Helen Yim

Facilitated client mortgage loan acquisition by collecting financial data and evaluating creditworthiness.

Clarified work processes and objectives meticulously to maintain exactness, educate potential borrowers about different mortgage products, explain terms and conditions, and help them understand their financial eligibility for various loans.

Assisted clients in completing loan applications, collecting necessary documentation, and ensuring accuracy.

Analyze applicants' credit histories and financial statements to determine their eligibility for a mortgage.

Being compliant in all loan applications and processes comply with relevant financial laws and regulations.

Worked closely with underwriters to ensure timely processing and approval of loan applications.

Provided ongoing support to clients throughout the loan application process, addressing questions and resolving issues

Consistent in building and maintain relationships with real estate agents, other lenders, and clients to generate referrals and grow their business.

Facilitated client mortgage loan acquisition by collecting financial data and evaluating creditworthiness.

Clarified work processes and objectives meticulously to maintain exactness, educate potential borrowers about different mortgage products, explain terms and conditions, and help them understand their financial eligibility for various loans.

Assisted clients in completing loan applications, collecting necessary documentation, and ensuring accuracy.

Analyze applicants' credit histories and financial statements to determine their eligibility for a mortgage.

Being compliant in all loan applications and processes comply with relevant financial laws and regulations.

Worked closely with underwriters to ensure timely processing and approval of loan applications.

Provided ongoing support to clients throughout the loan application process, addressing questions and resolving issues

Consistent in building and maintain relationships with real estate agents, other lenders, and clients to generate referrals and grow their business.

• Created reports to track performance of marketing campaigns and suggest improvements.
• Collaborated with cross-functional teams to create cohesive marketing strategies that aligned with company goals and objectives.
• Responded to customer inquiries promptly and professionally to increase customer satisfaction.
• Provided exceptional customer service at promotional events, fostering positive relationships with potential clients and partners.

During this time company paid and trained for MLO licensing