Liezyl

Virtual Assistant

Get to Know Me

Professional Summary

Sales Development Representative with over 8 years of experience in financial operations, loan quality control, fraud detection, and customer account support within banking and financial services environments. Experienced in reviewing underwriting loan files, validating financial documentation, resolving account discrepancies, and coordinating with underwriting, processing, and closing teams to support compliant and timely transactions. Skilled in data validation, operational reporting, and investigation of loan exceptions and compliance-related issues in high-volume environments. Strong background in financial systems, audit readiness, and maintaining accuracy across loan and investment account operations.

Key Skills Icon

Key Skills

  • Loan documentation review and processing
  • Underwriting quality control support
  • Financial data validation and reporting
  • Compliance and risk identification
  • Fraud detection and transaction monitoring
  • Account research and issue resolution
  • Loan condition and document auditing
  • Operational reporting and defect tracking
  • Stakeholder and client communication
  • Excel and Alteryx data validation
  • Financial account support and recordkeeping
  • Cross-functional coordination and escalation management
  • Professional Experience

    Financial operations professional with over 8 years of experience across mortgage quality control, investment servicing, fraud detection, and customer account support within banking and financial services organizations. Career includes auditing underwriting loan files, reviewing borrower and property documentation, identifying compliance risks and documentation gaps, and coordinating with underwriting and processing teams to support loan clearance and timely closings. Additional experience includes handling investment account updates, resolving transaction discrepancies, monitoring fraud activity, generating compliance reports, and maintaining accurate financial records in high-volume operational environments.

    Liezyl

    Get to Know Me

    Watch a brief introduction that highlights my professional background and areas of expertise.

    Professional Summary

    Sales Development Representative with over 8 years of experience in financial operations, loan quality control, fraud detection, and customer account support within banking and financial services environments. Experienced in reviewing underwriting loan files, validating financial documentation, resolving account discrepancies, and coordinating with underwriting, processing, and closing teams to support compliant and timely transactions. Skilled in data validation, operational reporting, and investigation of loan exceptions and compliance-related issues in high-volume environments. Strong background in financial systems, audit readiness, and maintaining accuracy across loan and investment account operations.

    Key Skills

  • Loan documentation review and processing
  • Underwriting quality control support
  • Financial data validation and reporting
  • Compliance and risk identification
  • Fraud detection and transaction monitoring
  • Account research and issue resolution
  • Loan condition and document auditing
  • Operational reporting and defect tracking
  • Stakeholder and client communication
  • Excel and Alteryx data validation
  • Financial account support and recordkeeping
  • Cross-functional coordination and escalation management
  • Professional Experience

    Financial operations professional with over 8 years of experience across mortgage quality control, investment servicing, fraud detection, and customer account support within banking and financial services organizations. Career includes auditing underwriting loan files, reviewing borrower and property documentation, identifying compliance risks and documentation gaps, and coordinating with underwriting and processing teams to support loan clearance and timely closings. Additional experience includes handling investment account updates, resolving transaction discrepancies, monitoring fraud activity, generating compliance reports, and maintaining accurate financial records in high-volume operational environments.

    Pattern of evenly spaced small blue dots forming a triangular shape on a transparent background.Pattern of evenly spaced small blue dots forming a triangular shape on a transparent background.