Lily De Vera

Experienced and reliable professional with a background in teaching, loan processing, process analysis, and administrative support. Known for providing excellent service and meeting deadlines. Looking to use my skills and experience to support the success of a team or organization.

Client Support/Mortgage Broker Support at AU Mortgage (2022-07 – 2026-04)

• Conducted cold calls, set appointments, and facilitated client engagement.
• Held home loan discussions and provided tailored recommendations based on client needs.
• Entered and maintained accurate data across CRM systems, VOW, Apply Online platforms.
• Organized and maintained client files, including renaming documents and redacting reference numbers to ensure compliance (file hygiene).
• Managed follow-ups with lenders and clients to meet service level agreements (SLAs).
• Created and saved game plans, submission notes, and loan strategies.
• Coordinated loan processing activities including pricing, repricing, loan switches, and discharge processes.
• Prepared and submitted credit checks through Equifax and MyCRM.
• Generated property valuations and obtained property reports.
• Managed post-settlement services and annual client reviews.
• Conducted back book analysis to identify retention opportunities.
• Prepared settlement details and managed required documentation for smooth processing.
• Provided concierge and quote services to enhance client experience.

Loan Processor (US Mortgage) (2020-05 – 2022-06)

• Set Up or Encompass data entry.
• Ordering appraisal or valuation.
• Reviewing and saving all client documentation and ensure everything is complete and ready to submit.
• Reviewing and sending Recorded security and Final title to clients.
• Loan quality assurance.

High School Teacher (2019-06 – 2020-04)

• Regularly assess students' skills and knowledge.
• Prepare lesson plans for Grades 7-12.
• Supervise and manage classroom behavior.
• Collaborate with colleagues to enhance lesson plans and learning.
• Provide support to struggling students.
• Oversee individual or group assignments.
• Communicate with parents about student progress and improvements.

Bachelor of Secondary Education in Secondary Education – POLYTECHNIC UNIVERSITY OF THE PHILIPPINES (2019)

(2024-01)