Loan Processing Administrator - Patona Inc | Teamified
(2025-07 - 2026-07)
Pure Capital Finance /Loan Processing Administrator
- Pipeline Management: Managed incoming loan applications and end-to-end task workflows using Zoho CRM and Mercury CRM to maintain smooth pipeline efficiency.
- Document Verification & Compliance: Verified customer financial documents (ID, PAYG Employment, Proof of income, Bank Statements, and Business ABN details) in strict alignment with KYC/AML guidelines and regulatory lending policies.
- Credit & Affordability Analysis: Conducted Credit risk assessments, Affordability checks, and Serviceability reviews to support accurate, compliant lending decisions.
- Data Integrity: Analyzed complex financial data and identified statement discrepancies to maintain high application quality before final submission.
- Lender Portal & Broker Support: Drafted applications directly in lender portals and Mercury CRM, Managed ongoing Broker communications throughout the loan lifecycle, and Coordinated post-approval requirements.
- Settlement & Deal Closure: Executed rigorous end-to-end compliance audits before updating deal stages to Closed Won / Funded, preparing Mercury CRM records, and sending formal settlement/congratulations emails to Brokers and Clients.
- Reporting & Performance Tracking: Tracked Monthly Broker performance metrics, maintained reporting sheets, and updated loan pipelines to keep operational SLAs on target.
Credit Assessor - Telework Ph /Moneyspot
(2023-04 - 2025-03)
- Conducted comprehensive credit assessments for Australian and US personal loan applications.
- Reviewed Bank statements, income records, financial commitments, and repayment history to assess borrower affordability.
- Utilized credit scoring and risk assessment tools to evaluate customer eligibility.
- Analyzed financial documents and identified discrepancies to ensure accurate assessments.
- Managed high-volume applications while maintaining quality, accuracy, and KPI performance.
- Made informed approval or decline recommendations based on financial analysis and lending criteria.
Billing and Collection Officer - Century Properties Management Inc.
(2019-10 - 2021-05)
- Prepared and issued accurate billing statements for condominium dues, utilities, and other property-related charges.
- Monitored daily collections and maintained accurate payment records.
- Followed up overdue accounts through email, calls, and official notices.
- Coordinated with property management teams regarding account concerns and payment issues.
Sales and Marketing Specialist - Philippine Long Distance and Telephone Company
(2015-06 - 2018-06)
- Managed sales activities and customer relationships within assigned territories.
- Developed and executed monthly sales plans aligned with company objectives.
- Built strong relationships with clients and stakeholders to support business growth.
- Maintained sales pipelines and consistently worked towards achieving targets.
