Loan Officer - Collections - Customer Service (Current Employee) – milton, on – 26 October 2014
Act in the borrower’s best interest and needs. Send applications to lenders that really suit with their lending criteria. Protect lenders against fraud. Explain to the borrower the different types of loans that are available, as well as the terms. Explain the legal aspects of the loan to the borrower. Educate the customer in case of default consequences. Ensure all required documents are included in the application package. Review loan agreements to ensure that they are complete and accurate according to policy. Evaluate pay stubs, credit history, tax information and bank statements for financial status. Property evaluations to determine feasibility of granting loans. Follow through with lender and borrower during approval process.
I thoroughly enjoyed this position as it gave me an opportunity to work with the worst possible credit scenarios and working cooperatively with my clients gaining them the mortgage that best suited their situation.
The position was very rewarding and I am happy to say I provided hundreds of clients with a mortgage who did not believe they would ever know the excitement of home ownership.
Management was extremely helpful and supportive within this company, and all other representatives were always there to give a helpful hand.
Broker (Former Employee) – Kelowna, BC – 24 March 2014
Full learning of banking products, specifications, capabilities and unique and creative applications Developing collaborative industry partners to generate leads, referrals and sales Qualifying and processing customer and Company information into a client proposal
Assistant/Secretary (Current Employee) – 9078 Leslie – 6 August 2013
As a typical Assistant/ Secretary, I do paperworks and underwrite every given documents of client for different deals. I contact clients, lenders and lawyers on a day to day basis. Will submit clients documents on a system called Filogix and to lenders as well. My co-workers are very nice and very easy to approach. But only this is that my "boss" is not giving me a fixed hours to work.