I help brokers, lenders, and operations-heavy businesses stay organized through loan processing support, reporting systems, workflow coordination, and data management.
My background includes:
• BS in Accounting Technology
• 2 years as a Bank Loan Processor / Collection Coordinator
• 2 years as a Loans Officer / Bookkeeper Assistant in a lending company
• Experience supporting loan and broker operations (submissions, credit analysis, and KPI reporting)
• QuickBooks Certified
• Xero Associate Certified
Services I provide:
Loans Operations Support
* Data organization
* Document collection and coordination
* Document review and analysis
* CRM updates
* Pipeline tracking and status monitoring
* Underwriting and submission support
* Follow-ups and
* Reporting and spreadsheet management
* Workflow organization
Reporting & Data Operations
* KPI reporting
* Dashboard creation and monitoring
* Spreadsheet systems
* Performance tracking
* Operational reporting
* SOP creation
* Data cleanup
* Business analytics support
* Workflow automation (ongoing training)
I’m highly detail-oriented, proactive, and comfortable handling documentation, systems, tracking, and finance-related workflows.
Experience: 2 - 5 years
EXCEL/GSHEETS: Pivot tables, formulas, dashboards
Experience: Less than 6 months
Financial Reporting & Analysis – Daily/weekly/monthly reports, KPI dashboards, ROI tracking
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Daily/weekly/monthly reports, KPI dashboards, ROI tracking
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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