Aubrey A.

I review and organize mortgage applications and supporting documents to ensure completeness and accuracy, while assisting in preliminary underwriting by evaluating borrower profiles, credit reports, income, and property details. I verify key financial information, coordinate with brokers, lenders, lawyers, and clients to obtain missing or updated documents, and prepare internal deal summaries and underwriting notes for senior review. I track file progress from submission through funding or renewal, support the review of renewal packages, payout statements, and mortgage instructions, and assist in post-funding operations such as payment tracking and cheque schedules. I also maintain organized digital file systems, communicate updates

I responded to client inquiries, scheduled property viewings, and managed timely lead follow-ups to support sales pipelines. I updated and maintained property listings across multiple real estate platforms and social media channels, ensuring accuracy, compliance, and brand consistency. I also managed CRM systems to track leads, organize contacts, and maintain detailed interaction histories, while building and maintaining a structured lead database that captured client preferences, notes, and follow-up actions. In addition, I conducted cold calling and cold messaging campaigns to engage potential sellers and qualify leads.