Virtual Assistant since 2021, supporting Australian mortgage brokers and real estate owners. Experienced in loan processing, CRM management, client communication, and end-to-end administrative support, with a strong focus on accuracy, confidentiality, and efficiency.
Experience: 6 months - 1 year
I have experience in real estate acquisition through my role as an Acquisition Specialist / Marketing Administrative Assistant at Von and Ren Industries, a U.S.-based storage facility business. In this role, I supported the acquisition process by conducting outbound and inbound calls, engaging with property owners, and gathering key property and ownership information. I assisted in qualifying leads, maintaining accurate records in CRM systems, and coordinating follow-ups with internal teams to support decision-making and negotiations. My role also involved client relationship management, marketing support, and handling enquiries with professionalism and discretion. This experience strengthened my communication, research, and organizational skills, as well as my ability to work efficiently in a fast-paced real estate environment while building rapport with property owners and stakeholders.
Experience: 6 months - 1 year
I have experience in real estate acquisition through my role as an Acquisition Specialist / Marketing Administrative Assistant at Von and Ren Industries, a U.S.-based storage facility business. In this role, I supported the acquisition process by conducting outbound and inbound calls, engaging with property owners, and gathering key property and ownership information. I assisted in qualifying leads, maintaining accurate records in CRM systems, and coordinating follow-ups with internal teams to support decision-making and negotiations. My role also involved client relationship management, marketing support, and handling enquiries with professionalism and discretion. This experience strengthened my communication, research, and organizational skills, as well as my ability to work efficiently in a fast-paced real estate environment while building rapport with property owners and stakeholders.
Experience: 5 - 10 years
I have almost five years of experience working as a Broker Support and Loan Processor within the Australian mortgage industry, with exposure to standard residential loans, construction loans, and SMSF lending. My role involves end-to-end loan processing, including preparing and submitting loan applications, updating CRMs with accurate client information, and liaising with lenders from conditional approval through to formal approval, settlement booking, and post-settlement follow-ups. I have assisted with construction loans by managing progress payments, liaising with builders and lenders, and ensuring required documentation is submitted at each stage. I have also supported SMSF loan applications by handling compliance documents, coordinating with accountants and financial advisers, and ensuring lender requirements are met. I regularly handle confidential client information, complete lender forms, order valuations, manage pricing requests, and work closely with brokers, lenders, and clients to ensure a smooth, compliant, and timely loan process.
Experience: 2 - 5 years
I have hands-on experience in technical support from my roles at Concentrix CVG Philippines and iQor Philippines, where I provided technical assistance to customers via inbound and outbound calls. I supported users with troubleshooting device and system issues, handled product-related enquiries, and guided customers through step-by-step solutions in a clear and patient manner. In addition to technical troubleshooting, I also assisted with billing concerns, account enquiries, and basic sales support, ensuring issues were resolved efficiently and escalated when necessary. These roles strengthened my ability to communicate technical information in a way that is easy for customers to understand, even in high-pressure situations. My technical support background has helped me develop strong problem-solving skills, adaptability, and a customer-focused approach, which I continue to apply in my current roles when handling systems, software, and CRM-related tasks.
Experience: 2 - 5 years
I have almost five years of experience working as a Broker Support and Loan Processor within the Australian mortgage industry, with exposure to standard residential loans, construction loans, and SMSF lending. My role involves end-to-end loan processing, including preparing and submitting loan applications, updating CRMs with accurate client information, and liaising with lenders from conditional approval through to formal approval, settlement booking, and post-settlement follow-ups. I have assisted with construction loans by managing progress payments, liaising with builders and lenders, and ensuring required documentation is submitted at each stage. I have also supported SMSF loan applications by handling compliance documents, coordinating with accountants and financial advisers, and ensuring lender requirements are met. I regularly handle confidential client information, complete lender forms, order valuations, manage pricing requests, and work closely with brokers, lenders, and clients to ensure a smooth, compliant, and timely loan process.
Experience: 5 - 10 years
Almost five years of experience working in Broker Support. Alongside this role, I am responsible for updating the CRM with accurate and up-to-date client details, as well as filling out forms and sending confidential information, which requires strong attention to detail.
Experience: Less than 6 months
I have several years of experience in customer support across mortgage broking, technical support, and client service roles. I have handled both inbound and outbound calls, assisted clients with enquiries, provided updates on applications, and ensured a positive and professional customer experience at all times. In the mortgage industry, I regularly liaise with clients, brokers, lenders, builders, and third parties, addressing concerns, following up on requirements, and keeping clients informed throughout the loan process. My background in technical and billing support has strengthened my problem-solving skills, communication abilities, and patience when dealing with complex or sensitive matters. I am experienced in managing emails, calendars, and CRM systems, handling confidential information, and building strong client relationships through clear communication, reliability, and attention to detail. I take pride in providing timely, accurate, and empathetic support while working efficiently in fast-paced environments.
Experience: 2 - 5 years
I have several years of experience in customer support across mortgage broking, technical support, and client service roles. I have handled both inbound and outbound calls, assisted clients with enquiries, provided updates on applications, and ensured a positive and professional customer experience at all times. In the mortgage industry, I regularly liaise with clients, brokers, lenders, builders, and third parties, addressing concerns, following up on requirements, and keeping clients informed throughout the loan process. My background in technical and billing support has strengthened my problem-solving skills, communication abilities, and patience when dealing with complex or sensitive matters. I am experienced in managing emails, calendars, and CRM systems, handling confidential information, and building strong client relationships through clear communication, reliability, and attention to detail. I take pride in providing timely, accurate, and empathetic support while working efficiently in fast-paced environments.
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