Professional Summary
Overview
Work History
Education
Skills
Additional Information
Timeline

Jairuz Planas

JPMorgan Chase
448 Bacood Street Sta Mesa Manila,00
10
years of professional experience

Detail-oriented quality specialist with a strong background in mortgage processing and regulatory compliance. Known for leveraging collaboration skills to identify process improvements and enhance customer experiences, ready to contribute to impactful quality initiatives.

Work History

Quality Specialist IV

3 Months
JPMorgan Chase | 03.2026 - Current
  • Led quality assurance initiatives to enhance operational efficiency across multiple teams.
  • Developed and implemented standardized testing protocols for new software applications.
  • Conducted comprehensive audits to ensure compliance with regulatory standards and internal policies.
  • Collaborated with cross-functional teams to identify process improvement opportunities and implement solutions.

Mortgage Loan Processor

1 Year 6 Months
JPMorgan Chase | 08.2024 - 02.2026
  • Processed mortgage applications, ensuring compliance with policies and regulatory guidelines.
  • Reviewed financial documents for accuracy and completeness to facilitate timely loan approvals.
  • Collaborated with loan officers to resolve applicant inquiries and expedite application processing.
  • Maintained detailed records of loan files and documentation for audit readiness and quality control.

Mortgage Underwriter

1 Year 6 Months
JPMorgan Chase | 01.2023 - 07.2024
  • Evaluated mortgage applications for compliance with underwriting guidelines and risk assessment criteria.
  • Analyzed financial documents to determine borrower eligibility for loan programs.
  • Collaborated with loan officers to clarify applicant information and resolve discrepancies.
  • Reviewed credit reports, income statements, and asset documentation for accuracy and completeness.

Mortgage Closer Specialist

1 Year 7 Months
JPMorgan Chase | 05.2021 - 12.2022
  • Reviewed and verified loan documents for accuracy and compliance with regulations.
  • Coordinated with underwriting teams to resolve discrepancies in mortgage applications.
  • Assisted clients in understanding closing documents and procedures, enhancing customer satisfaction.
  • Managed the preparation of closing disclosures to ensure timely delivery to clients and real estate agents.

Phone Banker

1 Year 5 Months
Wells Fargo | 11.2019 - 04.2021
  • Managed customer inquiries and resolved issues efficiently, enhancing client satisfaction.
  • Conducted thorough account reviews to ensure compliance with regulatory standards.
  • Provided detailed product information and recommendations to optimize customer financial decisions.
  • Streamlined phone banking processes, improving response times and service delivery.

Senior Travel Specialist

2 Years 11 Months
WNS | 11.2016 - 10.2019
  • Led development of customized travel itineraries for corporate clients, enhancing satisfaction and loyalty.
  • Managed complex travel arrangements using Amadeus and Sabre systems to streamline booking processes.
  • Collaborated with vendors to negotiate favorable rates, resulting in cost savings for clients.

Education

Bachelor of Applied Arts And Science - Applied Mathematics With Information Technology

Far Eastern University | Manila, Philippines

Skills

FHA
VA
Conventional
and USDA Loan Knowledge
Credit Report Analysis
Underwriting Support
Loan File Management
Income and Asset Analysis
Compliance Review
Loan Processing
Mortgage Documentation Review

Additional Information

Proficient in both: English and Filipino

Computer Literate: Microsoft Office Application

Good oral and communication skills

Timeline

Quality Specialist IV

JPMorgan Chase
03.2026 - CurrentRead More

Mortgage Loan Processor

JPMorgan Chase
08.2024 - 02.2026Read More

Mortgage Underwriter

JPMorgan Chase
01.2023 - 07.2024Read More

Mortgage Closer Specialist

JPMorgan Chase
05.2021 - 12.2022Read More

Phone Banker

Wells Fargo
11.2019 - 04.2021Read More

Senior Travel Specialist

WNS
11.2016 - 10.2019Read More

Far Eastern University

Bachelor of Applied Arts And Science from Applied Mathematics With Information Technology
Read More
Jairuz Planas