Hi, I’m Janica!
I’m a Mortgage and Operations Support Specialist with over 10 years of experience in real estate, documentation, and remote administrative support. I support loan processing and administrative workflows by keeping files organized, documents complete, and applications moving forward in fast-paced, compliance-driven environments.
I’ve worked with both Australian and U.S.-based teams, and I’m currently transitioning into the Australian mortgage industry. As part of this transition, I’ve been actively taking training and studying the Australian mortgage process, and have gained hands-on exposure by observing real broker workflows, including CRM systems, servicing tools, and document compliance requirements.
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MORTGAGE AND LOAN SUPPORT EXPERIENCE
As a Licensed Real Estate Broker in the Philippines, I supported clients through the full property purchase and financing process. This included:
• Collecting and verifying client documents (IDs, income, property documents)
• Coordinating with banks for loan applications and approvals
• Tracking applications from submission to approval and release
• Preparing contracts (Deed of Sale, Contract of Sale, MOA)
• Ensuring all documentation is complete before final processing
This experience built a strong foundation in document control, loan coordination, and compliance-focused workflows.
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AUSTRALIAN MORTGAGE EXPOSURE
I have developed practical understanding of Australian mortgage workflows through:
• Shadowing a Credit Analyst and observing real loan processing workflows
• Reviewing how client data is managed in CRM systems such as MyCRM
• Observing fact find completion, document collection, and compliance requirements (Privacy Consent, Credit Guide)
• Understanding borrowing capacity assessment using Quickli
• Observing income validation using paycalculator and HEM benchmarks
This has helped me understand how applications move from data collection through to assessment and approval.
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REMOTE OPERATIONS AND ADMIN SUPPORT
I have supported remote teams with:
• CRM and pipeline tracking
• Document management and file organization
• Client communication and follow-ups
• Data entry and reporting
• Managing multiple files with strict deadlines
At Pearson, I handled:
• Payroll-sensitive reporting
• Timekeeping verification and data accuracy
• Multi-system coordination (Oracle, NOVA, Excel, Teams, Outlook)
This strengthened my attention to detail and ability to work within structured systems.
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TOOLS AND SYSTEMS
AppFolio | ServiceM8 | Pylon | Excel | Google Sheets
Microsoft Office | Google Workspace | DocuSign
Oracle | Fusion | NOVA
Exposure to MyCRM, Quickli, and AU mortgage workflows (Shadowing)
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WHAT I CAN HELP YOU WITH
• Loan file preparation and document tracking
• Client follow-ups for outstanding requirements
• CRM updates and pipeline management
• Lender and broker coordination
• Compliance checks and document review
• General administrative and email support
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HOW I WORK
I follow a structured system to track each file and ensure nothing is missed. I am proactive with follow-ups, focused on accuracy, and make sure documents are complete before submission. I also aim to complete tasks ahead of deadlines to allow time for review and corrections if needed.
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WHAT I AM LOOKING FOR
A long-term role supporting an Australian mortgage broker or team, where I can continue to grow while helping manage loan pipelines efficiently and reliably.
