Matthew Kwan
Mortgage Industry Opportunity
Talent
Downtown Seattle, City of Seattle, KingMember since October 30, 2022
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About
I am currently seeking for a contract job opportunity in the finance/mortgage industry in Singapore
Experience
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Employment History
Loan Operational Manager and Processor: Avenue One Capital Inc, Bellevue, WashingtonLoan Operational Manager Analyst (February 2022 — Present)
- Manage and process over $80 Million in loans related in real estate transactions.
- Assist first time home buyers with real property purchases.
- Strategize with real estate developers to help diversify and grow their investment portfolio.
- Evaluate client’s financial portfolio and collaborate with loan officers to secure loans for clients to finance real estate purchases
- Worked with client-borrowers to prepare financial documents and loan files for underwriter review.
- Ordered and tracked appraisals, title, escrow, homeowner insurance decks, validation, verification of employment, mortgages, Tax transcripts, fraud reports, and more.
- Specialty in processing conventional, governmental backed, and non-conforming loans.
- Set up loans to go to processing in operations by:
-Sorted and audited wet signed disclosures within Docusign and Floify portal for completeness and signature requirements, and uploads.
-Identified marks for the processor’s attention deficiencies/discrepancies in the file documentation.
-Performed quality checks and audits for accuracy on all files and items ordered.
Stratus Building Solutions, Seattle, Washington
Sales Specialist (July 2020 — September 2021)- Recruited and attracted average 10 new clients in per month
- Helping company to grow average $30,000 worth of recurring service sales.
- Prepared business pitch decks and presented to potential clients
- Created and monitored the Company’s marketing efforts and platforms
See, Engage, Act (“S.E.A”), Seattle, Washington
Co-Founder and Chief Financial Officer (September 2019 — April 2020)- Managed daily communication and scheduled meetings with suppliers to ensure that all production quotas were reached. Negotiated prices with supplier to ensure optimal profit.
- Managed inventory and logistics of the company.
- Prepared monthly financial statements for the company.
- Prepared and presented business pitch for seed funding, raising $700.
- Made $1500 in profit within three months.
Education
Bachelor of Arts in Business and Communication, Minor in Business Entrepreneurship and Education: University of Washington, Seattle, Washington
September 2016 – June 2020- GPA: 3.30
- Honours: Deans’ List (Spring ‘18, Winter ‘19, and Spring ‘19)
Cornell University Certificate Program in Financial Management
July 2020 – November 2020- Understand the fundamentals of financial modelling and stocks and concepts
- Assessed and analysed companies’ financial statements
