Detailed-oriented Mortgage Loan Admin Officer with proven skills in managing client information and ensuring compliance. Known for effective communication and proactive follow ups that enhance client satisfaction.
Experience in:
Data Entry and Application Submission via“Apply online” platform
National Mortgage brokers CRM
Manage, review, and update client information in the CRM
Collating loan reviews and sending birthday email to the clients in CRM
Completing compliance requirements in CRM
Communicating directly with clients and brokers ( email & phone)
Ordering Property Valuation
Requesting Pricing Approval
Ordering Credit Reports
Requesting required documents and signing of bank forms to lodge a loan application via Apply Online
Proactively following up with clients for documents/details and keeping them informed of progress on their loan applications
Answering Phone call enquiry
Handling various administrative tasks (Scheduling appointment, Managing emails etc.)
