Real Estate VA, GVA, Loan Processor

I have hands-on experience performing Customer Success Manager functions, ensuring clients receive exceptional support, seamless onboarding, and consistent follow-up to achieve their goals. In my roles supporting U.S.-based real estate and mortgage teams, I served as the primary point of contact for clients, building strong relationships and ensuring their satisfaction throughout the transaction or service process. Key responsibilities included: Onboarding new clients by gathering required information, setting expectations, and guiding them through processes Maintaining ongoing communication via email, phone, and CRM platforms to provide updates, resolve concerns, and address inquiries promptly Coordinating with cross-functional teams (agents, lenders, transaction managers, accounting) to ensure smooth workflows and on-time deliverables Tracking client accounts to monitor engagement, ensure deadlines were met, and follow up on outstanding requirements Collecting feedback to improve processes, enhance customer experience, and encourage referrals or repeat business My focus as a CSM has always been to act as a trusted partner—proactively identifying client needs, resolving issues before they escalate, and ensuring every interaction strengthens the relationship.

I have extensive experience in admin data processing, specializing in accurate, efficient, and timely handling of large volumes of business and real estate transaction data. My work has involved processing, organizing, and verifying information across multiple platforms to ensure compliance, accuracy, and accessibility for U.S.-based clients. Key responsibilities included: Data entry and verification of listings, pending sales, final closings, and loan documents Maintaining and updating CRM systems such as LendingWise, Brivity, The Mortgage Office, and Dotloop Compiling and organizing digital files for quick retrieval and audit readiness Reviewing documents for accuracy and completeness before submission Coordinating with multiple teams (agents, lenders, accounting, and vendors) to ensure data alignment across systems Generating reports and spreadsheets for management review and decision-making Tracking timelines and deadlines to meet operational requirements I am highly detail-oriented, proficient in Microsoft Office, Google Workspace, and industry-specific software, and skilled in managing sensitive data with confidentiality and precision.

Virtual Assistant | Real Estate & Loan Processing Specialist 10+ years of experience supporting U.S.-based real estate, mortgage, and investment businesses. Skilled in transaction coordination, loan processing, CRM management, and client communication. Proficient in LendingWise, The Mortgage Office, Brivity, Dotloop, QuickBooks, Google Workspace, and Canva. Highly organized, detail-oriented, and committed to delivering accurate, timely, and reliable virtual support to help clients stay on track and grow their business.

I have extensive experience as a loan processor supporting U.S.-based mortgage brokers and real estate investors, specializing in residential investment loans such as fix & flip, bridge loans, and DSCR rental loans. My role involved managing the loan process from prequalification to closing, ensuring all documentation was accurate, complete, and submitted on time. Key tasks included: Prequalifying borrowers by gathering initial application details and reviewing creditworthiness Requesting, compiling, and verifying borrower documents such as purchase contracts, title reports, appraisals, insurance, and income statements Coordinating with lenders, title companies, and borrowers to address conditions and ensure smooth underwriting Tracking loan files in CRM systems like LendingWise and The Mortgage Office to monitor deadlines and status updates Reviewing settlement statements and disbursements to ensure accuracy before closing Maintaining compliance with lender and investor requirements My attention to detail, strong organizational skills, and ability to communicate effectively with all parties involved allowed me to process multiple loan files simultaneously while meeting strict timelines.

5+ years managing end-to-end real estate transactions for U.S.-based agents and investors. Skilled in contract-to-close coordination, title requests, document review, and compliance tracking. Proficient in LendingWise, Brivity, Dotloop, and Google Workspace. Known for accuracy, organization, and ensuring seamless transactions for clients and teams.