Yun Li

• Advised clients on mortgage options and tailored solutions to meet needs.
• Reviewed financial documents for accuracy and compliance with regulations.
• Analyzed credit reports to assess eligibility for mortgage products.
• Educated clients on mortgage processes and terms to ensure understanding.
• Coordinated with lenders, appraisers, and other stakeholders throughout transactions.
• Managed client relationships to build trust and foster repeat business.
• Assisted in preparing loan applications for submission to underwriting teams.
• Researched market trends to provide informed recommendations to clients.
• Assisted customers in preparing loan applications, gathering necessary documents and ensuring accuracy of information provided.
• Reviewed credit reports and appraisals to assess risk factors associated with each potential borrower.
• Negotiated terms of mortgage loans with lending institutions, including interest rates and repayment schedules.
• Educated customers about the risks associated with different types of mortgages so that they can make informed decisions.
• Performed due diligence reviews on potential borrowers by verifying employment status, income sources, asset values and credit history.
• Conducted comprehensive financial analysis on prospective borrowers to determine eligibility for mortgage products.
• Worked closely with underwriters throughout the loan process to ensure timely approval of applications.
• Provided detailed consultation services to clients regarding the various types of mortgages available to them.
• Attended networking events regularly to promote company's services among potential customers.
• Identified areas where additional training may be required for staff members or other stakeholders involved in the mortgage process.
• Researched new banking regulations that could affect the mortgage industry and kept abreast of changes in relevant laws or policies.
• Located and suggested loan packages that met client needs and priorities.
• Collaborated with company teams to expedite loan approval processes.
• Set up debt payment plans based on client credit, income and assets.

• Managed client relationships to ensure satisfaction and loyalty.
• Facilitated communication between clients and internal teams effectively.
• Developed account strategies to meet client needs and expectations.

Office Admin Skills

• Excellent interpersonal, writing and reporting skills
• Strong records maintenance skills

Computer Skills

• Proficient in MS office applications: Word, Excel, PowerPoint, and Outlook.