Adrian Yip Email & Phone Number

Fremont, Ca

Santa Clara, California

-Approve loans within specified limits, and refer loan applications outside those limits to management for approval.-Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.-Review loan agreements to ensure that they are complete and accurate according to policy.-Develop a great communication, understanding of applicant's needs for a better mortgage experience.-Guide applicant from the beginning of the… Show more -Approve loans within specified limits, and refer loan applications outside those limits to management for approval.-Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.-Review loan agreements to ensure that they are complete and accurate according to policy.-Develop a great communication, understanding of applicant's needs for a better mortgage experience.-Guide applicant from the beginning of the loan to finishing their loan process.-Buy and Sell investor loans from or to big mortgage corporations (Penny Mac, Freddie Mac, Fannie Mae) Show less

Santa Clara, California

-Schedules loan closing and compiles and types closing documents: Reviews approved mortgage loan to determine conditions that must be met prior to closing, such as purchase of private mortgage insurance.-Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms.- Assembles documents for delivery to title company, real estate broker, or lending officer for closing.-May compile closed loan forms for delivery to marketing… Show more -Schedules loan closing and compiles and types closing documents: Reviews approved mortgage loan to determine conditions that must be met prior to closing, such as purchase of private mortgage insurance.-Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms.- Assembles documents for delivery to title company, real estate broker, or lending officer for closing.-May compile closed loan forms for delivery to marketing department for sale to investors. Show less

Santa Clara, California

San Jose State University

Create and organize events for Banking and Investment Association.

Downtown San Jose

-Schedule appointments and assist clients with paperwork.-Assist financial adviser with client support and time management.-Handle financial operational problems, such as issues with statements and transactions.

San Jose State University

Help school manage its investment portfolio and make analysis presentations to either buy, sell or hold a stock on school's portfolio.

• Provide superior, friendly, and efficient customer service at time of rental and return using the company approved sales and service techniques.• Help prepare cars for customers, pick up customers, give customer rides to different location• Have good communication skills with customers

• Promotion for the radio station by using Instagram and Twitter• Hand out promotional CDs and interact with strangers to attract their attention to the station.

• Provided friendly, quality customer service to each Chipotle customer• Working toward understanding and articulating Food With Integrity