1) Assist brokers with serviceability / lender calculators (run servicing calculators for various lenders on the panel)2) Prepare options for clients and assist brokers with application notes3) Prepare income, assets, and liabilities spreadsheets (the basis for input in bank calculators)4) Seek pricing discounts from lenders and valuations5) Explore lenders' credit policies to determine lending options6) Prepare a summary of lending options for brokers7) Assist loan… Show more 1) Assist brokers with serviceability / lender calculators (run servicing calculators for various lenders on the panel)2) Prepare options for clients and assist brokers with application notes3) Prepare income, assets, and liabilities spreadsheets (the basis for input in bank calculators)4) Seek pricing discounts from lenders and valuations5) Explore lenders' credit policies to determine lending options6) Prepare a summary of lending options for brokers7) Assist loan processors and brokers in clearing lender applications8) Prepare application notes9) Mark file ready for the loan processor for submission10) Work with loan processors to make sure clients get applications Show less

Onboarded, trained, and managed a group of 10-15 staff with expertise in the submission, initial evaluation, credit assessment and compliance checks of mortgage applications. Delegated daily tasks and evaluated the performance of each team member individually and offered coaching to boost performance. Successfully monitored quality assurance, handled escalated situations and identified operational issues and devised plans to address them.

Provided technical expertise and support for credit assessment-related jobs throughout the loans processing department, as well as fielded inquiries. Designed and delivered training programs for both experienced employees and new hires. Authored and updated educational and instructional materials for internal use. Mentored and coached employees to increase productivity and quality.

Assisted delegated lending authority (DLA) and underwriter teams by ensuring timely, prudent, and accurate mortgage processing. Conducted Due Diligence and Know Your Customer (KYC) research for clients by reviewing and verifying borrowers' income, credit reports, employment histories, statements and property appraisals while ensuring that company policies, underwriting guidelines, and lending-program requirements were adhered to.

Performed clerical and administrative tasks which include but not limited to data entry of information, organizing and scanning of documents, answering and directing phone calls, handling front office reception, and other office duties.