Hi, I'm Cristine Mae from the Philippines. I’m an Executive Virtual Assistant and Loan Processing Support professional with 6+ years of experience in administration support, customer service, financial processing, and client account management. I've worked across banking, lending, retail, and online education, supporting both customers and internal teams with day-to-day operations. I help businesses stay organized, respond to customers faster, and keep financial and administrative tasks accurate and on track. My experience includes handling customer service through phone, chat, and email, processing loan applications, checking client eligibility, supporting fraud checks, reviewing credit risk at a basic level, and managing customer accounts.
Tasks I can help you with:
General administrative support
Inbox & email management
Customer service (phone, chat, email)
Customer account management
Respond to client enquiries professionally
Invoicing & billing support
Financial reporting support
Refunds and returns processing
Retail stock and inventory monitoring
Document verification and record keeping
Fraud checks and fraud investigation support
Client follow-ups and case tracking
Prepare files for broker/client meetings
Loan application processing and monitoring
Appointment scheduling & meeting coordination
Credit risk and loan eligibility assessment support
Guide customers with loan applications
Sales support and product promotion assistance
Collect and organize borrower documents
Manage files from lodgement through to settlement
Lender and solicitor coordination
Track application progress
Input and update loan data in CRM
Liaise with lenders, solicitors, and third parties
Prepare loan documentation and track progress
Follow up with clients regarding pending applications
Maintain organized client records
Identify upsell and referral opportunities
Accurate data entry across broker platforms and CRMs
Maintain professionalism and confidentiality
Maintain compliance with mortgage regulations
Create and maintain client records and loan files
Process documentation and create internal SOPs
Keep all client and application data current and audit-ready
Identify and contribute to process improvements
Track deadlines and follow up on outstanding documents or signatures
Communicate with borrowers and loan officers to obtain required conditions
Maintain compliance with lending, investor, and regulatory guidelines
Tools I'm proficient at:
ClickUp, Asana, Salesforce, QuickBooks, Zero, Microsoft Excel, PayPal, Google Pay, Canva, CapCut, Zoom, Microsoft Teams, Google Meet, Telegram, WhatsApp, Viber, Calendly, Google Workspace (Gmail, Docs, Sheets, Forms, Drive), Microsoft Office (Word, Excel, PowerPoint, OneDrive), ChatGPT, Copilot and Google Gemini
My Availability
I am available to work full-time, part-time, or around 10–15 hours per week depending on your needs. I am also flexible and can work across different time zones including US, UK, EU, Canada, and Australia schedules.
Why work with me this year:
Strong background in finance-related support tasks
Able to read credit reports and find negative items
Able to learn systems and processes quickly
Highly organized and detail-oriented
Excellent English communication skills (written and verbal)
With reliable internet, quiet work environment, and noise canceling
Self-motivated and comfortable working independently
Invite me for an interview.
I understand you need an online assistant you can depend on and who can support your business operations, handle clients professionally, and keep your processes organized. That's me. Feel free to invite me for an interview.
Loan Processing, Analysis, Mortgage, Client Relationship Management, Virtual Assistant, Communication, Organization, Customer Support, Document Management, Loan Processing, Communication, Order Management, CRM, Attention to Details, Research, Sales Management, Critical Thinking, English Proficiency, Analysis, Admin Data Processing, Documentation, Risk Assessment, Problem Solving, Customer Service, Email Management, Finance Management
