Summary
Overview
Work History
Education
Skills
References
Timeline
Generic
Katherine C. Gomez

Katherine C. Gomez

Quezon City

Summary

Accomplished Real Estate Data Researcher and Senior Loan Processor with extensive experience in data collection, analysis, and loan processing. Demonstrated expertise in analyzing auction data, compiling property information, and ensuring loan documentation accuracy at FL Real Estate Relief and JP Morgan Chase. Proven ability to drive productivity and manage team operations, with a focus on client service excellence and empathetic communication. Adept at maintaining confidentiality and navigating complex situations with patience and critical observation. Career goals include leveraging analytical skills and decision-making aptitude to enhance operational efficiency in the financial services sector.

Overview

19
19
years of professional experience

Work History

Real Estate Data Researcher (Remote)

FL Real Estate Relief
07.2024 - 04.2025
  • Analyzed daily auction data in Florida (72 Counties) to discover properties meeting Surplus criteria through Equity and Final Judgement/Debt.
  • Compiled comprehensive lists of defendant contact details, encompassing phone numbers, emails, mailing addresses, kin/relatives.
  • Compiled comprehensive lists of property information such as Plaintiff, Zestimate/Assessed Value, property type, occupancy, loans, and mortgages using Zillow, Redfin, Realtor.com, and Propstream.
  • Responsible for inputting, updating, and maintaining property leads file.
  • Provide case updates on Lis Pendens, Foreclosures, and Surplus to the dialers.
  • Update Leader Board details using County court dockets and official records.
  • Draft Surplus contract agreements for deal completion.
  • Provide a daily lead report.
  • Send the end-of-month report and analysis to clients.

Senior Servicing Analyst/Loan Approver

JPMorgan Chase
02.2009 - 03.2024
  • Premier Analyst (one of the four representatives out of over 100 analysts who handle top manufacturers: Aston Martin, McLaren, and Maserati).
  • Review loan contract packages while ensuring the accuracy and completeness of the information and documents.
  • Enters and verifies information into the system, evaluates and validates contract calculations, and confirms whether they meet federal and state regulations, as well as bank policies and regulations. Data entry.
  • Identifies contract packet irregularities, utilises available resources for resolution, and prepares packages for return to borrowers for corrections.
  • Closely interacts with underwriters, borrowers, and client managers to clear any stipulations or secure missing items on an application and ensure same-day funding through inbound, outbound, and chat support.
  • Process auto loans in a DOS-based environment.
  • Receives inbound calls and makes outbound follow-up calls to borrowers.
  • Meeting or exceeding established productivity and quality standards.

Stretch Assignments / Additional Leadership Roles:

Team POC (as needed on several teams)

  • Ensuring operational discipline and team compliance with AVAYA/RTA tagging, scheduled breaks, and floor policies.
  • Monitored and drove team productivity to meet performance goals and service level agreements (SLAs).
  • Pre-check and help colleagues review loan applications based on policies and regulations.
  • Collaborate feedback from specialist and deliver them to upper management level to solve issues within the process and achieve work life balance.
  • Conducts team huddles for updates, etc.
  • Sends emails on attendance, productivity, and training completion of the team.
  • Acted as escalation contact in the absence of the immediate manager, coordinating with other managers on duty to resolve issues.

R and R member (Rewards and Recognition 2009-2019)

  • Led planning and execution of R&R events and employee engagement programmes, including Town Halls, client visits, and other initiatives.
  • Managed budgeting, procurement, logistics, and distribution of rewards and incentives.
  • Tabulated results of performance-based contests, and ensured timely recognition of top-performing employees.
  • Developed team engagement initiatives to boost morale and productivity, aligning with broader LOB goals.

Quality Assurance Executive

Aditya Birla Minacs
10.2008 - 12.2008
  • Account: SEAR.CA (order taking-CANADA)
  • Training-RETRENCHED-account didn’t push through

Quality Assurance Analyst

Allsectech Manila
09.2007 - 10.2008
  • Account: WEB.com (BILLING DEPT.)
  • Provides immediate feedback to supervisors.
  • Facilitates weekly external and internal calibration.
  • Submits weekly and monthly report to OIC, supervisors and Clients.
  • Approves and roll out updates and changes from Client.
  • Taking escalated calls, escalates billing issues to Escalations Dept.
  • Training (QA-related)
  • Ad hoc task-monitoring queue and acts as point person in absence of supervisor.

Customer Service Representative

Allsectech Manila(KBI Inc)
12.2006 - 09.2007
  • Account: WEB.com (BILLING DEPT.)

Outbound Sales Representative

Allsectech Manila(KBI Inc)
11.2006 - 12.2006
  • Account: WEB.com (SALES)

Third Party Verifier (TPV)

Allsectech Manila(KBI Inc)
09.2006 - 11.2006
  • Account: Dish Network

Inbound Sales Representative

Allsectech Manila(KBI Inc)
02.2006 - 09.2006
  • Account: POCKETDISH -Dish Network

Technical Sales Representative

Allsectech Manila(KBI Inc)
12.2005 - 02.2006
  • Account: Proton

Education

B.S.B.A. - Management

Philippine School of Business Administration (PSBA)
2005

Skills

  • Multitasking efficiency
  • Data collection and analysis
  • Critical analysis
  • Loan documentation
  • KYC procedures
  • Written and verbal communication
  • Client service excellence
  • Empathetic communication
  • Confidentiality maintenance
  • Patience with complexity
  • Decision-Making aptitude
  • Critical observation
  • Loan processing expertise

References

· Reisha Lopez-Cruz, Team Manager-Funding Dept. JP Morgan Chase, 0908-888-1694

· Dave Sta. Ana, CEO-My Virtual Pal PH, 0916-646-1845

Timeline

Real Estate Data Researcher (Remote)

FL Real Estate Relief
07.2024 - 04.2025

Senior Servicing Analyst/Loan Approver

JPMorgan Chase
02.2009 - 03.2024

Quality Assurance Executive

Aditya Birla Minacs
10.2008 - 12.2008

Quality Assurance Analyst

Allsectech Manila
09.2007 - 10.2008

Customer Service Representative

Allsectech Manila(KBI Inc)
12.2006 - 09.2007

Outbound Sales Representative

Allsectech Manila(KBI Inc)
11.2006 - 12.2006

Third Party Verifier (TPV)

Allsectech Manila(KBI Inc)
09.2006 - 11.2006

Inbound Sales Representative

Allsectech Manila(KBI Inc)
02.2006 - 09.2006

Technical Sales Representative

Allsectech Manila(KBI Inc)
12.2005 - 02.2006

B.S.B.A. - Management

Philippine School of Business Administration (PSBA)
Katherine C. Gomez