Allan

VA Lead/ Mortgage Loans Processor

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Overview

Looking for part-time work (4 hours/day)

at $9.58/hour ($909.09/month)

Bachelors degree

Last Active

April 23rd, 2026 (20 days ago)

Member Since

May 4th, 2019

Profile Description

I am an experienced Virtual Assistant Team Leader in Real Estate, specializing in Mortgage Loans, Recruitment, Banking, and Finance. My primary focus is on helping teams exceed client expectations and achieve their goals. I possess a deep understanding of Real Estate tools, including Sherpa Texting, CallRail, Mojo Dialer, and Salesforce. Additionally, I collaborate closely with software developers to enhance existing systems and tools, ensuring optimal performance.
Within the realm of US and Australian Mortgage/Home Loan Banking, I am regarded as an expert. I possess extensive knowledge of the end-to-end process of Home Lending, encompassing critical aspects such as Serviceability Calculators, Loan Servicing, Pricing Discount Requests, Home Insurance, Payoff Documentation Requisitions, Income Verification, Compliance, and Loan Submission.
Furthermore, I bring a solid background in Quality and Remediation Analysis, demonstrating a meticulous eye for detail and an unwavering commitment to continuous improvement. My professional journey has encompassed various Lines of Business, including Credit/Debit Cards, Home Lending, and Private Banking for major US banks. I am well-versed in essential Finance tools, including Xero, Podium, Broker Engine, MyCRM, Salesforce, and Apply Online.
When it comes to coaching and training, my approach centers around achieving excellent customer satisfaction and providing actionable feedback to empower teams to enhance their performance. I have conducted impactful classroom training sessions and honed my communication and presentation skills through a comprehensive Public Speaking class.
Overall, I am a dedicated and experienced Individual Contributor driven by a genuine passion for helping teams succeed. With my extensive skill set and unwavering commitment to excellence, I am poised to contribute significantly to any endeavor in the Real Estate and Mortgage industry.





Regenerate response

Top Skills

Experience: 2 - 5 years

Experience: 5 - 10 years

Other Skills

I have experience in Private Banking, Asset and Wealth Management, Mortgage Banking, Residential and Commercial Loans

Experience: 2 - 5 years

I lead a team of Virtual Assistants in a US Real Estate sales space.

Experience: Less than 6 months

Experience: 5 - 10 years

Experience: 2 - 5 years

Basic Information

Age
41
Gender
Male
Website
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Address
Las Pinas, NCR
Tests Taken
IQ
Score:  125
DISC
Dominance: 55
Influence: 22
Steadiness: 10
Compliance: 12
English
C2(Advanced/Mastery)
Government ID
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