San Juan, Calabarzon, Philippines
Mortgage operations professional with nearly 10 years of experience supporting the same U.S. mortgage lending client across two outsourcing partners, specializing in Loan Estimate (LE) Disclosure Review, Initial Disclosure Review, and Appraisal Underwriting Support. Experienced in Loan Estimate (LE) review, TRID compliance, fee validation, disclosure accuracy, and appraisal underwriting support. Skilled in reviewing appraisal reports, identifying conditions, and ensuring mortgage files meet quality and compliance standards. Previously led a Retail LE Disclosure team, managing operations, quality, and team performance. Skilled in collaborating with cross-functional teams to resolve issues, improve processes, and maintain compliance with mortgage guidelines and timelines. Areas of expertise include: • Loan Estimate (LE) Disclosure Review • Initial Disclosure Package Review • TRID Compliance • Fee Validation and Disclosure Accuracy • Mortgage Documentation Review • Appraisal Review and Underwriting Support • Appraisal Compliance Review • Mortgage Compliance • Quality Assurance • Team Leadership Technical Skills: Encompass Loan Data • BytePro • Mortgage Cadence • AWS Workspace • Microsoft Office Suite (Excel, Word, Outlook) • Microsoft Teams Open to connecting with professionals in the U.S. mortgage industry and exploring opportunities in mortgage disclosures, underwriting support, quality control, and compliance.
Continuation of the same U.S. mortgage client following the transition from Incenter Solutions, LLC.
Retail Loan Estimate Disclosure Supervisor
UPLB - PCAF Research Project Entitled: "Baseline Study on the Seasonality of Prices of Livestock and Poultry Products" Summary of Actual Duties o Responsible to gather primary and secondary data including the conduct of Focus Group Discussion (FGDs) and Key Informant Interviews (KIIs) for the project. Encode and process data gathered and assist in preparing draft reports. o Responsible in performing administrative and technical tasks e.g., preparation of minutes of meetings, preparation of the papers needed for the purchasing of materials, as well as the rental of vehicles and papers for processing the payroll of the team. o Responds to queries and performs other related functions as may be required/ assigned.