For more than 15 years, I've helped banks and financial institutions process mortgage loans accurately, maintain compliant financial records, and deliver exceptional service to borrowers, brokers, developers, and internal stakeholders.
My background combines mortgage loan processing, loan administration, bookkeeping, and financial operations across banking and real estate organizations. I have managed mortgage applications from initial inquiry through booking, funding, and post-settlement support while ensuring documentation accuracy, regulatory compliance, and on-time processing.
Throughout my career, I've:
• Managed portfolios of over 100 active loan accounts while maintaining service levels and documentation accuracy.
• Processed and supported more than ?1 billion in mortgage loan releases, earning BDO's Billionaire's Club Award and Top Loans Assistant recognition.
• Performed account reconciliation, payment tracking, collections follow-up, billing administration, and financial reporting support to improve operational accuracy.
My areas of expertise include:
• Mortgage Loan Processing
• Loan Administration
• Loan Documentation Review
• Mortgage Operations
• Account Reconciliation
• Accounts Receivable
• Bookkeeping
• Xero & QuickBooks
• Financial Record Maintenance
• Regulatory Compliance
• Banking Operations
• Customer & Stakeholder Management
I'm passionate about maintaining accuracy, improving operational efficiency, and delivering excellent service throughout the lending process.
I'm always open to connecting with recruiters, hiring managers, and professionals seeking experienced Loan Processors, Mortgage Operations Specialists, Loan Administrators, or Bookkeeping professionals.
Experience: 5 - 10 years
Supported day-to-day financial operations through accounts receivable tracking, billing administration, and payment record management.
Experience: 5 - 10 years
• Performed account reconciliations to identify and resolve billing discrepancies and maintain accurate financial records.
Experience: 5 - 10 years
Xero Level 2 Certification
Experience: 10+ years
Managed mortgage applications from submission through funding and closing. Maintained compliance with lending policies and regulatory requirements. Coordinated with borrowers, brokers, developers, underwriters, and settlement teams. Reviewed loan documentation for completeness and funding readiness. Managed high-volume mortgage portfolios while meeting service-level agreements.
Experience: 5 - 10 years
billing administration
Experience: 10+ years
Experience: 10+ years
Processed over ₱1 billion in mortgage loan releases. Managed mortgage applications from submission through funding and closing. Maintained compliance with lending policies and regulatory requirements. Coordinated with borrowers, brokers, developers, underwriters, and settlement teams. Reviewed loan documentation for completeness and funding readiness. Managed high-volume mortgage portfolios while meeting service-level agreements.
Experience: 10+ years
Reviewing Credit Reports
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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