Gary Perez
Mortgage Documentation & Compliance Analyst
Bacoor City,CAV
Summary
Mortgage operations professional with extensive experience in documentation review, compliance validation, and record management within high-volume financial services environments. Expertise in analyzing mortgage files to ensure strict policy adherence, promptly identifying discrepancies, and maintaining accurate system tracking. A detail-oriented approach combined with strong regulatory knowledge supports consistent accuracy and efficiency. Proven ability to manage complex workflows while upholding compliance standards.
Overview
24
24
years of professional experience
2
2
Certifications
Work History
ANALYST II
PHH Mortgage Corporation
03.2014 - 02.2026
- Review and validate mortgage documentation to ensure accuracy, completeness, and adherence to internal policies and regulatory standards.
- Utilize standardized compliance checklists to verify that required loan file processes and documentation steps are properly executed.
- Identify documentation discrepancies and process gaps, providing structured feedback to support resolution and quality improvement.
- Maintain accurate system tracking and data integrity within mortgage servicing platforms in a high-volume environment.
SENIOR PROCESS ASSOCIATE
TATA Consultancy Services
02.2013 - 12.2013
- Managed delinquent mortgage accounts and assessed borrower financial situations.
- Negotiated structured payment arrangements and recovery strategies.
- Resolved customer concerns at first point of contact. Ensured adherence to service quality and documentation compliance standards.
CUSTOMER SERVICE ASSOCIATE
Convergys
08.2012 - 12.2012
- Handled customer questions, complaints, and billing inquiries for a major telecommunications company in Australia.
- Provided consistent, high-quality service by utilizing available tools and resources.
- Troubleshot and resolved customer technical concerns.
FINANCIAL OPERATIONS SUPPORT ADVISOR
Firstsource Solutions Ltd.
06.2011 - 08.2012
- Conducted detailed account reconciliations and financial dispute investigations.
- Updated and maintained accurate banking records and customer account information.
- Resolved business cardholder disputes in accordance with financial policies and regulatory standards.
SENIOR CUSTOMER SERVICE SPECIALIST
Convergys
10.2004 - 01.2011
- Managed escalated and complex customer concerns with professionalism and accuracy.
- Maintained high first-contact resolution performance in a structured service environment.
- Processed structured customer inquiries while ensuring accurate documentation and record updates.
- Contributed to operational efficiency and customer satisfaction improvement initiatives.
DATA ANALYST
Sysgen
02.2004 - 08.2004
- Analyzed and coded registrations using an online application and created Net Cover confirmations.
- Managed email communications and conducted internet research as required.
- Created presentation slides and charts for reports and internal use.
- Organized images and HTML files and updated employees’ productivity and utilization worksheets.
ENCODER
ADEC Solutions
04.2003 - 02.2004
- Analyzed source documents and entered data using a designated online program in accordance with company productivity and accuracy standards.
- Performed document analysis and other production-related activities, including online coding and proofreading.
- Maintained daily clerical productivity requirements.
PRE-POST PRODUCTION STAFF
SPI
07.2002 - 04.2003
- Recorded all discrepancies identified during the pre-production process.
- Batched and encoded source documents according to project requirements and priorities.
- Completed required forms, including pre-production tracking forms, lot cards, and control logs.
- Reported discrepancies found in source documents to the appropriate personnel.
- Followed up on requested jobs to ensure continuous operations.
Education
Bachelor of Science - Computer Science
Central Colleges of The Philippines
Quezon City 04.2001 -
Skills
Excel for data analysis and reporting
Skilled in Microsoft Office applications
Mortgage documentation management
Analytical thinking
Data research and validation
Certification
Mortgage Loan Processor Certifications Udemy – March 2026
Timeline
ANALYST II
PHH Mortgage Corporation
03.2014 - 02.2026
SENIOR PROCESS ASSOCIATE
TATA Consultancy Services
02.2013 - 12.2013
CUSTOMER SERVICE ASSOCIATE
Convergys
08.2012 - 12.2012
FINANCIAL OPERATIONS SUPPORT ADVISOR
Firstsource Solutions Ltd.
06.2011 - 08.2012
SENIOR CUSTOMER SERVICE SPECIALIST
Convergys
10.2004 - 01.2011
DATA ANALYST
Sysgen
02.2004 - 08.2004
ENCODER
ADEC Solutions
04.2003 - 02.2004
PRE-POST PRODUCTION STAFF
SPI
07.2002 - 04.2003
Bachelor of Science - Computer Science
Central Colleges of The Philippines
04.2001 -