I support mortgage brokers and loan officers with pre-approval and loan opener tasks to help keep files organized, accurate, and moving forward.
With over 5 years of experience in mortgage, fintech, and real estate support, I specialize in document collection, borrower follow-ups, CRM updates, and file organization. I understand the importance of timelines, compliance, and clear communication in the loan process.
I can help with:
• Pre-approval file preparation and loan file setup
• Collecting and organizing borrower documents
• Following up on missing requirements and conditions
• Updating CRM records, notes, and milestones
• File tracking and document organization
• Client communication and status updates
• Calendar coordination and administrative loan support
I am detail-oriented, reliable, and proactive. I work well in fast-paced environments and focus on helping loan officers stay organized and efficient so they can focus on closing more deals.
I am open to full-time or part-time remote opportunities and ready to support your mortgage operations.