FLEX
Olive Angeli Faelnar
Mortgage Broking Assistant
Mandaue City, Province Of Cebu
Summary
Experience Mortgage Broking Assistant offering 2+ years of experience in lending support. Familiar with real estate and credit loans. Skilled at building long-lasting and loyal relationships with clients. End to end processing of loan applications, Individual, SMSF and Company & Trust.
Overview
3
3
years of professional experience
1
1
Certification
1
1
Language
Work History
Mortgage Broker Assistant
Virtual Business Partners
10.2022 - Current
- Responsible for end to end processing of loan application (Individual, Company & Trust, SMSF)
- Data Entry (FLEX, AOL & LoanApp)
- Supported compliance efforts by maintaining accurate records and performing periodic audits of client files for adherence to internal guidelines and regulatory requirements.
- Send document for signatures (DocuSign/Esign)
- Upload supporting documents.
- Follow up with the Lenders/Assessors.
- Correspond with clients on requirements.
- Push for Formal Approval.
- Organise outstanding required for settlement.
- Push for settlements.
- Pre-submission and post-submission pricing.
- Ordering Valuations.
Intern
Woven Furniture Designs
04.2021 - 06.2021
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Maintained accurate records of financial transactions for ease of reference in budget analysis or audits.
- Input and record purchases to journal.
- Update accounting workbooks.
- Evaluate Daily recording of accounts.
- Input and summarize monthly inventory reports.
Education
Bachelor of Science - Industrial Engineering
University of Cebu Lapu-Lapu & Mandaue
Mandaue City, Province Of Cebu, Philippines 04.2001 -
High School Diploma -
University Of Cebu Lapu-Lapu And Mandaue
Mandaue City, Province Of Cebu, Philippines 04.2001 -
Skills
- Loan Processing
- Documentation Review
- Application verification
- File Management
- Personal Data Collection
- Loan Application Preparation
- Data Collection
- Property Appraisals
- Microsoft Office
- Customer Communication
- Attention to Detail
- Lending Software Systems
Software
ApplyOnline
LoanApp
Broker Portal
Microsoft Office
Certification
Certificate IV in Finance and Mortgage Broking
Seminars and Trainings
- Values Enhancement Seminar
- Industrial Productivity and Supervisory Seminar, JPIIE
- PIIE: Expanding Limits, Creating Possibilities, JPIIE
- System Thinking Seminar, JPIIE
- Six Sigma, JPIIE
- Basic to Advance MS Excel Training
Timeline
Certificate IV in Finance and Mortgage Broking
10-2024
Mortgage Broker Assistant
Virtual Business Partners
10.2022 - Current
Intern
Woven Furniture Designs
04.2021 - 06.2021
Bachelor of Science - Industrial Engineering
University of Cebu Lapu-Lapu & Mandaue
04.2001 -
High School Diploma -
University Of Cebu Lapu-Lapu And Mandaue
04.2001 -
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