Mortgage Agent
Current• Successfully carried out and assisted in over 30 mortgage applications with a total funded volume of $20 million• Process mortgage applications and follow loan closing procedures by managing customers and liaise with third parties such as realtors, lawyers, and ongoing leads• Responsible for providing mortgage products from various lenders and institutions to clients along with determining mortgage eligibility • Keep current with new products, services, and tools through training and internal conferences • Perform stress test and calculate repayment risk along with overall risk analysis for clients to determine financial stability • Analyze and review documentation to verify and process applications in a timely manner• Maintain strict confidentiality to protect client information by restricting access to files and following company security policies