Results-driven Mortgage and Loan Processing Professional with over 14 years of combined experience, including 12 years in banking and financial services and 2 years as a Virtual Assistant supporting mortgage broker in Australia and US-based firm as a Loan Underwriter.
Extensive background in loan documentation, credit assessment, and
branch operations, with proven expertise in loan processing, data entry,
and compliance management using Mercury and ApplyOnline (AOL)
systems. Skilled in coordinating end-to-end mortgage applications,
preparing and reviewing documents, and liaising with clients, lenders, and
solicitors to ensure smooth settlements.
Strong attention to detail, organisation, and data accuracy. Experienced in
providing virtual administrative support including
management, document preparation, data organisation, and client
communications in a fast-paced brokerage environment.
Experience: 2 - 5 years
Experience: 10+ years
Prepare Branch’s annual budget, Bank Reconciliation and Reports Monitor and control branch expenses according to budget. Ensure that the Branch is ready for business on time and without delay. Manage and supervise daily branch operations and see to it that all units are functioning and adhering to Bank policies and procedures. Ensure that cash is managed properly and efficiently. Review accuracy of branch reports; sign off branch reports. Check and file daily transaction documents and ensure safety of all branch records and documents. Keep track of branch supplies inventory and ensure that purchases are made to replenish used office supplies. Ensure that branch business permit is renewed on time and real property tax is paid which includes bookbinding and stamping of branch books of accounts. Oversees the overall back office support deparment
Experience: 6 months - 1 year
Experience: 1 - 2 years
Experience: 1 - 2 years
Assessing and evaluating risks to determine whether to accept, reject, or modify financial applications. Proficiency in interpreting financial statements, credit reports, and other financial data to assess the financial health and risk of applicants. Thoroughness in reviewing applications, contracts, and documentation to ensure accuracy and completeness. Adherence to ethical standards and regulatory requirements in underwriting practices to ensure fair and unbiased decisions.
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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