Jacki Balmforth
Lindisfarne,Tas
Summary
Accomplished Personal Assistant at Bennetto Finance Pty Ltd, adept in loan processing and office administration. Excelled in maintaining client databases, ensuring regulatory compliance, and supporting Mortgage Brokers, significantly enhancing loan application efficiency. Demonstrated exceptional organizational skills and a thorough understanding of residential mortgage lending regulations, contributing to streamlined operations and improved client satisfaction.
Overview
14
14
years of professional experience
Work History
Personal Assistant
Bennetto Finance Pty Ltd
Hobart, Tas
04.2011 - Current
- Maintained client databases, updated records and tracked progress of applications.
- Resolved any issues or discrepancies related to loan processing.
- Processed loan applications according to established procedures and guidelines.
- Verified employment history, income levels and other pertinent data from applicants' documents.
- Provided administrative support to the Mortgage Broker by completing paperwork and filing documents.
- Assisted Mortgage Brokers in setting up appointments with potential clients.
- Corresponded regularly with lenders regarding loan status updates.
- Submitted applications to credit analysts.
- Maintained up-to-date knowledge of various loan products and compliance regulations.
- Monitored loan progress, ensuring timely processing and closing.
- Ensured compliance with federal and state lending regulations.
- Scanned and uploaded loan and related documents into system.
Education
Diploma of Finance And Mortgage Broking Management
The National Finance Institute
Queensland08-2015
Certificate IV in Finance And Mortgage Broking
The National Finance Institute
Queensland09-2014
Skills
- Loan processing
- Application verification
- Office administration
- Loan management
- Pre-approval process
- Residential mortgage lending regulations
- Loan application management
- Application tracking
- Document review
- Regulatory compliance
Timeline
Personal Assistant
Bennetto Finance Pty Ltd
04.2011 - Current
Diploma of Finance And Mortgage Broking Management
The National Finance Institute
Certificate IV in Finance And Mortgage Broking
The National Finance Institute
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