I have extensive experience with loan closings from start to finish, as I am highly knowledgeable about the US Mortgage Process. I meticulously examine client files for inconsistencies and manage and maintain CRMs effectively. Additionally, I handle various back-office and administrative duties, including recordkeeping, data entry, compliance requirements, and related tasks.
As a Virtual Assistant, I have honed my business writing skills through frequent communication with realtors, escrow agents, account executives, and underwriters. Moreover, I developed a streamlined loan processing system that has consistently helped close loans on time for clients.
Tools:
BigPurpleDot
Slack
Google Docs
Google Sheets
Google Slides
Google Calendar
Google Drive
OneDrive
Dropbox
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Brand360
ARIVE
Lending Pad
Canva
Adobe Acrobat
HelloSign
DocuSign
If you require someone knowledgeable on certain tools not listed here, do not worry as I am more than willing to learn about the tools and apps you use to run your business!
Experience: 1 - 2 years
“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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