Mortgage Virtual Assistant | Loan Servicing | Bilingual (English & Spanish) | Salesforce CRM
I am a bilingual customer service professional with 10+ years of experience across U.S. consumer lending, real estate, and workforce management — now transitioning into Mortgage Virtual Assistance.
Currently working remotely for Stratus Financial LLC (Newport Beach, CA), a U.S. flight-school financing company, where I handle loan file servicing, borrower school transfers, account modifications, fund disbursement scheduling with the accounting team, and borrower communication support for Loan Officers and Underwriters.
What I bring to a Mortgage VA role:
- Working knowledge of FICO credit scoring, VantageScore (TransUnion), DTI evaluation, WSJ Prime
Rate benchmarking, conditional approvals, and co-borrower documentation
- Experience in a real U.S. financing institution — not just theoretical knowledge
- Former Real Estate CS Rep (Virtually Incredible, Palm Beach Gardens FL) — property viewing
scheduling, tenant and owner call management
- Former Workforce Scheduler (World Remit, UK) — agent rotation, SLA forecasting, TeleOpti WFM
CRM
- Salesforce CRM user since my call center career through my current role at Stratus
- Bilingual: English (professional fluency) & Spanish (basic/conversational)
I am honest about being new to mortgage specifically, but my background in consumer lending, real estate client management, and U.S. employer remote work gives me a foundation most VA candidates don't have. I am a fast learner, detail-oriented, and comfortable working U.S. business hours.
Tools: Salesforce CRM · TeleOpti WFM · MS Office · Google Workspace · Call Dialer Systems · E-signature Workflows
