CSA/ MORTGAGE CONSULTANT
ANGELA BALILA
GET IN CONTACT
Mobile:-
Email:-Address: Village B 10-B U.P. Campus Quezon City 1101
WORK EXPERIENCE
CONCENTRIX (SEPTEMBER 2017 - SEPTEMBER 2021)
Position:
CUSTOMER SERVICE ASSOCIATE/
MORTGAGE CONSULTANT FOR AN AU BANK
As part of the Pre-Settlement - Settlement Team
PERSONAL PROFILE
Responsibilities
Adaptable to new concepts and
•Taking inbound calls
responsibilities. Proficient in handling
•Communicating and assisting with bankers, brokers,
solicitor/conveyancers and customers.
diverse tasks simultaneously.
• Checking mortgage loan status and identifying the
4 years of experience in Mortgage Loan
outstanding requirements/documents for the loan application
processing from post settlement to existing
to proceed to settlement and funding.
loan,
•Booking an appointment for settlement with
appointment setting, email handling and
Solicitor/Conveyancers for a purchase and discharge of
various administrative tasks for an Australian
mortgage.
Bank in a BPO setting.
•Sending email or calling out for escalation to onshore team
SKILLS
Oriented in Microsoft Word, Microsoft Excel,
Microsoft Powerpoint, Microsoft Teams and
Outlook.
Highly organized and efficient, ability to work
independently or as part of a team, customer
service excellence
and complaint resolution.
Tools navigation and use of CRM, GOE,
DCMS (Imaging System) and SettleNet.
CHARACTER REFERENCE
Breezy Gae Sin
Broker Assistant-
Carlo Rendon
People Solutions Business Partner
Concentrix Sparks Cubao-
Angeline Maddagan Ignacio
Team Leader at Concentrix-
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 lender to check the discharge of
mortgage loan 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
TELEPERFORMANCE (APRIL- JULY 2017)
Position:
TSR/ COMPLAINTS MANAGER FOR AN AU ISP
EDUCATI ON HI STORY
Responsibilities:
• Complaint resolution
• Polytechnic University of the Philippines
Dipl o m a i n Office Management - 2 n d y e ar level • Processing of credit to the customer's account equivalent to
the number of days they haven't availed the service
• Un i v e r s ity of Eastern Philippines
Bach e l o r of Arts in Language and Litera t u r e
• Scheduling a technician visit
Teac h i n g - 2nd year level
•Sending email or calling out for escalation to onshore team
