I am a detail-oriented Mortgage Virtual Assistant with a background in banking, customer service, real estate coordination, and administrative support. With over 10 years of combined experience, I have developed strong skills in loan processing support, document management, CRM management, data entry, client communication, compliance support, and records management.
My banking experience provided a solid foundation in document verification, KYC compliance, handling confidential information, and maintaining accurate customer records. I also completed Mortgage VA training, giving me knowledge of the mortgage lifecycle, borrower intake, document collection, loan file management, conditions tracking, and mortgage workflows.
Through my hands-on bookkeeping internship, I gained practical experience using QuickBooks Online and Xero, strengthening my skills in financial records, bank reconciliations, and administrative support.
Core Mortgage Support
• Loan Processing Assistance
• Mortgage Operations Support
• Borrower Intake & Lead Qualification
• CRM Management & Pipeline Updates
• Document Collection & Loan File Management
• Conditions Follow-Up & Workflow Coordination
• Administrative Support & Data Entry
• Customer Service & Client Communication
I am organized, dependable, and committed to helping mortgage brokers, lenders, and loan officers keep their pipelines moving through accurate documentation, timely follow-ups, and reliable administrative support.
Experience: 6 months - 1 year
Provides basic bookkeeping support, including bank reconciliations, financial record maintenance, and administrative accounting tasks using QuickBooks Online
Experience: 6 months - 1 year
Provides basic bookkeeping support, including bank reconciliations, financial record maintenance, and administrative accounting tasks using Xero software.
Experience: 5 - 10 years
Provides reliable administrative assistance, including scheduling, email management, document preparation, and general office support.
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