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Matthew Kwan

Matthew Kwan

Mortgage Industry Opportunity

Accounting / Finance

Downtown Seattle, City of Seattle, King

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About Matthew Kwan:

I am currently seeking for a contract job opportunity in the finance/mortgage industry in Singapore

Experience

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Employment History

Loan Operational Manager and Processor: Avenue One Capital Inc, Bellevue, Washington

Loan Operational Manager Analyst (February 2022 — Present)

  • Manage and process over $80 Million in loans related in real estate transactions.
  • Assist first time home buyers with real property purchases.
  • Strategize with real estate developers to help diversify and grow their investment portfolio. 
  • Evaluate client’s financial portfolio and collaborate with loan officers to secure loans for clients to finance real estate purchases

Loan Processor (September 2021 —Present)

  • Worked with client-borrowers to prepare financial documents and loan files for underwriter review. 
  • Ordered and tracked appraisals, title, escrow, homeowner insurance decks, validation, verification of employment, mortgages, Tax transcripts, fraud reports, and more.
  • Specialty in processing conventional, governmental backed, and non-conforming loans.
  • Set up loans to go to processing in operations by:

-Navigate Jungo software as primary CRM.
-Sorted and audited wet signed disclosures within Docusign and Floify portal for completeness and signature requirements, and uploads.
-Identified marks for the processor’s attention deficiencies/discrepancies in the file documentation.
-Performed quality checks and audits for accuracy on all files and items ordered.

 

Stratus Building Solutions, Seattle, Washington

Sales Specialist (July 2020 — September 2021)

  • Recruited and attracted average 10 new clients in per month
  • Helping company to grow average $30,000 worth of recurring service sales.
  • Prepared business pitch decks and presented to potential clients
  • Created and monitored the Company’s marketing efforts and platforms 

See, Engage, Act (“S.E.A”), Seattle, Washington

Co-Founder and Chief Financial Officer (September 2019 — April 2020)

  • Managed daily communication and scheduled meetings with suppliers to ensure that all production quotas were reached. Negotiated prices with supplier to ensure optimal profit. 
  • Managed inventory and logistics of the company.
  •  Prepared monthly financial statements for the company.
  • Prepared and presented business pitch for seed funding, raising $700.
  • Made $1500 in profit within three months.

Education

Bachelor of Arts in Business and Communication, Minor in Business Entrepreneurship and Education: University of Washington, Seattle, Washington

September 2016 –  June 2020 

  • GPA: 3.30 
  • Honours: Deans’ List (Spring ‘18, Winter ‘19, and Spring ‘19)

Cornell University Certificate Program in Financial Management

July 2020 – November 2020 

  • Understand the fundamentals of financial modelling and stocks and concepts 
  • Assessed and analysed companies’ financial statements 

Evaluated companies’ portfolios and assisted private companies with Initial Public Offerings through case studies

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