Louise

REAL ESTATE & MORTGAGE VIRTUAL ASSISTANT

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Real Estate Administration, Mortgage Support, Lead Qualification, Client Intake, CRM & LOS Management, Loan Processing & Documentation

With proven experience in both real estate operations and U.S. mortgage workflows, Louise brings a dual skill set that strengthens any client-facing or back-office team. Her ability to manage leads, documentation, and borrower files with speed and reliability makes her a high-value asset for busy realtors and loan officers.

EMPLOYMENT SUMMARY

Louise brings 2.6 years of combined experience in Real Estate and Mortgage support, having worked with respected companies like Nighthawk Equity Real Estate, National Fidelity Mortgage Lending, The Savings Group, and Remote Employee. Her background includes assisting with loan processing tasks such as verifying documents, maintaining compliance, and managing loan pipelines using CRMs like Encompass, Arive, and Follow Up Boss. She also has experience supporting executives, calling leads, assisting homeowners and renters, and organizing digital files in cloud systems.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF English Test

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER

INTERMEDIATE

ADVANCED

EDUCATION

Louise is a skilled Virtual Assistant with strong experience in real estate administration and U.S. mortgage support, specializing in lead qualification, client intake, property eligibility review, CRM management, and documentation coordination for realtors and loan officers. With proven experience in both real estate operations and U.S. mortgage workflows, Louise brings a dual skill set that strengthens any client-facing or back-office team. She is experienced in borrower communication, document collection, income and credit review, LOS navigation, and preparing files for underwriting and closing. Her ability to manage leads, documentation, and borrower files with speed and reliability makes her a high-value asset for busy realtors and loan officers.

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

Shows clear communication with generally understandable pronunciation and steady pacing. Uses basic vocabulary and grammar effectively, with growing confidence in expressing simple ideas and improving consistency in longer responses. Score: 70/B1 - Intermediate

Lead QualificationProperty Eligibility ReviewClient Intake & ScreeningCRM ManagementDocument CollectionBorrower IntakeLOS NavigationIncome & Credit CheckingUnderwriting SupportClosing CoordinationSocial Media ListingsReal Estate & Mortgage Operations

✓Arrive CRM

✓Yardi / ERDI

✓AppFolio

✓Follow Up Boss

✓Trello

✓Asana

✓Monday.com

✓Slack

✓RingCentral

✓Google Workspace

Two-Monitor Setup

Noise-Cancelling Headset

NATIONAL FIDELITY MORTGAGE LENDING

Loan Processor Assistant

MARCH 2025 - SEPTEMBER 2025

• Maintained pipeline reports and updated loan status regularly in the CRM.

• Prepared, reviewed, and verified loan files to ensure all required documents were complete and accurate.

• Helped ensure files complied with lending and regulatory requirements before submission and closing.

THE SAVINGS GROUP - AUTOMOTIVE FINANCE

Loan Processor Assistant (Part-time)

OCTOBER 2024 - JUNE 2025

• Organized and updated digital loan files for automotive finance clients.

• Communicated with borrowers, loan officers, and third parties to gather and clarify information.

• Supported compliance with lending guidelines and deadlines.

REMOTE EMPLOYEE

Executive Assistant

MARCH 2022 - MARCH 2025

• Managed executive schedules, emails, and meetings, and prepared reports, presentations, and correspondence.

• Assisted with gathering borrower documents and updating CRM or LOS systems such as Arive, Encompass, and Follow Up Boss.

• Maintained organized records and documentation in platforms like SharePoint and cloud drives.

NIGHTHAWK EQUITY REAL ESTATE

Virtual Assistant

FEBRUARY 2022 - AUGUST 2024

• Managed calendars and emails for real estate operations.

• Called leads and assisted homeowners and renters with inquiries and next steps.

• Organized digital files and property-related documents in cloud storage systems.

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.