Hi, I’m Christine Sumayao, a Mortgage Loan Processor with over 7 years of experience in banking and finance in the Philippines, specializing in mortgage and auto loans.
Currently, I support New Zealand-based brokers by managing the end-to-end loan process — from new applications through to settlement. I handle document collection, client follow-ups, lender communication, and ensure each application progresses smoothly and efficiently.
In my role, I:
Coordinate directly with clients and lenders
Collect and review supporting documents
Track loan progress and manage pipelines
Ensure timely submission and compliance
Support brokers in delivering a seamless client experience
Tools & Systems I Use:
Trail | Infynity | AI Dialpad | Affordx | Afterburner
Experience: Less than 6 months
Collaborated with Account Officers to facilitate Know Your Customer (KYC) processes for approved documents, ensuring compliance and accuracy. Ensured uniformity and consistency across all loan documents, maintaining quality standards in documentation. Initiated and managed requests for necessary loan documents, streamlining the documentation process for efficiency. Facilitated the release of loans by coordinating with various stakeholders, including sellers, developers, clients, and Account Officers. Acted as a liaison between sellers, developers, clients, and Account Officers, providing timely updates on the status of accounts, ensuring smooth communication channels.
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Processed mortgage loans end-to-end, ensuring accuracy and efficiency. Verified client documents and submitted applications for timely approval. Liaised with clients, lenders, and internal teams to resolve issues quickly. Maintained compliance with NZ mortgage regulations and precise record-keeping. Knowledge in using CRM – Trail, Infynity, Afterburner, Affordx
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