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Adrian D. — Mid-Level Mortgage Processor from Philippines

Adrian D.

Mid-Level Mortgage Processor

Philippines 2-3 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Adrian D. is a highly skilled Mortgage Processor with over three years of experience in the financial services industry, specializing in loan documentation and compliance. His expertise lies in coordinating with underwriters and loan officers to ensure timely and smooth loan closures. Adrian has demonstrated a proven ability to manage complex data, significantly improve processing timelines, and deliver exceptional client service with accuracy and efficiency. He has been instrumental in reducing errors through innovative document-tracking methods while maintaining proactive communication to boost client satisfaction. At Microsourcing.ph, Adrian served as both a Mortgage Processor and Loan Officer Assistant, where he was integral in handling mortgage applications and maintaining organized loan files. His technical acumen extends to using systems like Encompass and CRM management tools including Coral CRM and Mercury Nexus. With a strong background in customer service, Adrian also brings extensive experience in client communication gained from roles across various organizations. His educational foundation in Commercial Arts complements his technical and compliance skills. Adrian is also certified in Social Media Management and Executive Virtual Assistance, further enhancing his versatile profile.

Experience

  • Mortgage Processor

    Microsourcing.ph · 2025 — 2026
    Verified financial and loan documents for adherence to lender policies while collaborating with underwriters and loan officers to enhance submission processes and resolve discrepancies. Maintained proactive communication with clients during onboarding to elevate satisfaction and introduced a document-tracking checklist to minimize errors.
  • Loan Officer Assistant

    Microsourcing.ph · 2021 — 2025
    Supported loan officers in overseeing mortgage applications throughout their lifecycle. Collected and reviewed client financial documents for correctness and compliance, lodged applications, and monitored loan progress using systems like Encompass and Loan Maven. Facilitated communication among clients, brokers, and underwriters to address issues and maintain efficient workflows, while preparing and reviewing closing documents and managing post-closing operations.
  • Customer Service & Technical Support Roles

    Teleperformance, Teledirect, KallFly, HarteHanks, E-PLDT Ventus · 2006 — 2019
    Delivered Tier 1 technical support for various clients, including Barclays Online Banking and Telstra/BigPond. Managed guest communications for Airbnb to ensure professional response times and oversaw lead generation and email support for an Australian solar firm. Provided technical assistance for Xbox, Dish Network, and Circuit City accounts, consistently achieving high customer satisfaction.
  • Loan Processor & Client Support

    Galilee Business Support · 2013 — 2014
    Assisted mortgage managers by updating CRM systems to boost workflow efficiency. Ensured timely follow-ups in loan processing to reduce delays and errors and supported variation and discharge processes to maintain compliance. Enhanced communication between clients and internal teams to streamline operational efficiency.

Skills & Expertise

Education

  • Diploma in Commercial Arts (Graphic Design)
    Gateway Institute of Science and Technology · 2003 — Present