Loan Documentation & Settlement Associate - AU Mortgage at Outsourcey Global Inc. / RedZed Lending Australia (2025-11 – 2026-09)
- Settlement pipeline management and associated follow-up
- Preparation of Loan Offer and Mortgage Documentation
- Ensure outstanding supporting documentation is received before settlement
- Liaising with banks and solicitors to facilitate the settlement process
- Booking and arranging settlements either electronically or as otherwise required in each state
- Build and maintain relationships with settlement agents to facilitate physical settlements
- Preparation of settlement figures and daily funding requirements
- Pre-settlement calls with customers: Provide an exceptional customer experience to all parties involved
- Cross-train in all settlement function
Loan Documentation Processor at Wells Fargo International Solutions LLC – Philippines (2022-04 – 2025-11)
- Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with the company's policies and procedures for loan products
- Perform loan documentation for moderately complex loans
- Process and close for loan products
- Interpret loan documentation policies while analyzing the applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow-ups
- Receive direction from the loan documentation supervisor and escalate non-routine questions
- Manage an assigned pipeline of loans and provide guidance and training to other loan documentation individuals
- Interact with the immediate loan documentation team and functional area on routine processes
Claims Support Officer / Admin Officer / Claims Officer at QBE Group Shared Services Philippines (2015-06 – 2022-04)
- Ensure compliance with QBE policies, procedures and relevant legislation and regulations
- Ensure compliance within delegated authority limits
- Maintain effective communication with customers
- Raise and authorize claims payments for valid invoices and within authority limits
- Settle fast-track claims wherein invoices are already available
- Journal payments into claims
- Triage emails to correct claims handlers
- Make contact with another party to clarify the contents of an invoice/document
- Identify recovery opportunities on claims
- Provide information and feedback on claims activity and developing trends to underwriters/risk assessors to enable appropriate actions to be carried out
- Ensure all required documents are complete before a hand-off to the Recoveries team
Technical Support Rep. at StarTek Philippines Inc. (2013-02 – 2014-05)
- Respond promptly and professionally to customer inquiries via phone and email
- Diagnose and troubleshoot technical issues reported by customers, with a strong focus on interpreting automotive electrical systems and wiring principles to provide accurate solutions
- Translate complex technical information from schematics into clear, step-by-step instructions for business professionals
- Develop and maintain a comprehensive understanding of our products and services
- Collaborate with cross-functional teams, including developers and product managers, to escalate and resolve complex issues
- Document and track all customer issues, ensuring thorough and accurate records for future reference. Create and update technical documentation, FAQs, and knowledge base articles
- Maintain a positive, empathetic, and professional attitude toward customers and colleagues at all times. Meet or exceed performance targets for related KPIs. Perform other duties as assigned
Manager at Utility Solutions Inc. (2008-01 – 2008-10)
People Management and Planning and Operations
- Hiring and staffing: Finding, interviewing, and choosing new team members
- Training and onboarding: Teaching new hires how things work
- Coaching and mentoring: Helping staff learn new skills and grow in their careers
- Performance reviews: Checking work quality and giving helpful feedback
- Motivating: Keeping team spirit high and celebrating wins
- Goal setting: Turning large company targets into clear daily tasks
- Delegating: Giving the right jobs to the right people
- Scheduling: Managing work hours, shifts, and time off
- Process improvement: Finding ways to make work faster and better
Photo Agent at Photo Agent SL Temp Inc. (2012-11 – 2013-02)
Document Specialist at Environmental and General Services, Inc. (EGSI) (2011-01 – 2011-06)
Stockman at Bagong Sigla Multi-Purpose Cooperative (2007-01 – 2007-04)
Account Executives at Armada Resources & Marketing Solutions Inc. (2009-05 – 2010-06)
Production Operator / QA at Subic Bay Apparel Corp. (2002-06 – 2005-07)
