Eda works as a Mortgage Broking Assistant at Quantum Finance Australia. She has a keen interest in the field of finance & business and studied Management Accounting and decided to proceed with Accountancy. This also involved studying finance-related units including Financial Management & Special Topics in Finance.
Eda has a keen eye for understanding all types of business models and has an organised approach to handling documents and files. Given her background, Eda can understand and adapt to a clients financial position. She studies each individual’s resources, debts and economic position always. She also has a Certificate IV in Finance and Mortgage Broking after a lot of hard work and dedication and now has a solid foundation about how the mortgage broking industry works in Australia.
As a Mortgage Broking Assistant of Quantum Finance Australia, she is responsible for the Fact Find Data Entry in Podium, keeping a file of the client’s details from their personal information, assets, liabilities, expenses and existing loans and making sure that the information provided are relevant, accurate and up to date by analysing and cross-checking it with the supporting documents. Once documentation is correct Eda will also assist with the application process.
She enjoys working as a Mortgage Broking Assistant in Quantum Finance and hopes to work with the team for many years to come learning and growing throughout that time.
Timeline of Full Work History
- Accounts Payable Clerk
(March - April 2019)
Had summer work in a sugar plantation which is Hideco Sugar Milling Company as an Accounts Payable Clerk. I am responsible for receiving, processing and verifying invoices, tracking purchase orders and also for releasing checks for payments. I also make sure to record and to post the accounting transaction.
- Mortgage Broking Assistant
(June 15 - Current)
My day to day scope of work is doing the data entry of the applicant’s information in Podium then getting it across to apply online.
- List of Qualifications
- July 16, 2021: Completed Certificate IV in Finance and Mortgage Broking International Institute of Technology
- June 26, 2021: Graduated Bachelor of Science in Accountancy Cebu Institute of Technology - University
- April 12, 2018: Graduated Bachelor of Science in Management Accounting University of San Carlos