Rachel

Virtual Assistant

Get to Know Me

Professional Summary

Sales Development Representative with over 2 years of experience in mortgage operations, compliance support, funding coordination, and post-closing management within the U.S. mortgage industry. Experienced in reviewing loan documentation, balancing Closing Disclosures, coordinating funding activities, and ensuring compliance with underwriting, investor, and regulatory standards. Skilled in managing high-volume loan files, maintaining investor-ready documentation, and supporting cross-functional teams throughout the loan lifecycle. Strong background in data accuracy, quality assurance, and remote mortgage operations using loan origination and CRM systems.

Key Skills Icon

Key Skills

  • Mortgage funding coordination
  • Loan documentation review and compliance
  • Closing Disclosure balancing
  • Post-closing audits and file management
  • Pre-compliance and quality assurance reviews
  • Loan lifecycle coordination
  • Wire tracking and settlement reconciliation
  • Investor-ready loan package preparation
  • CRM and Loan Origination Systems (LOS)
  • Arive CRM and investor portals
  • Data entry and records management
  • Microsoft Excel and Google Workspace
  • Professional Experience

    Mortgage operations professional with over 2 years of experience supporting funding, compliance, post-closing, and loan processing functions within the U.S. mortgage industry. Career includes balancing Closing Disclosures, coordinating wire disbursements, auditing executed loan packages, validating underwriting and investor conditions, and ensuring regulatory compliance throughout the closing process. Experience also includes managing post-closing pipelines, retrieving trailing documents, maintaining accurate loan records in loan origination systems, and preparing investor-ready files in high-volume remote environments. Additional responsibilities included supporting loan processors with document collection, disclosure verification, and file maintenance to ensure timely and compliant loan processing.

    Rachel

    Get to Know Me

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

    Professional Summary

    Sales Development Representative with over 2 years of experience in mortgage operations, compliance support, funding coordination, and post-closing management within the U.S. mortgage industry. Experienced in reviewing loan documentation, balancing Closing Disclosures, coordinating funding activities, and ensuring compliance with underwriting, investor, and regulatory standards. Skilled in managing high-volume loan files, maintaining investor-ready documentation, and supporting cross-functional teams throughout the loan lifecycle. Strong background in data accuracy, quality assurance, and remote mortgage operations using loan origination and CRM systems.

    Key Skills

  • Mortgage funding coordination
  • Loan documentation review and compliance
  • Closing Disclosure balancing
  • Post-closing audits and file management
  • Pre-compliance and quality assurance reviews
  • Loan lifecycle coordination
  • Wire tracking and settlement reconciliation
  • Investor-ready loan package preparation
  • CRM and Loan Origination Systems (LOS)
  • Arive CRM and investor portals
  • Data entry and records management
  • Microsoft Excel and Google Workspace
  • Professional Experience

    Mortgage operations professional with over 2 years of experience supporting funding, compliance, post-closing, and loan processing functions within the U.S. mortgage industry. Career includes balancing Closing Disclosures, coordinating wire disbursements, auditing executed loan packages, validating underwriting and investor conditions, and ensuring regulatory compliance throughout the closing process. Experience also includes managing post-closing pipelines, retrieving trailing documents, maintaining accurate loan records in loan origination systems, and preparing investor-ready files in high-volume remote environments. Additional responsibilities included supporting loan processors with document collection, disclosure verification, and file maintenance to ensure timely and compliant loan processing.

    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.