales quota meet
? Maintain high quality of calls
? Measure call quality
? Measure customer feedback
? Present reports
? Provide feedback on job performance
? Provide objective assessments of calls
? Report call errors
? Train staff on call quality assurance
? Write inspection reports
