I am an experienced Client Intake Specialist working with a HUD-approved housing counseling agency in California. I specialize in client onboarding, document compliance, and counseling coordination for homebuyers across Los Angeles County.
With hands-on experience using Salesforce, Mpactpro, ShareFile, and RightSignature, I ensure smooth workflows, accurate documentation, and timely follow-ups. I support escrow clients, review financial documents, prepare budget worksheets, and assist in HUD reporting (9902).
I help organizations:
• Streamline client intake processes
• Review and verify financial documents
• Track cases and update CRM systems
• Maintain compliance documentation
• Coordinate counseling sessions and follow-ups
• Create professional certificates, EBlasts, and marketing materials
• Edit photo layouts and video highlights
I am detail-oriented, organized, and experienced working in US time zones. My goal is to help businesses improve efficiency while maintaining accuracy and compliance.
If you're looking for someone who understands nonprofit systems, documentation standards, and client coordination - I’m ready to help.
