JAYMEE WILLIAMS
Black Hill,NSW
Summary
Talent Mortgage Broker with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
12
12
years of professional experience
Work History
Mortgage Broker
Small Local Brokers
01.2023 - Current
- Explained entire mortgage loan process to borrower.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
- Assessed clients' financial data to determine loan suitability.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Worked with underwriters to fix application problems and resolve issues.
Loan Processor
Small Local Brokers
01.2021 - 01.2023
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Handled any conditions sent from underwriting departments.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Provided quick turnaround times to maintain fast-past schedule.
Loan Processor
Mortgage Choice
01.2019 - 12.2020
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Handled any conditions sent from underwriting departments.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
Customer Specialist
Auswide Bank - QLD
10.2013 - 01.2019
- Identified customer issues with products or services, investigated causes and initiated resolutions.
- Recorded product or service failure complaints and notified appropriate departments.
- Requested escalation for unresolved issues.
- Assisted in training new employees and participated in cross-training with other departments.
- Responded to customer inquiries via phone, email and web-based platforms.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Administration Officer
Dittman & Associates Finance & Insurance
04.2011 - 10.2014
- Responsible for assistance with new accounts and the servicing of existing accounts for Life, Trauma, Income Protection and Superannuation products
- Key accountabilities include growing the business portfolio and providing service to existing clients
- Ensure all clients and prospective clients are fully prepared for all appointments
- Follow up clients after adviser contact
- The completion of all relevant reports and presentation material used in client and prospective client appointments
- Ensure all client data is accurately recorded in all business systems including personal, financial, lifestyle and service delivery details
- Meet and greet all clients and prospective clients when they are visiting the business, ensure their comfort and all queries are addressed
- Preparation of Quotations
- Preparation of all Statement of Advice & Application forms
Education
FNS40821 Certificate IV in Finance & Mortgages - Finance
AAMC Training Group
Online12.2022
Skills
- Client Account Management
- Credit Check Knowledge
- Application Tracking
- Customer Proposals
- Pre-Approval Process
- Document Analysis
- Loan Approval
- Financial Data Collection
Reference
Tracy McMahon - Mortgage Broker - 0400 218 185
Netball Coach
Recently Coached Under 13s Maitland Rep side at a state level achieving Runners up in NSW
Timeline
Mortgage Broker
Small Local Brokers
01.2023 - Current
Loan Processor
Small Local Brokers
01.2021 - 01.2023
Loan Processor
Mortgage Choice
01.2019 - 12.2020
Customer Specialist
Auswide Bank - QLD
10.2013 - 01.2019
Administration Officer
Dittman & Associates Finance & Insurance
04.2011 - 10.2014
FNS40821 Certificate IV in Finance & Mortgages - Finance
AAMC Training Group
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