Financial Services VA | Loan Processing | Credit & Document Review | CRM & Admin Support

I am a Financial Services and Operations professional with 3+ years of experience in the Canadian financial-services industry, along with additional experience in case management, administrative coordination, document management, CRM systems, and remote operations.

My background includes loan and mortgage processing, credit-related operations, financial document review, CRM management, client administration, and case tracking. I managed a portfolio of 2,000+ client accounts and regularly worked with sensitive financial information, requiring accuracy, confidentiality, and strong attention to detail.

I also have professional experience in case management and administrative support, where I handle detailed documentation, track requirements and deadlines, coordinate follow-ups, manage email communication, conduct research, and maintain organized records and databases.

I can provide remote support in areas such as:

• Loan and mortgage processing support
• Credit and financial document review
• Case management and case tracking
• Document review, organization, and processing
• CRM and database management
• Data entry, verification, and reconciliation
• Administrative and back-office support
• File and document management
• Client and account record management
• Email management and customer support
• Research and reporting
• Microsoft Excel, Word, Outlook, and other productivity tools

I am detail-oriented, organized, dependable, and comfortable handling confidential information. I can follow established processes, manage multiple priorities, meet deadlines, and learn new systems and workflows quickly.

I currently have a full-time professional engagement and am open to compatible part-time, freelance, gig, and project-based opportunities. I am particularly interested in financial services support, virtual assistance, administrative work, document processing, CRM management, data entry, research, and general operations support.

I bring professional experience from Canadian financial services and remote case-management environments, and I focus on providing accurate, organized, and dependable support with minimal supervision.