I’m an operations and lending professional with over 17 years of combined experience across banking, lending, customer service, operations, and remote business support.
For the past several years, I’ve supported Australian businesses by managing CRM systems, maintaining accurate data, coordinating workflows, and ensuring day-to-day operations run efficiently. Earlier in my career, I spent more than four years in lending, handling loan processing, credit investigations, borrower assessments, documentation, collections, and portfolio management.
I specialize in keeping systems organized, maintaining accurate records, and following structured processes to support efficient operations.
Areas of expertise:
• Loan processing and documentation
• CRM management (HubSpot, GoHighLevel, Zoho, -----------)
• Data management, reporting, and quality control
• Workflow coordination and process improvement
• Customer service and stakeholder communication
• SOP implementation and administrative support
• AI-assisted productivity using ChatGPT and Claude
I'm detail-oriented, process-driven, and proactive. I enjoy identifying inefficiencies, improving workflows, and helping teams stay organized while delivering excellent customer experiences.
I'm currently seeking long-term opportunities in mortgage, lending, operations, customer success, executive support, or CRM administration, where I can contribute my experience while continuing to learn and grow.
Verified
