Professional Profile:
Dedicated Mortgage Professional | Senior Loan Processor & Originator Assistant
Results-driven Mortgage Professional with 8 years of experience supporting high-volume Loan Officers and Processors in fast-paced environments. Expert in the end-to-end mortgage lifecycle, from initial prequalification to final condition clearing. Proven track record of accurately performing complex income calculations, reviewing credit reports, and analyzing assets to ensure file integrity.
Highly skilled in structuring loan files by matching borrower profiles with the most beneficial programs based on current Conventional, FHA, and VA guidelines. Exceptional at managing pipeline flow through meticulous document indexing, proactive third-party document ordering, and persistent follow-up on underwriting conditions to meet strict closing deadlines.
Technical Proficiency:
LOS: LendingPad, ARIVE, Calyx Point
CRM: Salesforce, GoHighLevel (GHL)
Project Management: ClickUp
I have hands-on experience using Zendesk as a CRM tool to manage customer interactions across email, chat, and tickets. I’m familiar with navigating the platform to track conversations, update customer profiles, assign or escalate tickets, and generate basic reports to support team performance and service quality.
Experience: 1 - 2 years
I have experience using Figma to design and map out customer service workflows and process documentation. I’ve used the platform to visually present step-by-step procedures, team responsibilities, and escalation paths, which helped improve training materials, internal communication, and overall operational efficiency.
Experience: Less than 6 months
During my On-the-Job Training, I was part of a marketing team that specialized in creating visual content for our social media platforms, particularly Facebook. My role involved contributing to the design and development of graphic posts aimed at promoting the brand, increasing audience engagement, and maintaining a consistent online presence.
Experience: 2 - 5 years
I have solid experience using Google Workspace tools such as Gmail, Docs, Sheets, and Slides for daily operations—ranging from customer communication and documentation to creating reports and presentations for internal use and training purposes. I’m comfortable collaborating in real time and organizing files through Google Drive for efficient workflow.
Experience: Less than 6 months
I have hands-on experience using Power BI to analyze reports for tracking key performance indicators and identifying trends. I’ve used the tool to support data-driven insights and help improve overall team performance and decision-making.
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