Aldrich

MORTGAGE SPECIALIST | MORTGAGE OPERATIONS SUPPORT

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1 year mortgage operations experience | Document review | Borrower follow up | Underwriting support

Mortgage operations support specialist focused on accurate documentation, compliance tracking, and timely borrower follow-up.

EMPLOYMENT SUMMARY

Aldrich has customer service experience across telco, healthcare, and mortgage accounts. In mortgage support, he has assisted with document review, borrower communication, underwriting support, and compliance-related tracking to help move loan files forward. He applies call center discipline, strong communication, and attention to detail to support internal teams and customers.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

80 B1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Aldrich is a detail-oriented mortgage support professional with experience supporting U.S.-based residential mortgage accounts. He handles document review, borrower follow-ups, and underwriting support while tracking compliance requirements and helping keep loan files moving. He also brings a strong customer service foundation from telco and healthcare accounts, with a focus on clear communication and accuracy.

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.

Aldrich demonstrates solid intermediate English proficiency, with the ability to communicate effectively in professional settings and understand routine work-related topics. He can collaborate with international teams and handle day-to-day workplace communication needs.

Document ReviewBorrower Follow UpUnderwriting SupportCompliance TrackingMortgage Payments SupportEscrow HandlingInsurance CoordinationClient CommunicationFile OrganizationData AccuracyPipeline MonitoringCall Center Customer Support

✓Salesforce

✓EDMS

✓DocuSign

✓Avaya

✓Microsoft Office

✓AUS (Fannie Mae)

✓AUS (Freddie Mac)

Two-Monitor Setup

Noise-Cancelling Headset

Moder

Customer Service Specialist- Mortgage Account

July 2024 – August 2025

Aldrich supported U.S.-based residential mortgage workflows, including document review and borrower follow-up. He assisted with underwriting support and helped ensure files remained accurate and organized. He tracked compliance-related requirements and coordinated routine communications to reduce processing delays.

EXL Philippines Inc.

Customer Service Officer – Healthcare Account

November 2021 – December 2023

Aldrich handled customer support for a healthcare account, assisting customers through routine inquiries and issue resolution. He maintained accurate documentation and followed required processes to support timely handling of requests. He communicated clearly with customers while working in a structured, service-focused environment.

Concentrix

Customer Service Representative – TELCO

November 2020 – October 2021

Aldrich provided customer service support for a telco account, addressing customer concerns and service-related inquiries. He followed established workflows and documented interactions accurately. He maintained professional communication while meeting call center performance expectations.

Can understand and use familiar everyday expressions and basic questions about personal details.

Can have very short social exchanges and give information on familiar and routine matters when traveling.

Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.

Can communicate confidently in a variety of academic and professional environments.

Can use the language flexibly and effectively for social, academic and professional purposes.

Can interact with ease and can differentiate their shades of meaning.

University of Cebu- Main Campus

BS Customs Administration

2011 – 2017

University of San Carlos – North Campus

Secondary

2007 – 2011

University of San Carlos – North Campus

Elementary

2001 – 2007