Tristan Jade Falcutila
City Of San Jose Del Monte
Summary
Professional with strong track record in loan processing. Expertise in evaluating financial documents, ensuring compliance, and managing loan applications efficiently. Adept at collaborating with teams to meet deadlines and deliver results. Known for reliability, adaptability, and keen eye for detail. Strong organizational skills and customer-focused approach.
Overview
6
6
years of professional experience
Work History
Loan Processor - AU Mortgage
Freelancer
06.2023 - 01.2025
- Check supporting documents received from clients (example: bank statements, identification documents, income documents…) to ensure they comply with the lender's requirements.
- Rename the supporting documents received accordingly to the company's naming convention.
- Accurately input information from supporting documents provided by the clients into the company's system (FLEX/Salestrekker).
- Completion of data entry in FLEX/Salestrekker based on broker's master notes and servicing.
- Generate compliance documents and application forms to be sent to the clients
- Submission of the loan application to the lender (via ApplyOnline)
- Calling lenders for loan status updates and post-settlement checks.
- Liaise with relevant parties to collate the necessary supporting documentation and checking the status of application.
- Order Valuation in Propertyhub and Generating Property Reports in RP Data/Corelogic
- Requesting Pricing Discount via Lender's portal or via Email.
- Submitting manual commission claim
Admin Assistant - US Mortgage
Freelancer
02.2021 - 05.2023
- Keep loan files organized and updated, making sure all documents are labeled and meet legal requirements.
- Enter loan application details, borrower info, and financial data into the company system (POINT) carefully and accurately.
- Handle phone calls, emails, and faxes. Pass messages along and answer basic questions from clients and borrowers.
- Schedule meetings and calls for loan officers, underwriters, and clients. Keep calendars organized and send reminders.
- Help clients through the loan process by answering questions, giving updates, and explaining what documents are needed.
- Keep track of loan applications, approvals, and denials. Create reports to show progress and check for compliance.
- Make sure loan files follow federal, state, and company rules.
- Provide great customer service to clients, real estate agents, title companies, and others by answering questions and solving problems quickly and professionally.
Customer Service Representative
Concentrix
08.2019 - 01.2021
- Respond to customer emails and messages about FedEx services like tracking, delivery, rates, and general questions.
- Solve customer problems, such as lost or delayed packages and billing issues, by working with other departments when needed.
- Help customers place or change orders and explain shipping options and delivery times.
- Track packages for customers and provide updates or help with tracking issues.
- Share information about FedEx services, like shipping choices, delivery times, and packaging rules.
- Answer billing questions, explain charges, send invoices, and fix billing errors.
- Help with basic tech support for FedEx's website and online tools, like account setup or navigating the site.
- Pass complex problems to supervisors or advanced support teams when needed.
- Stay updated on FedEx services and policies to give correct information.
- Keep records of customer interactions and create reports to help improve service.
Sales Retail Personnel
Gigahertz Pc Services And Design
03.2019 - 07.2019
- Learn about gadgets like phones, tablets, laptops, smartwatches, and accessories (chargers, cases, etc.). Stay up to date with the latest features and tech.
- Talk with customers to understand what they need, what they like, and how much they want to spend. Suggest the best gadgets for them.
- Show customers how gadgets work and explain important features in simple terms. Help them understand things like software, compatibility, and specs.
- Help customers with basic tech support, such as setting up devices, updating software, or fixing common problems.
- Keep an eye on stock levels. Help with inventory checks and restocking shelves. Let management know when more products are needed.
- Know about current prices, sales, and promotions. Let customers know about deals and payment options.
- Handle returns, exchanges, and refunds based on store rules. Check returned items and update inventory.
- Provide great customer service. Build trust by being helpful, making personalized suggestions, and following up when needed.
Education
Associate of Science - Office Management
La Verdad Christian College
Apalit, Province Of Pampanga, Philippines03-2018
Skills
- Data entry
- Teamwork and collaboration
- Information verification
- Compliance Handling
- Attention to detail
- Loan Submissions
- Loan Packaging
- Document review
Additional Information
SOFTWARES
- FLEX
- Salestrekker
- ApplyOnline/Loan App
- Lender Portals
- Corelogic/RP Data
- Microsoft 365 Tools
- Point
- DropBox
Timeline
Loan Processor - AU Mortgage
Freelancer
06.2023 - 01.2025
Admin Assistant - US Mortgage
Freelancer
02.2021 - 05.2023
Customer Service Representative
Concentrix
08.2019 - 01.2021
Sales Retail Personnel
Gigahertz Pc Services And Design
03.2019 - 07.2019
Associate of Science - Office Management
La Verdad Christian College
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