Real Estate & Finance Back Office Specialist
5+ years driving efficiency and compliance across the Real Estate Mortgage and Merchant Cash Advance industries. I specialize in the full loan lifecycle, from rigorous underwriting and processing to flawless loan servicing and crucial regulatory compliance, including NMLS licensing.
My expertise is in managing complexity and ensuring clean operations:
Loan Underwriting: Processed hundreds of mortgage applications and accurately qualified/declined MCA merchants by performing in-depth analysis and bank verifications.
Servicing & Collections: Maintained active portfolios by managing payment collections, loan extensions, payoffs, and draw disbursements, ensuring continuous revenue flow.
Licensing & Compliance: Successfully managed the full NMLS lifecycle—securing, renewing, and maintaining state-level lender and broker licenses for multiple entities.
Process Improvement: Trained new hires on mortgage industry fundamentals, establishing a higher baseline of operational knowledge across the team.
Tech Stack: Proficient with industry-leading tools like SalesForce, Zoho, and Liquid Logics, alongside CRMs like Floify, BLN, and Mortgage Automator.
