Mortgage Admin VA | Loan Processing | Collections | CRM Client Support

Need reliable support for mortgage administration, loan processing, or collections?

I bring 10+ years of financial services experience supporting clients across New Zealand, Australia, the UK, and the US, with strong expertise in FDCPA, and KYC compliance.

I help mortgage teams stay organised, accurate, and on track by managing end-to-end loan workflows and client processes.

Core Services:
• Mortgage Administration – supporting brokers/directors, document processing, and file handovers
• Loan Processing – application handling, KYC verification, and lender-ready documentation
• Collections Specialist – compliant and professional recovery of overdue accounts
• CRM & Workflow Support – Trail, Trello, Affordx, and CRM systems management

Additional Skills:
QuickBooks (basic), transcription, proofreading, affiliate marketing (Instagram campaigns), funnel building (-----------), and basic web tools (WordPress/Wix).

Tools:
Google Workspace, Asana, Excel, Equifax, Persona, Trail, Trello, Affordx, Zoom, Teams, Canva, CapCut, -----------

Dependable, detail-oriented, and adaptable — I help reduce risk, improve turnaround times, and keep operations running smoothly.