Daisy Ma
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
9
9
years of professional experience
Work History
Senior Loan Officer
Fareast Funding Inc
01.2017 - Current
- Submitted loan applications to underwriter for verification and recommendations.
- Developed and maintained relationships with local real estate agents.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Monitored performance of existing loan portfolios to identify and address any issues.
- Utilized risk management strategies to attain high loan approval rates.
Loan Processor
Fareast Capital Realty Inc.
07.2014 - 01.2017
- 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.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Utilized loan origination software to process and track loan applications.
Education
Bachelor of Science - Finance
University of Delaware
Newark, DESkills
- Application Preparation
- Mortgage Loan Origination
- Financial Advisement
- Financial Analysis Aptitude
- Organizational Strengths
- MS Office Expertise
- Financial Transactions Expertise
- Commercial Real Estate
- Excellent Time Management
- Risk Management Assessments
Languages
Mandarin
Native or Bilingual
Catonese
Native or Bilingual
English
Full Professional
Timeline
Senior Loan Officer
Fareast Funding Inc
01.2017 - Current
Loan Processor
Fareast Capital Realty Inc.
07.2014 - 01.2017
Bachelor of Science - Finance
University of Delaware