Vivian Ka Tik Lau
Richmond,BC
Summary
Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings.
Overview
18
18
years of professional experience
Work History
Mortgage Brokers Assistant
TMG The Mortgage Group
05.2018 - Current
- Obtaining and reviewing the client's information and documents before to submit the credit applications
- Assist to maintain responsive relationship with clients
- Work with real estate agents, appraisers, and underwriters to get all the information needed to close the mortgage loans
- Managed mortgage closing documents and ensured compliance to all closing documents
- Monitored all queries regarding closing and answered it appropriately.
Premier Officer
HSBC Bank Canada
05.2011 - 05.2018
- Supporting Senior Premier Relationship Managers in all areas of administration
- Maintained knowledge of all mortgages related processes and regulations
- Administered efficient working of all mortgage process and explained all bank policies and procedures
- Communicate with internal departments daily to ensure the transaction are completed accurately and on time
- Proactively reviewed the existing client’s portfolio to ensure the solution are suitable and their financial needs.
Senior Operation Assistant
HSBC Bank Canada
05.2005 - 04.2011
- Process and complete branch’s mortgage and loans application accurately, confidentially in a timely manner
- Communicate with lending departments daily to ensure applications are completed accurately and on time
- Contact lawyers to confirm clients’ information and to follow up on status of legal documents
- Monitor, manage and resolve any exceptions by reviewing daily and weekly report.
Education
Certificate Investment Funds of Canada (IFC) -
Canadian Securities Institute
Program Diploma -
Blanche McDonald Merchandising
Vancouver, BCBC Secondary Graduation Diploma
Vancouver, BC06.2000
Skills
- Loan Origination Understanding
- Funding Knowledge
- Microsoft Office
- Application Tracking
- Credit Check Knowledge
- Appraisal Verification
- Reviewing Documentation
Languages
English
Chinese (Cantonese)
Chinese (Mandarin)
Timeline
Mortgage Brokers Assistant
TMG The Mortgage Group
05.2018 - Current
Premier Officer
HSBC Bank Canada
05.2011 - 05.2018
Senior Operation Assistant
HSBC Bank Canada
05.2005 - 04.2011
Certificate Investment Funds of Canada (IFC) -
Canadian Securities Institute
Program Diploma -
Blanche McDonald Merchandising
BC Secondary Graduation Diploma
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