Shiying (Iris) Zheng

Responsibilities:

• Assisted mortgage brokers in preparing loan applications, financial assessments, and documentation submission.
• Liaised with clients, lenders, and other stakeholders to ensure smooth loan processing and timely approvals.
• Conducted preliminary research on loan products and financial solutions tailored to client needs.
• Managed client records and ensured compliance with regulatory requirements.
• Maintained strong relationships with clients by addressing inquiries and providing exceptional service.

Achievements:

• Contributed to the company achieving 900+ Google reviews, strengthening brand reputation and client trust.
• Supported brokers in successfully settling $55 million in loans per year, ensuring high efficiency and client satisfaction.
• Played a key role in training new employees, improving team efficiency and knowledge sharing.

Responsibilities:

• Managed loan applications including mortgage and car loans from inquiries through to settlement.
• Created and grew rewarding relationships with referral partners.
• Promoted cross-selling to increase customer satisfaction and meet Bank's goals.
• Carefully reviewed all loan agreements to ensure their compliance with the Bank's policies and regulatory requirements, and KYC measures are followed.
• Worked to provide optimal customer service on a daily basis.

Achievements:

• Managed and grew a loan portfolio by regularly exceeding sales targets
• Developed and maintained with 20+ real estate agents, brokers and builders to bring in more business
• Awarded Employee of the Year in 2018