Justine Lloyd Umali

Justine Lloyd Umali Mortgage Broker Assistant | Loan Processor (End-to-End Support) -Taguig City, Philippines - LinkedIn Profile Summary Has over six years of work experience in the financial services sector, including experience with a U.S.-based personal loan companies and an Australian mortgage firm. Capable in lead generation, loan processing, documentation, compliance, and client communication, while remaining organized, detail-oriented, and providing reliable support throughout all stages of the loan process. Professional Experiences Loan Administration Assistant - Mortgage Choice June 2024 – Present End-to-end process - lodgment to settlement, aftercare and client review. Document Management - collect, store, classify, organize, redacting for legal purposes(Google Workspace, FileInvite). Loan Application (CRM) - Launchpad, Broker Platform Mortgage Application Platform - ApplyOnline(AOL), Athena, Simpology, LoanApp, direct or manual form from the lender. Valuation - order and track valuations, property report, and communicate with valuation firms/valuer. (Corelogic, RPdata, Valex, Commval, Valocity etc.) Pricing requests - new applications, post-settlement/existing loans, and rate review. Servicing and draft loan comparison - Quickli Cross checking approval and settlement document to ensure the details match the lender requirements. Liaise with financial institutions, BDMs, and clients. Lender portals - utilization of lender’s broker portal. CRMs - MyCRM, HubSpot, Launchpad, Broker Platform’s File Manager, Lotus Notes, Ensure settlement on time and meets deadlines. Filling forms, loan pack/docs, phone calls, reminders, follow ups, and other ad hoc tasks. • • • • • • Loan Administrator - Smartline Personal Mortgage Advisers May 2021 – June 2024 Document Management Data Entry - CRMs, ApplyOnline Valuation Pricing Liaise with financial institutions, banks, and clients Lender portals Filling forms Loan Originator - ARB Call Facilities October 2019 – May 2021 Outbound Calls Customer Service Lead Generation Loan Processing Verification - Personal, Bank and Employment information Document Management Education Background Bachelor of Science in Environmental Science Nueva Ecija University of Science and Technology Graduated 2019 •