MA. JONALYN M. MONTERO
Sales And Marketing, US Mortgage Disclosure Specialist
Carmona
Summary
Dedicated professional with experience in achieving tangible results and cross team collaboration. Proactive and excited to partner with like-minded individuals to achieve goals.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Jr Brand Director
Superbrands Marketing International Inc.
8 2022 - Current
Business Development Manager
Blu Bambu
08.2022 - 08.2023
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
- Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
- Represented company and promoted products at conferences and industry events.
- Mentored junior team members in effective sales techniques, fostering a high-performance culture within the organization.
Licensing/Compliance Manager
Allianz IQ Solutions: Presto Home Loans
05.2022 - Current
- Collaborated with cross-functional teams to establish clear compliance guidelines and expectations for all departments.
- Reviewed documents, files, transcripts, and other records to assess compliance and potential risk.
- Managed investigations into potential violations of laws or regulations, ensuring swift resolution and corrective actions when necessary.
- Streamlined compliance processes by implementing efficient monitoring systems and tools.
- Enhanced overall business operations by continuously improving policies, procedures, and controls related to compliance requirements.
- Conducted thorough internal audits to ensure adherence to regulatory standards and best practices.
Disclosure Specialist/Account Specialist
Allianz IQ Solutions
9 2020 - 5 2022
- Worked closely with the VP of Operations in handling personal mortgage accounts of customers/borrowers in the disclosure area of their mortgage application
- Prepared and issued initial disclosures and loan estimates for borrowers
- Expedited client onboarding by swiftly preparing and delivering required disclosure documents.
- Ensured that all charges and figures are accurate for initial loan estimate, locked loan estimate, and closing disclosures
- Set up loan file with accurate fees according to selected loan program and other loan parameters.
- Reviewed signed initial disclosures to make sure that everything is in compliance under US Standard for the preparation of submission to investors
- Managed company disclosure timelines to maintain delivery standards and timetables.
- Administered training to new employees in the department
- Identified issues, analyzed information, and provided solutions to problems
- Enhanced compliance by diligently reviewing and verifying disclosure documents for accuracy.
- Entrusted with confidential information of US clients such as social security number and other financial documents
- Collaborated with cross-functional teams to ensure complete and accurate information was disclosed.
- Cleared pipelines and exceeded goals through effective prioritization and consistent work ethic disclosures.
Media and Communications Manager
Bean Media Group Ph (THE CEO MAGAZINE)
01.2020 - 10.2020
- Attended training in Singapore under the companies' Regional Manager for Asia Pacific
- Spent days speaking with senior executives, gaining unrivalled exposure to a whole new network of game changers and decision makers from all industries globally
- Conducted presentations to high-level executives, directors, PR Teams
- Responsible for the initial interview of the CEO to determine the highlight of the story before endorsing to the editorial team in Australia
- Identified good editorial opportunities; monitoring, understanding, and achieving own individual sales revenue targets related to advertising sales
- Performed end-to-end management of clients from prospecting to account maintenance, ensuring consistent, first-class client care
- Regularly sought sales opportunities from new clients and existing relationships, building and maintaining positive working relationships
- Secured and attended client meetings, effectively negotiating terms, handling objections, and closing sales with ease
- Generated sales interest and grew brand awareness for business expansion.
Disclosure Specialist/ Loan Officer Assistant
Allianz IQ Solutions
07.2016 - 12.2019
- Disclosure Specialist: Pacific Bay Lending- US Lender
- Handled personal mortgage accounts of customers
- Issued initial disclosures to customers including estimated loan estimate, locked estimate, and closing disclosures
- Trained new employees for the disclosure department
- Main point of contact reporting to Pacbay's CEO and Head of Operations
- Conducted necessary measures needed for the training.
- Loan Officer Assistant: Presto Home Loans- US Broker
- Assisted loan officers in an end-to-end process from the loan application up to loan disbursement.
Sales Consultant/ Billing Specialist
Sutherland Global Philippines
05.2015 - 02.2016
- Liaised with customers to determine needs and provide recommendations
- Maintained detailed product knowledge to competently and expertly advise customers
- Recorded details from customer communications on CRM
- Handled and quickly resolved customer issues regarding matters such as product sales and customer service problems.
Education
Bachelor of Business Administration - Marketing Management
Saint Michael's College of Laguna
06.2011 - 05.2015
Skills
Excellent interpersonal skills
Client relationship building
Excellent communication
Problem-solving ability
Negotiation
Salesforce
Social media management
Microsoft Office Suite
Timeline
Business Development Manager
Blu Bambu
08.2022 - 08.2023
Licensing/Compliance Manager
Allianz IQ Solutions: Presto Home Loans
05.2022 - Current
Media and Communications Manager
Bean Media Group Ph (THE CEO MAGAZINE)
01.2020 - 10.2020
Disclosure Specialist/ Loan Officer Assistant
Allianz IQ Solutions
07.2016 - 12.2019
Sales Consultant/ Billing Specialist
Sutherland Global Philippines
05.2015 - 02.2016
Bachelor of Business Administration - Marketing Management
Saint Michael's College of Laguna
06.2011 - 05.2015
Jr Brand Director
Superbrands Marketing International Inc.
8 2022 - Current
Disclosure Specialist/Account Specialist
Allianz IQ Solutions
9 2020 - 5 2022