Admin Professional – Loan Processor WFH - Wingman - Remote
(2025-04)
- Creating New Lead in Broker Engine and Flex
- Downloading and renaming files form the Portal, Email saved in client folder, and validating the documents
- Sending Credit Guide to client
- Generating Credit Check via Flex and Broker Engine
- Generating CoreLogic report
- Checking Pricing Worksheet
- Updating Fact Find, Funding Position, Lender, Related Parties, and Teams
- Updating the Broker's if there missing documents and outdated
- Sending Credit Proposal to client using Pandadoc
- Preparing Pricing for the broker
Loan Processor WFH - Valenta Australian Mortgage - Remote
(2024-04 - 2025-03)
- Creating New Deal in Broker Engine, Flex, and MyCrm
- Updating BE Fact Find, MyCRM, Mercury and Flex
- Updating Checklist stage such as New Lead, Received Fact Find, Application, Application Received, Conditional Approval, Formal Approval, Post Settlement, Settlement and NPW
- Calling Lender for the setup of Settlement email and send to broker
- Creating Client Folder and Renaming PDF docs
- Redacting TFN and Reference number
- Uploading Docs under MyCRM, Mercury and Flex
- Downloading docs under File invite, BE Finance Vault and Mercury document Centre
- Generating Credit Report under Flex and Mycrm
- Generating RP Data Report
Broker Service Expert - On Demand Program/ Certified Broker Service Expert / Onsite - Loan Market/Connect OS - Onsite
(2023-10 - 2024-04)
- Processing MYCRM, AOL/Simpology Data Entry service requests
- Assisting Broker in everyday task
- Uploading & Tag documents to MYCRM per NCCP checklist
- Uploading & Verify documents to AOL (Apply On Line) Portal per Lender's checklist
- Renaming of documents using LM naming convention
- Product comparison in every Lender
- Re-Pricing in every Lender
- Merging, Splitting, Compressing, Converting, Rotating of documents
- Organizing of saved files into the client cloud folder using LM Foldering Convention
- Generates GamePlan
- Redacts TFNs and CRNs
- Review and update MyCRM with clients' informations and cross check against submitted documents
- Generate BIDRA Report
- Generate Game plan
- Creates Health Check notes and and upload to MyCRM
Food Supplement - Part-Time - Freelance online Business
(2022-09 - 2023-10)
- Online selling and Direct selling
- Distributing of the product
- Interacting and engaging with the people for mutual benefit of the products
- Sharing knowledge and skills to people
QC Compliance Operations/ AU Account - Greenbox Loan Mortgage
(2021-10 - 2022-09)
- QC All Product assigned: (Non-Agency and Agency Purchase or Refinance and Government loan FHA and VA loans) ( international loans Australia)
- POC in Financial Report System MERS Mortgage Electronic Registration System
- Verbal Verification of Employment: Communicate via call to CPA, Tax Preparer and Validate the Business name, nature of business, the P&L prepared, expense ratio, percentage of ownership in the business. salaried borrower – ask for the date of employment, current position and probability of continued employment
- Validate Whole Documents: (Appraisal Report, Mortgage Statement, Credit Report, Identification ID'S, W-2, Tax Return, Tax Transcript, Paystubs, Tax Return, ATR, Bank statement, Insurance HOI, Title Commitment, Purchase Contract, Data Drive Report, Final 1003,) check if there is Variance, Fraud, Not Match, and Reg Flag VS Greenbox Loan Guidance. Appraisal Report Annotating the Picture of the whole house and labeling
- Assisting Account Manager, Underwriter, and Broker team to complete all the Documents that needed
- MERS System: Data encoding all the loan that been sold and funded in the system, Also transferring Servicer to New Servicer
- Sending Everyday Report to the team Target, accomplished and Goal
- Assist the Broker for the Mortgage documentation
- Assist the Underwriter for all the correction we send
Operations Sr. Specialist III - PDDR Underwriter QA (Post Data Document Review) - JP Morgan Chase & Company PHL Home Lending - Philippines
(2015-03 - 2021-10)
- Analyzed all the product that assigned (Non-Agency and Agency Purchase or Refinance and Government loan FHA and VA loans). ( International loans Australia)
- Reviewing, analyzing and reporting on quality discrepancy related to the process
- Verifying all the documents that all valid (Final 1003, Credit Bureau Report, Date verify Report, W-2, Paystub, Bank statement, Title Comment, Appraisal, Purchase Contract and other supporting documents
- Appraisal Report Annotating the Picture of the whole house and labeling
- Monitoring all Errors if the Underwriter Complied all the Call outs that send to them
- Daily Report for all finding Errors
- Assist the Broker for the Mortgage documentation
- Assist the Underwriter for all the correction we send
- QC All Product assigned: (Non-Agency and Agency Purchase or Refinance and Government loan FHA and VA loans)
- Data Entry of all information of the borrower in the system. Compare all the documents that Matches in the system (Note, Appraisal, Flood Cert, Closing Disclosure, Loan Estimate, Seller CD)
- Validate and Review all Fees Matches in the system
- Monitoring all Errors if the Manila Analyst Complied all the errors finding
- Monitoring all Errors (Non-Agency and Agency Purchase or Refinance and Government loan FHA and VA loans)
- POC in EOD and Task Loan Assigner
- Facilitate for Onshore Training for HE/QA Home Equity Quality Assurance and TRID/QA May 2018
- Data Entry of all information of the borrower in the system
- Compare data from the Chase LOS system to the documents on the imaging system
- Identify exceptions and correct on appropriate system or collaborate with internal partners to resolve
- POC of EOD, Task Loan Assigner and Attendance game plan
- Extract specified data from certain documents and log accordingly
- Note, Appraisal, Flood Cert, Closing Disclosure, Loan Estimate, Seller CD
- Data Entry for Closing Disclosure, Seller CD Final Note, Appraisal and validating all doc, date, Signature or ESignature
- Data entry for Final Note, F1003, Disclosure, Appraisal, Flood Cert in CLM
- Send Report for EOD
Operation Analysts - G1 Video Game and Rentals
(2013-10 - 2014-09)
- Analyzing all data up to date
- Designing website weekly
- Preparing report weekly and financial report of company
- Monthly monitoring Site for the sales (Cavite, Batangas, Tarlac, and Tagaytay)
- Monthly Checking of inventory in every site
- Facilitating new hire
- Support Via email and calls client
Sr. Specialist Supply Chain - Johnson Controls Inc.
(2009-01 - 2013-04)
- Analyzing all data if valid and up to date
- Weekly report for E2MS programs
- Data entry of Electric bill, water bill, and others consumption utility bills of company in the systems
- Monthly Onshore call for the update process and reporting
- Weekly audit of reports team
Auditor - INDRA (Maynilad water)
(2008-01 - 2009-02)
Telemarketing (Working Student) - Standard Charted Bank
(2004-09 - 2005-04)
Merchandiser (Working Student) - Seasonal - CDO/ Pure foods
(2001-10 - 2002-03)
Clerk/ Office staff (OJT) - Horizon Hotel
(2001-11 - 2002-02)
