MARY JANE BORROMEO
Loma De Gato, Marilao
Summary
Experienced Financial Management Officer with 7 years of success in overseeing financial activities for clientele. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Developed business relationships to improve communication between departments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Freelance Senior Financial Management Support
Freelance Broker Association - Online Jobs PH
02.2021 - Current
- Creating customer's profile using Mercury platform.
- Assisting Brokers/Parabrokers with all aspects of loan processing and administration, from lead to settlement.
- Ensuring data accuracy. Uploading to Mercury CRM files all relevant information, notes, attachments, and tasks as per workflows.
- Liaising with banks to ensure loan is progressing.
- Liaising with Brokers/Parabrokers and related parties with updates/info.
- Preparing customer documentation requests via Ezidox and CashDeck, and following progress accordingly.
- Preparing Applications through Mercury/ApplyOnline, LoanApp or manual submission.
- Arranging valuation and return.
- Checking loan contracts, ensuring loans are set up correctly, and facilitating signing and return of contracts to lenders.
- Maintaining customer's database is accurate and up to date with notes and progress.
- Ensuring that customer's details are correct prior to their settlement to avoid any delays that may result in penalties for other lenders or vendor lawyers
- Ensuring all allocated tasks are completed daily, and where not able to complete on allocated date, Brokers/Parabrokers or Manager is advised.
- Checking compliance of Broker/Parabroker
- Ensuring that there are sufficient funds in customer's nominated account to avoid settlement delays.
- Ensuring that customer nominates account for shortfall/surplus, offset and direct debit.
- Liaising to customer to obtain outstanding documents and to provide to bank.
- Ensuring that application settled on time
- Preparing loan account set up and post approval letter and send to customers once application settled.
- Calling banks to update loan account details for rate review.
- Distributing emails to relevant person
Senior Mortgage Consultant
Westpac Banking Corporation
09.2017 - 02.2021
- Advised clients on future interest rate changes, ensuring long-term mortgage affordability
- Maintained detailed knowledge of current mortgage products and services to offer up-to-date client advice
- Offered advice on various types of mortgages, providing guidance on the best products to suit bespoke client needs
- Collaborated with team members to achieve target results
- Providing customers with the progress of their home loan
- Managed complaints with calm, clear communication and problem-solving
- Trained and mentored employees to maximize team performance
- Prepared a range of written communications, documents, and reports
- Demonstrated consistent hard work and dedication to achieve results and improve operations
- Actively listened to customers to fully understand requests and address concerns
- Enhanced working relationships by participating in team-building activities
- Developed team communications and information for meetings.
Sales Representative
Acquire Asia Pacific - Quezon City
01.2017 - 07.2017
- Shared comprehensive brand and product knowledge to maximize sales
- Addressed customer questions, problems, and complaints in person and via phone to maintain positive relationships and support smooth communications
- Generated sales by prospecting leads, cold calling, and closing deals
- Cold-called prospective customers to build relationships
- Negotiated and closed deals with minimal required support from sales and finance managers
- Demonstrated strong communication and time management skills to meet and exceed sales targets
- Negotiated customer pricing within agreed guidelines to achieve margin targets.
Technical Support Representative
Teleperformance
04.2015 - 09.2016
- Troubleshooting Internet, phone, and cable issues
- Resolving network issues
- Speaking to customers to quickly get to the root of their problem
- Talking customers through a series of actions to resolve a problem
- Installing and configuring hardware and software.
Education
Bachelor of Science in Medical Technology Major in Laboratory Science -
Our Lady of Fatima University
Antipolo City, Philippines06.2015
Skills
- Attention to Detail
- Ability to Multitask
- Leadership
- Problem-Solving
Awards
- Awarded as Best in Attendance for 2018, 2019 & 2020.
- Best in Quality, averaging 90% for Call handling and Product Knowledge for 2018 & 2019.
- Best in Average call handling time of 2.54 mins out of 3 mins target.
- Best in Customer Survey, averaging 96% for the year 2019.
- Overall top performer for Quarter 2,3,4 of August 2019
- Promoted as Senior Consultant last October 2019
- Awarded as Elite Rockstar for being top performer for 3 consecutive quarters in 2019.
References
Available upon request
Certification
- · Basic Australian Mortgage Processing Training - 4 February 2023
- Intermediate Australian Mortgage Processing Training - 18 February 2023
- Advance Australian Mortgage Processing Training - 4 March 2023
Timeline
Freelance Senior Financial Management Support
Freelance Broker Association - Online Jobs PH
02.2021 - Current
Senior Mortgage Consultant
Westpac Banking Corporation
09.2017 - 02.2021
Sales Representative
Acquire Asia Pacific - Quezon City
01.2017 - 07.2017
Technical Support Representative
Teleperformance
04.2015 - 09.2016
Bachelor of Science in Medical Technology Major in Laboratory Science -
Our Lady of Fatima University
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