Carl Kevin Trabado

Every job applicant will tell you what you want to hear, and I’m just here to be real. I started as a virtual assistant in Nov 2019 and have worked in the Australian Mortgage industry since then. However, working with foreign clients is not new to me as my previous employment has been US & Canada based. I was a team leader for an affiliate marketing company in the importing department. 

I love data. On my very first job, I dealt with a lot of data, and I didn’t like it at first, to be honest. I am currently working my way to becoming a data analyst, and maybe still work in the finance industry. However, in the meantime, what I would like to highlight is my experience in Australian Mortgage.

What I do:

• Data entry in the CRM (client records, assets, liabilities, etc.)

• Email management (Front, Gmail, Outlook)

• Liaise with the customer, lender, solicitors, real estate agents, etc., for a smooth loan process 

• Process discharge requests for the outgoing lender

• Order pricing requests to get better rates for the customer

• Order valuation request as per lender instructions

• Complete ApplyOnline before submission (upon broker review)

• Requests outstanding documents from the customer or other related parties

• Ensure the application progress from submission until settlement 

• Review loan documents to make sure all details are correct

• Post-settlement checks (requests disbursement letter, repayment details, etc.)

Software I use:

• Email (Front, Gmail, Outlook)

• Communication (Slack, Skype, WhatsApp, HipChat)

• Mortgage CRM (Mercury, MyCRM)

• Project Management (Trello, Asana, JIRA)

• Admin (Sheets, Excel, Word, Docs, Gdrive, etc.)

• Softphone (Bria)

Strengths & Skills:

• Keen to details

• Organized

• Customer-oriented

• Resourceful & Innovative

• Good written & oral communication

• Tech-savvy

• Fast learner and easily trained