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
? 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
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
Experience: 1 - 2 years
Marking Listings of Available Property that are for foreclosures.
Experience: 2 - 5 years
Mortgage processor for and in behalf of the mortgage broker using different platform
Experience: 1 - 2 years
Chat support for in behalf of the company for accredited mortgage brokers for loan their loan processing
Experience: 1 - 2 years
Sales Agent - for a Insurance Company doing loan modifications
Experience: 1 - 2 years
Data Entry of Client information and needs, for their mortgage application. maintaining data base of clients and potential clients, doing other clerical, admin, data entry task for mortgage brokers
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
SEE MORE REAL RESULTS“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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