Jessa
Mortgage Broker Assistant | Virtual Assistant |Data Entry
Verified
With Timeproof
Overview
Looking for part-time work (4 hours/day)
at $6.50/hour ($572.00/month)
Bachelors degree
Last Active
March 13th, 2025 (4 days ago)
Member Since
April 13th, 2022
Profile Description
*** I’ve been a Mortgage Broker Assistant/Loan Processor since 2021 assisting Australian clients with their purchase, refinance, and SMSF loan applications.
** Certificate IV holder in Mortgage Broking
My day-to-day tasks mainly includes the following:
- Attend Initial Meetings with Clients
- Creates Appointment File Notes
- Request/Follow up/Review supporting documents from clients
- Add and update client information using MyCrm
- Knowledgeable with FLEX, MyCRM, Infynity, BrokerEngine and other related tools
- Prepares Statement of Credit Assistance Document
- Prepares ApplyOnline/Loanapp applications
- Generate and prepare Application Forms
- Requests pricing quotes from different lenders
- Order Valuations via broker portal/Corelogic
- AOL/Loanapp lodgements
- Track applications and follows up with bank for updates
- Answer MIRs to get Unconditional Approval
- Requests AIP/Unconditional Approval Extensions
- Contacts Solicitor/Real Estate Agents/Accountants
- Liaise with Broker regarding loan documents until settlement
- Upload documents and complete compliance checklist
- Conduct Rate Reviews
Top Skills
Customer Support » Mortgage
Experience: 2 - 5 years
Office and Administration » Data Entry
Experience: 5 - 10 years
Office and Administration » Email Management
Experience: 5 - 10 years
Other Skills
E-Commerce » Inventory Management » Quality Control
Experience: 5 - 10 years
Office and Administration » Microsoft Excel
Experience: 5 - 10 years
Customer Support » Phone Support » English Speaking
Experience: 2 - 5 years
Office and Administration » Transcription
Experience: Less than 6 months
Basic Information
- Age
- 28
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Mandaue City, Cebu
- Tests Taken
- IQ
- Score: 99
- DISC
- Dominance: 21%
- Influence: 10%
- Steadiness: 26%
- Compliance: 43%
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
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