Executive Real Estate & Underwriting OperationsExecutive Real Estate & Underwriting Operations

Key Achievements:

-Review and organize mortgage applications and supporting documents for completeness and accuracy -Assist in preliminary underwriting by assessing borrower profiles, credit reports, income, and property details -Verify key financial information such as income sources, liabilities, and existing mortgage obligations -Coordinate with brokers, lenders, lawyers, and clients to obtain missing or updated documents -Prepare and update internal deal summaries and underwriting notes for senior review -Track file progress from submission through funding/renewal to ensure deadlines are met -Assist in reviewing renewal packages, payout statements, and mortgage instructions -Support post-funding operations including payment tracking, cheque schedules, and lender requirements -Maintain organized digital file management systems for all active and closed deals -Communicate status updates and follow-ups to ensure smooth workflow across all stakeholders -Assist in resolving discrepancies or missing information in loan files -Provide general administrative and operational support to the underwriting team

Key Achievements:

Responded to client inquiries, scheduled property viewings, and executed timely lead follow-ups to support sales pipelines. • Updated and maintained property listings across multiple real estate platforms and social media channels, ensuring accuracy, compliance, and brand consistency. • Managed CRM systems to track leads, organize contacts, and maintain detailed interaction histories. • Built and maintained a structured lead database, capturing client preferences, notes, and follow-up actions. • Conducted cold calling and cold messaging campaigns to engage potential sellers and qualify leads