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Mari A. — Mid-Level Mortgage Administrative Assistant from Philippines

Mari A.

Mid-Level Mortgage Administrative Assistant

Philippines 6+ years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

MaRi B. is a proficient Mortgage Virtual Assistant and Loan Processing Assistant based in Quezon City, Manila, Philippines. She is experienced in working independently within the fast-paced mortgage industry, skilled in systems such as Arive LOS, SalesForce - Jungo, and DocuSign. With a keen eye for detail, MaRi ensures the completion and accuracy of the 1003/URLA Loan Applications and supports loan processors by managing loan documentation efficiently. She actively engages in system navigation and administrative tasks, including CRM management and appraisal orders. Her expertise extends to document preparation with fillable PDFs and overseeing the e-signature process for disclosures. MaRi excels in facilitating smooth transactions through professional communication and lead management, effectively coordinating appointments and updating agents on referrals. Currently, she contributes her expertise to KPM Mortgage as a Mortgage Virtual Assistant and Admin Support, bringing substantial value to her team.

Experience

  • Mortgage Virtual Assistant & Admin Support

    KPM Mortgage · 2020 — Present
    Ensured completion of the 1003/URLA Loan Application and followed up on any incomplete applications. Managed document organization by gathering, labeling, and verifying the accuracy of submitted paperwork against loan type requirements. Assisted processors with loan file management and navigated lender portals for ordering appraisals and maintaining CRM systems. Created and edited fillable PDFs and documents, sending disclosures and other necessary files for e-signing via DocuSign or DocHub. Communicated effectively through email, phone, and SMS to facilitate transactions and provide updates to involved parties. Followed up with leads, addressed basic inquiries, scheduled appointments with loan officers or mortgage analysts, and updated agents or realtors on referrals.