I have more than 3 years of experience as a Mortgage Broking Virtual Assistant in managing residential, SMSF, and commercial loan applications from document collection to settlement.
I assist with document and income verification, servicing, pricing, ordering valuation, completing data entry tasks on aggregator tools such as My CRM and Apply Online. I also handle loan submissions, liaising with lenders, settlement officers, solicitors/conveyancers, and real estate agents, compliance checks, and client communication - ensuring a smooth and efficient loan process.
