Experience

Dynamic Business Outsourcing Solutions (DBOS)

• Philippines
• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Credit Assessment Specialist

  • Nov 2022 - Present

  -Perform end to end assessment on complex credit applications -Conduct thorough credit worthiness assessment and thorough decision making -Handle outbound, inbound and admin tasks to process all the application -Proactively re-package and communicate deal options -Adhere to all audit and compliance requirements to prevent exposure to unacceptable risk -Actioning loan applications, new and variations -Building relationships and delivering superior level service to our broker network and sales team -Answer calls from customers and potential customers inquiring about the product/services offered -Answer e-mails and chat sessions from customers and potential customers inquiring about the product/services offered -Achieving individual targets, whilst maintaining service level agreements and customer service charter standards -To provide high quality credit decisions through timely delivery To support the organization in achieving desired risk and reward balance of the secured or unsecured portfolio -Deliver high quality credit decisions within service level agreements -Make credit decisions on secured or unsecured product applications -Contribute to maintaining team service level agreements -Promote a focus on customer centricity -Handle customer’s needs and requirements Show less



BC Invest

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Settlement and Construction Officer

  • Sep 2021 - Jul 2022

  -Managing settlement booking, doing back office work like document quality assurance, liaising with solicitor and transferring of settlement funds. -Preparing letter of directions, maintaining committed pipeline report and updating file status and data entry in a CRM on a daily basis. -Construction loan management and drawdowns, track progress of each construction stage for releasing of funds upon approval. -Managing settlement booking, doing back office work like document quality assurance, liaising with solicitor and transferring of settlement funds. -Preparing letter of directions, maintaining committed pipeline report and updating file status and data entry in a CRM on a daily basis. -Construction loan management and drawdowns, track progress of each construction stage for releasing of funds upon approval.



Westpac

• Australia
• Banking
• 700 & Above Employee

• Mortgage Loan Consultant/Customer Service Associate

  • Sep 2017 - Sep 2021

  As part of the Pre-Settlement - Settlement Team Responsibilities •Taking inbound calls •Communicating and assisting with bankers, brokers, solicitor/conveyancers and customers. • Checking mortgage loan status and identifying the outstanding requirements/documents for the loan application to proceed to settlement and funding. •Booking an appointment for settlement with Solicitor/Conveyancers for a purchase and discharge of mortgage. •Sending email or calling out for escalation to onshore team As part of the Loan Servicing Team Responsibilities •Taking inbound calls from bankers, brokers and sometimes customer if they have inquiries about a settled mortgage loan •Processing a mortgage loan variation such as request for discount rate, changing of a mortgage type/product. •Sending email or calling out for escalation to onshore team As part of the External Refinance Team •Doing call outbound to other lenders to check the discharge of mortgage request status for our new client as an incoming lender •Booking an appointment for settlement with other banks for a new refinanced mortgage loan •Sending email or calling out for escalation to onshore team •Actioning of escalation request Other tasks: •Chat support for our onshore bankers •Admin task, generating EOD reports of booked settlements •Floor support, taking in escalated calls from new hires Show less



Telstra

• Australia
• Telecommunications
• 700 & Above Employee

• Complaints Manager

  • Apr 2017 - Jul 2017

  -Doing outbound calls to the subscribers and offer resolution for their complaint thru interim services. -Booking a technician appointment. -Processing of escalation request and doing back office work. -Doing outbound calls to the subscribers and offer resolution for their complaint thru interim services. -Booking a technician appointment. -Processing of escalation request and doing back office work.