Mortgage Virtual Assistant transitioning into the mortgage industry with a strong foundation in real estate administration, transaction coordination, CRM management, and client support for 4+ years.
Experienced in managing documentation, maintaining organized records, coordinating stakeholder communication, and supporting high-volume administrative operations. Currently expanding expertise in mortgage operations, loan processing support, borrower communication, client intake, condition tracking, and mortgage file management.
Familiar with mortgage platforms including
•Filogix Expert
•Finmo
•Lendesk
•Broki
•Velocity
CRM systems
•Salesforce
•Zoho CRM
•HubSpot
•Jungo
•Follow Up Boss
Core Competencies:
• Loan Processing Support
• Mortgage File Management
• Document Collection & Organization
• Borrower Communication
• Client Intake & Onboarding
• Condition Tracking
• CRM Management
• Pipeline Management
• Transaction Coordination
• Administrative Support
Passionate about helping mortgage brokers maintain organized workflows, improve operational efficiency, and deliver a seamless borrower experience.
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