PROFESSIONAL SUMMARY
Organized and reliable Executive Assistant, Mortgage Broker Assistant, and Bookkeeping Support Professional with over 6 years of hands-on experience in corporate banking, loan operations, and financial administration. I excel at managing daily administrative tasks, organizing high volumes of documentation, maintaining accurate client records, and supporting end-to-end loan processing. I am comfortable using CRM and LOS platforms, tracking outstanding loan conditions, coordinating with borrowers to collect required documents, and ensuring files are complete and ready for underwriting. I also have experience supporting bookkeeping functions, including maintaining financial records, bank reconciliation support, payment tracking, and working with QuickBooks Online. A proactive problem-solver, I thrive in fast-paced environments, consistently meet tight deadlines, and help keep operations running smoothly for busy executives and mortgage professionals.
I’m now transitioning into virtual assistance, where I can apply these skills in a remote setting.
Professional Skills: Email Management, Client Communications, Bookkeeping Support, Bank Reconciliation, Record Management, Data Entry, Billing and Invoicing, Financial Reporting, Tax Preparation Support, CRM Update, File Organization & Naming Financial, Broker Support & Pipeline Management, Data Management, Condition Tracking & Fulfillment, Transaction Processing and Verification, Loan Documentation, Insurance Product Knowledge and Sales Support
Industry Exposure:
- Banking & Financial Services
- Construction
- Education
- Non-Profit Organizations
- Government Agencies
- Retail & Small Businesses
- Professional Services
Software Expertise:
- QuickBooks Online (Certified)
- Microsoft Excel
- Microsoft Office
- Google Workspace (Sheets, Docs, Drive)
- Canva
- Notion
- Slack
Verified