Jackeline

Mortgage Virtual Assistant | Mortgage Admin | Loan Processing & Document Managem

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Overview

Looking for full-time work (6 hours/day)

at $9.91/hour ($1,440.00/month)

Bachelors degree

Last Active

July 3rd, 2026 (20 days ago)

Member Since

February 3rd, 2022

Profile Description

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.

Top Skills

Other Skills

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.

Provides reliable administrative assistance, including scheduling, email management, document preparation, and general office support.

Basic Information

Age
35
Gender
Female
Website
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Address
General Trias, Cavite
Tests Taken
None
Government ID
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