Skills
Loan documents
10+ Years
Loan Processor
5-10 Years
Adaptability
2-5 Years
Administrative Management
10+ Years
Financial management
10+ Years
Decision making
10+ Years
Credit Analysis
Less than 6 Months
Experience highlights
Junior Loan Partner
Ulysse Mortgage, LLC
·
July/2024
–
Present
Managed client communications, organized documents, and categorized clients in the CRM. Coordinated with borrowers and agents to gather documentation and provide loan status updates. Structured borrower profiles in Loan Origination Software and CRM, analyzing personal and financial data. Conducted income analysis using pay records, tax returns, and employment verification. Performed credit analyses and reviewed asset documentation to assess financial eligibility.
Junior Loan Partner
Ulysse Mortgage, LLC
·
April/2024
–
Present
Managed the loan process from contract to closing, handling title work, insurance, and appraisals. Ensured timely processing by coordinating document collection, underwriter submissions, and loan approvals. Oversaw compliance tasks, including rate locks and TRID disclosures.
Managed loan re-submissions for final approval and clear-to-close status. Scheduled closings, coordinated funding, and ensured proper registration and wire transfers.
Conducted audits and managed lender communications.
Insurance Sub-agent
GIS Insurance Agency
·
April/2020
–
Present
Marketed various non-life insurance products to meet client needs. Educated clients on policy options and provided tailored recommendations. Maintained and organized confidential insurance documents, ensuring timely delivery of policies. Monitored policy renewals and proactively notified clients of upcoming expirations. Assisted clients with the claims process, guiding them through documentation and submission.
Service Manager
Asia United Bank
·
February/2013
–
Present
Oversaw all branch banking operations, including tellering, new accounts, and auxiliary services. Approved client transactions and ensured compliance with bank policies and regulations. Prepared financial reports, managed budgets, and handled branch accounting tasks. Endorsed consumer loans for approval by senior management. Supervised branch staff, ensuring adherence to performance standards. Maintained compliance with BSP regulations, KYC, AML, and credit policies.
Loan Processor
Asia United Bank
·
May/2006
–
Present
Originated, reviewed, and processed commercial and consumer loan proposals. Compiled and maintained loan applicant databases, including credit histories and financial records. Submitted loan applications for Credit Committee approval. Reviewed loan agreements and documents for accuracy. Processed loan booking and disbursed approved loan facilities. Monitored loan repricing, interest payments, rollovers, and repayments.
