Lesly Sumagit

Lesly Sumagit Manzon Address: #10 6th Street, Area 3, Veterans Village Brgy. Pasong Tamo Quezon City Philippines 1107 Email:-Mobile: - EMPLOYMENT HISTORY Loanworks Technologies (LWT) 1501 One Corporate Center, Doña J. Vargas, Ortigas Ave. Pasig City Philippines September 13, 2016 to PRESENT ROLE: Loan Admin Officer Level 3 Job Purpose: To undertake all tasks and activities associated with end-to-end loan processing. To ensure tasks are completed with a high degree of data accuracy and within expected timeframes. To engage with and support the business owner in general business processes. Specifically undertakes the following tasks: • • Lodge, complete task and data entry mortgage application information into CRM/Broker and Lender system. Prepare and compile broker compliance documents. Perform client credit checks. • Complete serviceability calculators under different bank and lenders to come up solutions for clients. • Request and review pricing in different lenders. • Order upfront Valuations in different bank online sites. • Communicate and constantly update clients to inform progress of their application, and ask for any outstanding documents or information. • • Track application progress by following-up status with lenders, valuers and solicitors. Keep emails and documents received relating to all interactions with borrowers and thirdparties in CRM. Resolve outstanding conditions applied by lenders, valuers and solicitors. Communicate with business owner on a daily basis to provide updates and initiate assistance for customer solutions. Generate and prepare reports/letters for clients and referrers e.g. letters, property reports, etc. Train new colleague with the work process and demonstrate how task is being completed. • • • • ANZ Banking Group Ltd. (Manila) MDC 100 Bldg. Eastwood E. Rodriguez Jr Ave. Libis Quezon City Philippines April 22, 2013 – June 05, 2015 (2 years & 2 months) ROLE: Collections Officer – Non-Routine Collections, Bankruptcy Team (February 17, 2014 – June 05, 2015) • Analyzing, gathering and processing credit data, financial and account information for customers who are filing bankruptcy and proposing debt agreement with ANZ Bank. • Execute necessary procedures on credit card, savings account and loan accounts once bankruptcy documents are received. (Restraint, block, removal of credit limit, downgrade, notation on account, change of contact information, remove auto-debit set up, etc.) • Process charge-off or closure of account for approved debt proposals and full bankruptcy accounts. • Provide account information, bank documents, statement of accounts to official trustees, debt administrators and other internal parties involved for the bankruptcy filing of an ANZ customer. • Drafting, faxing, emailing bank correspondence and letters. • Update and track work items in sharepoint and work logs. Remove duplicate and previously completed items. Consolidate and track items left for the EOD (end of day) report. • Assist with special projects assigned. Attend to daily meetings and team discussions. ROLE: Junior Collections Officer – Account Maintenance and Payments Processing (April 22, 2013 – February 16 2014) • Account maintenance: address change, contact info update, update credit rates of accounts, set up and removal of auto debit transactions on accounts. • Invoice validations for mortgages. Includes tracking and identifying unpaid paid invoices, validating name of the account holder and the valuator’s name. Consolidating the report every week via spreadsheet. • Process online payments for credit card, loans and overdraft accounts through ANZ web voucher access. • Process pledged payments. Lists of accounts that are collectible, debiting amount from their savings accounts and crediting it to their credit card or loan balances. • Create daily work allocation for the team. And update team’s EOD (end of day) report. Manulife Data Services Inc. Manulife Bldg. UP Ayala Land Techno Hub, Diliman Quezon City Philippines February 16, 2010 – April 15, 2013 (3 years & 2 months) ROLE: Business Process Associate – John Hancock US Life Insurance, Licensing Team • Processing appointment requests, contracts, licensing issuance and updates for John Hancock Life insurance agents all over America. • Update records of insurance agents: addresses, contact information, licenses and certificates completed, contract changes, change of commission payment, change of organization, etc. • Communicate with external agencies, clients and agents to gather or confirm information relevant to the Insurance processing. • Update changes on client’s insurance policy. This includes change of insurance agents, change of mode of payment, deactivation, etc.) • Set up direct debit or EFT accounts for John Hancock licensed agents. • Answer and respond emails received though our main mailbox. Provide quick resolution to issues and rerequests. • Assist with special projects assigned. Attend to meetings and team discussions. Sitel Philippines Corporation Wynsum Bldg. Julia Vargas Ave, Ortigas Pasig City Philippines May 04, 2009 – January 15, 2010 (8 months) ROLE: Customer Service Representative • Assisting customers via phone, answering queries regarding billing concerns, provide all the information requested. • Effectively resolves issues by active listening, understanding the situation, and providing quick resolution. • Processed credit card payments online. Update billing information/status. • Proactively offered other products, and other payment options to help the customers improve their situation. • Engaging to team’s discussions and company activities. EDUCATION & QUALIFICATIONS Bachelor of Science in Business Administration – Marketing New Era University Central Ave. Diliman Quezon City, Philippines March 21, 2009 (Graduated) Internship: FORD Philippines Balintawak Branch, Quezon City Philippines ROLE: Customer Relations Officer, Dealership Customer Relations Department November 2008 – February 2009 (200 hours) PROFILE Birth Date: Gender: Civil Status: Passport #: SSS number: TIN: Pag-IBIG MID No.: PhilHealth number: Languages Spoken: September 10, 1986 Female Married EC- English, Filipino (Dialects: Ilocano, Visayan) CHARACTER REFERENCES Ms. Abegail Sablayan Senior Loan Processor VOSS Inc. Email:-Mobile:- Ms. Agnes Ortega Senior Loan Officer Loanworks Technologies Email:-Mobile: - Mr. Jan Angelo Espino Senior Credit Officer Pepper Money Email:-Mobile: -