Jonathan Ray

Mortgage Analyst / Admin Assistant

Not Found • Freelance

Sep 2017 - Apr 2026 • 8 yrs 7 mos

• Conduct quality assurance evaluations by auditing calls of Sales and Placement Support Specialists • Provide feedback and suggests action plans to help improve performance • Complete income calculations • Review documentation for accuracy and errors • Research unclear scenarios • Perform verification of employments • Draft update emails and issue pre-approval letters for clients • Review and approve real estate documents to ensure a successful listing and closing • Coordinate with agents to ensure all required documents are submitted and uploaded on time • Post our for sale and for rent property listings in the MLS and other websites • Email management • Organize and manage all company files in Gdrive • Create Powerpoint presentations for my client’s monthly meetings with members • Create and send out invoices for all member closings • Property Management in Buildium. I manage all rental properties’ documents. • Gathered data through research to create insurance quotes for existing and potential new clients • Prepare insurance documents and coordinate with clients and partner couriers to process any requests or changes • Communicate information regularly to clients through email and texts