FLEX
Tristan Jade Falcutila
Loan Processor
City Of San Jose Del Monte Bulacan
Summary
Enthusiastic Junior Loan Processor, eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Well-versed in loan processing and trained to handle various scenarios. Motivated to learn and excel in the Mortgage Broking Industry.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
Work History
Loan Processor - AU Mortgage
Freelancer
06.2023 - 03.2024
- 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
9 2020 - 05.2023
- Organize and maintain loan files, ensuring all documents are accurately filed, labeled, and up-to-date in accordance with regulatory requirements.
- Input loan application information, borrower details, financial data, and other relevant information into company's system (POINT) with accuracy and attention to detail.
- Manage incoming and outgoing communications, including phone calls, emails, and faxes. Relay messages to appropriate parties and respond to routine inquiries from clients, borrowers, and other stakeholders.
- Coordinate appointments, meetings, and conference calls for loan officers, underwriters, and clients. Manage calendars and ensure timely reminders for upcoming events.
- Provide assistance to clients and borrowers throughout the loan application process, answering questions, providing status updates, and offering guidance on required documentation and procedures.
- Maintain accurate records of loan applications, approvals, denials, and disbursements. Generate reports as needed to track loan pipeline, performance metrics, and compliance data.
- Monitor loan files for compliance with federal, state, and company regulations.
- Deliver excellent customer service to borrowers, real estate agents, title companies, and other stakeholders throughout the loan process, addressing inquiries and resolving issues in a timely and professional manner.
Customer Service Representative
Concentrix
08.2019 - 01.2021
- Handle incoming emails, and messages from customers regarding various aspects of FedEx services, such as package tracking, delivery status, shipping rates, and service inquiries.
- Address and resolve customer issues and complaints efficiently and effectively. This might include investigating delayed or lost shipments, resolving billing discrepancies, and coordinating with relevant departments to find solutions.
- Assist customers with placing new orders, modifying existing orders, and providing guidance on shipping options and delivery timelines.
- Help customers track their packages using FedEx's tracking systems, provide updates on shipment statuses, and assist with any issues related to tracking information.
- Provide information about FedEx's services, including shipping options, delivery times, packaging guidelines, and special handling services.
- Assist customers with billing inquiries, including explaining charges, providing invoices, and resolving billing disputes or errors.
- Offer basic technical support for FedEx online tools and services, such as troubleshooting website navigation issues, assisting with account setup, and guiding customers through online shipping processes.
- Escalate complex or unresolved customer issues to higher-level support or management as necessary, ensuring timely resolution and customer satisfaction.
- Maintain up-to-date knowledge of FedEx's products, services, policies, and procedures to provide accurate information and assistance to customers.
- Maintain detailed records of customer interactions, including inquiries, complaints, and resolutions, and generate reports as needed to track trends and identify areas for improvement.
Sales Retail Personnel
Gigahertz Computer System Company
03.2019 - 07.2019
- Develop an in-depth understanding of the gadgets, including smartphones, tablets, laptops, smartwatches, and accessories, such as chargers, cases, and screen protectors. Stay updated on the latest features, specifications, and technological advancements to effectively assist customers.
- Engage with customers to assess their needs, preferences, and budget constraints. Provide personalized recommendations based on their requirements, usage patterns, and desired features to help them select the most suitable gadgets.
- Demonstrate the functionality and features of gadgets to customers, highlighting key benefits and capabilities. Explain technical specifications, operating systems, software applications, and compatibility with other devices to facilitate informed purchasing decisions.
- Offer basic technical support and troubleshooting assistance to customers experiencing issues with their gadgets. Guide customers through setup processes, software updates, and troubleshooting procedures to resolve common problems and ensure customer satisfaction
- Monitor gadget inventory levels, conduct stock checks, and assist with restocking shelves and displays. Communicate inventory needs to management to ensure adequate stock availability and minimize out-of-stock situations.
- Stay informed about pricing, promotions, and discounts on gadgets and accessories. Communicate promotional offers, bundle deals, and financing options to customers to encourage sales and increase customer loyalty.
- Process returns, exchanges, and refunds for gadgets in accordance with store policies and manufacturer warranties. Inspect returned items for damage or defects, update inventory records, and assist customers with product exchanges or refunds.
- Build and maintain positive relationships with customers by providing exceptional service, personalized recommendations, and follow-up support. Foster customer loyalty through proactive communication, timely responses to inquiries, and resolution of customer concerns.
Education
Office Management -
La Verdad Christian College
01.2016 - 04.2018
Skills
Guarantor Loan
undefinedSoftware
Salestrekker
ApplyOnline
Lender Servicing Calculator
Microsoft 365 Tools
Point
DropBox
Timeline
Loan Processor - AU Mortgage
Freelancer
06.2023 - 03.2024
Customer Service Representative
Concentrix
08.2019 - 01.2021
Sales Retail Personnel
Gigahertz Computer System Company
03.2019 - 07.2019
Office Management -
La Verdad Christian College
01.2016 - 04.2018
Admin Assistant - US Mortgage
Freelancer
9 2020 - 05.2023
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