I support remote teams with backend operations (financial advisors, brokers) — keeping cases moving from application to approval through accurate documentation, follow-ups, and CRM tracking.
My strengths are regulated workflows, underwriting coordination, requirement chasing, and building simple Google Sheets trackers that give visibility without micromanagement.
I work independently, flag issues early, and follow cases through to completion so advisers and brokers can focus on clients, closing, and relationship-building.
I specialize in regulated workflows, compliance documentation review, structured CRM administration (Salesforce), and coordinating complex case progress. I build simple trackers that improve visibility and prevent bottlenecks without micromanagement.
