Carl Kevin Trabado

Carl Kevin Trabado Broker Support Professional Experience July 2020 - June 2023 Godwin Finance Loan Processor Contact Preparing loan applications for the broker to complete assessment (gathering data, collating documents, data entry to the CRM/database and preparing ApplyOnline). Complete different lender specific processes such as pricing requests, ordering valuation, completing discharge authority, etc. Handles all processes from loan submission upto post-settlement ensuring a smooth loan application process for the clients. Making sure the each loan application are compliant as per aggregator standards. Communicate with clients, solicitors, real-estate agents, builder, lenders, etc via email or phone to request further documents/information or to simply notify about the progress. Reviewing loan documents to make sure all details match the application when submitted or any changes and amendment reflects on the loan contract. I was the broker's first hired VA (currently 4) from the PH, and I can proudly say that I helped organized the process, workflows and growth of the company. ---29 Rodriguez Ave. Bacolod City Negros Occidental, Philippines Education November 2019 - May 2020 Pathcutters Affordable Staff Virtual Assistant - Data Processing - /- Collecting documents from the clients, solicitor, real estate agents, lenders, etc. Liaising with all parties involved via email or call to get the loan application moving. Perform general admin tasks and other adhoc tasks as required by brokers and customer servicer manager. Manage email inbox, assigning emails to people in-charge and monitoring if it has been actioned by end of day. Maintain the records in our database/CRM to make sure all the details are updated and correct. Worked with 5 different brokers. Associate Computer Engineering University of St. La Salle- BS Computer Engineering University of St. La Salle Expertise Australian Mortgage Google Suite Apps Customer Service Email Management Mercury Nexus, MyCRM Excel, SQL, Phyton March 2018 - September 2019 Joinpiggy Inc. Team Leader | Support Analyst After 9 months in the company, I was promoted as a team leader. Created new workflows on for the team and create new training program for new hires. Generate daily, weekly and monthly reports of all coupons/deals uploaded to the database. Communicate with managers and liaise with other departments on what needs changes, improvements or updated on the process to improve work output efficiency. Find & collate coupon codes on different affiliate marketing platforms to be imported in our system. Handles & distribute daily tasks for each team members and quarterly evaluation. Managed a team of 13 people in 3 different shifts. Certification Professional Certified Civil Service Passer - CSE-PPT Civil Service Commission (Philippines) Introduction to Finance & Mortgage Broking Administration May 2016 - October 2017 Business Process Resource Phils. Data Entry Specialist Pioneered a new project which was the company's highest revenue project for over 4 months. Enter the product details (price, SKU, description, etc.) to our system. Doing quality checks of all products in our database. Quality checking weekly live flyers of stakeholders, such as Macy's, Target, Walmart, etc. AAMC Training Group Language Reference English Christopher Godwin Justin Nillos Flipino Mortgage Broker, Godwin Finance Team Leader, Pathcutters Affordable Staff Phone: - Phone: - Email : - Hiligaynon Email : -