Detail-oriented Mortgage Support Specialist with expertise in document review, compliance assessment, and loan documentation. Proven ability to ensure data accuracy and meet quality standards in high-pressure environments.
Overview
15
15
years of professional experience
Work History
Mortgage Support Specialist
CIBC
Mississauga, Ontario
03.2024 - Current
Reviewed deals and closing documents to confirm compliance with standards and guidelines, facilitating timely mortgage funding
Collaborated with internal and external partners to identify and resolve inaccuracies, ensuring all items were completed before funding.
Evaluated mortgage applications for compliance with internal policies and regulations.
Mortgage Processing Officer
CIBC
Mississauga, Ontario
11.2019 - 02.2024
Processed pre-advance and servicing related mortgage transactions, such as providing instructions to solicitors, mortgage liquidation, adjustments to insurance premiums, changes to client information and mortgage payments as required
Collected measurement information for job function following procedures and guidelines to complete internal tracking document
Premium Analyst
Manulife Business Processing Services
Quezon City, Philippines
01.2013 - 07.2018
Provided excellent support in analyzing, identifying and validating premium payments received from clients in preparation for premium allocations in various administration
Successfully managed gathering of data, calculated, prepared and completed accounting which included journal entries
Improved work coordination with the clients, underwriters, and other staffs to understand the client requirements or to resolve any billing/payment related issues including outstanding payment, billing issues.
Internal Quality Analyst
Manulife Business Processing Services
Quezon City, Philippines
01.2011 - 12.2012
Assisted in checking and analyzing transactions to ensure accuracy, consistency and client satisfaction, as well as ensure that quality standards are met
Education
Associate's Degree - Bookkeeping
Centennial College
Toronto, ON
04-2019
Bachelor of Science - Business Administration And Management
Saint Louis University
Baguio City, Philippines
04-2008
Skills
Document review
Mortgage processing
Compliance assessment
Data accuracy
Loan documentation
Customer relationship management
Timeline
Mortgage Support Specialist
CIBC
03.2024 - Current
Mortgage Processing Officer
CIBC
11.2019 - 02.2024
Premium Analyst
Manulife Business Processing Services
01.2013 - 07.2018
Internal Quality Analyst
Manulife Business Processing Services
01.2011 - 12.2012
Associate's Degree - Bookkeeping
Centennial College
Bachelor of Science - Business Administration And Management