Stephanie Anne A.
Angeles City, Philippines
100%
Job Success
Mortgage
$12.00/hr
Closing Coordinator
• Mange calls with the client.
• Calendar management for closing deals.
• Email management
• Updating CRM apps
Junior Loan Processor
o Reviewing the documents to be submitted to the Lender.
o Liaise in following up to the borrower.
o Liaise in completing the condition of the Lender.
o Responsible in submitting and closing the application within 30 days or on or before the lock rate expires
o Knowledgeable in reviewing Tax returns, income and assets and credit report of the borrower.
o Liaise in updating Encompass.
Mortgage Loan Associate
o Liase in sending progress payment invoice to the borrower and lender.
o Responsible for requesting supporting documents to the clients.
o Generating compliance documents.
o Data entry and lodgment of the application in Podium, Infynity and Apply Online.
o Booking valuation and requesting pricing discount
o Have basic skills in serviceability calculator, also preparing discharge form to be sent out the lender.
o Liaise in lodging commission of the broker.
o Liaise in submitting progress payments
o Liaise In following up call to the Lender and Member (Client)
o Liaise in asking some documentation to the Member
o Generating compliance documents.
o Doing follow up with the lender up to post settlement stage and lodge commission claims for the Broker
Customer Care Specialist
o Requesting Pricing to the Australian Bank, ordering full valuation,
o Calling the bank for Full Loan Account Audit.
o Reviewing documents before submitting to the bank for approval by the Loan Processor
o Updating Client information in Salesforce.
Marketing Assistant and Admin Assistant
o Sending E-newsletter and SMS using CRM (Agentbox system)
o Creating Leader Ads using RealHub for the Sales Team
o Creating Signboards for the Sales Team
o Cleaning data in Agentbox
o Archived listing and contact
o Merged contact and some other request of the sales agent in Agentbox.
Work History
Mortgage Loan Processor Assistant
4.45
Sep 21, 2020
-
Jul 5, 2021
"Great job Stephanie, Good luck!"
Private earnings
Stephanie Anne A. has more jobs. Create an account to review them
Skills
- Data Entry
- Administrative Support
- Marketing Plugin
- Underwriting
- Phone Communication
- Real Estate
- Executive Support
- Virtual Assistant
- Customer Service
Stephanie Anne A.
Angeles City, Philippines
100%
Job Success
3
Total Jobs
1,916
Total Hours
Mortgage
Specializes in$12.00/hr
Closing Coordinator
• Mange calls with the client.
• Calendar management for closing deals.
• Email management
• Updating CRM apps
Junior Loan Processor
o Reviewing the documents to be submitted to the Lender.
o Liaise in following up to the borrower.
o Liaise in completing the condition of the Lender.
o Responsible in submitting and closing the application within 30 days or on or before the lock rate expires
o Knowledgeable in reviewing Tax returns, income and assets and credit report of the borrower.
o Liaise in updating Encompass.
Mortgage Loan Associate
o Liase in sending progress payment invoice to the borrower and lender.
o Responsible for requesting supporting documents to the clients.
o Generating compliance documents.
o Data entry and lodgment of the application in Podium, Infynity and Apply Online.
o Booking valuation and requesting pricing discount
o Have basic skills in serviceability calculator, also preparing discharge form to be sent out the lender.
o Liaise in lodging commission of the broker.
o Liaise in submitting progress payments
o Liaise In following up call to the Lender and Member (Client)
o Liaise in asking some documentation to the Member
o Generating compliance documents.
o Doing follow up with the lender up to post settlement stage and lodge commission claims for the Broker
Customer Care Specialist
o Requesting Pricing to the Australian Bank, ordering full valuation,
o Calling the bank for Full Loan Account Audit.
o Reviewing documents before submitting to the bank for approval by the Loan Processor
o Updating Client information in Salesforce.
Marketing Assistant and Admin Assistant
o Sending E-newsletter and SMS using CRM (Agentbox system)
o Creating Leader Ads using RealHub for the Sales Team
o Creating Signboards for the Sales Team
o Cleaning data in Agentbox
o Archived listing and contact
o Merged contact and some other request of the sales agent in Agentbox.
Work History
Mortgage Loan Processor Assistant
4.45
Sep 21, 2020
-
Jul 5, 2021
"Great job Stephanie, Good luck!"
Private earnings
Stephanie Anne A. has more jobs. Create an account to review them
Skills
- Data Entry
- Administrative Support
- Marketing Plugin
- Underwriting
- Phone Communication
- Real Estate
- Executive Support
- Virtual Assistant
- Customer Service
Hours per week
As Needed - Open to Offers