*Assist in the loan application process such as collecting needed documents and reviewing the borrower’s information and documents submitted.
*Assist during the loan procedure by being a mediator between borrowers, loan officers, and other parties involved in the process
*Handling clients inquiries and provide a step-by-step guide for the loan application process
*Maintaining and updating the records on the mortgage company's database.
*Payroll Management
*Scheduling meetings through Zoom or Teams
*Calendar management
*Accepting/declining documents submitted
*Daily database task
Tools and Database use
*Jungo - Database
*Arvie - Database
*Microsoft 365
*Teams
*Outlook calendar, Calendy
*QuickBooks
*Adobe Acrobat
*Zoom
*Excel, Word, PowerPoint
*Canva
Experience: 2 - 5 years
Experience: Less than 6 months
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
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