At Trinidad and Tobago Mortgage Finance, I assessed applicants’ financial standing, credit histories, and property valuations, and guided clients through each stage of the loan process. I also designed a client tracking system to improve follow-up and support timely application processing.
At Trinidad and Tobago Unit Trust Corporation, I validated customer account data and tested transaction environments during migration to the new UON system. I also supported customers learning the system and marketed the Corporation’s products.
In my current role at Driasi US Based Contact Centre, I respond to customer inquiries, track interactions in Salesforce, and support sales through upselling and cross-selling. My experience also includes mortgage-readiness advice, property sourcing, foreign exchange trading, and corporate business development.
