- Propose appropriate solutions and documents all processes for underwriting transactions and prepare appropriate updates to all credit history
- Manage network for all real estate professionals and personal contacts and participate in all business development activities
- Maintain and update knowledge on all products and programs and provide efficient advocacy for all customer; administer all mortgage loans and various specialized loan products
- Conduct interviews for all applications and recommend modification to paperwork as per requirement
- Assist to answer all loan services and customer phone calls
- Resolve all issues and maintain knowledge on all loan servicing procedures
- Manage all loan payment methods and prepare all loan submission documents
- Manage all communication with internal departments to facilitate all loan processes
- Collaborate with funding center and prepare all closing processes and maintain records of all department personnel; monitor all loan applications and documents all underwriting processes
- Evaluate all credit reports and enter all information for loan approval and manage resolution of all issues.
Advised high net worth customers and insurance department management on financial investment options and decisions involving capital expenditures.
Advised high net worth customers and insurance department management on financial investment options and decisions involving capital expenditures.
Advised clients on targeted business strategies and corporate financing.