Tejaswi G.

Hi, Are you looking for someone who can help you with US Mortgage Underwriting, or Insurance Agent who can help you with all the services, or a Customer service executive to help your business? Come and look over my profile... I'm an Operations Specialist in US Insurance and US Mortgage with 10+ years of experience helping insurance agencies, mortgage lenders, private lenders, brokers, real estate investors, and financial service companies streamline their operations. I specialize in taking complex operational workloads off your team so you can focus on growing your business. Whether you need policy servicing, underwriting support, loan processing, claims coordination, CRM management, quoting, customer service, bookkeeping, or virtual assistance—I can handle it with accuracy and efficiency. Throughout my career, I have worked with multiple US agencies, mortgage lenders, wholesale lenders, private lenders, insurance brokers, and investment firms supporting both commercial and residential operations. WHAT I CAN DO PROPERTY & CASUALTY INSURANCE • Commercial Insurance • Personal Lines Insurance • Transportation Insurance • Policies: BOP, General Liability, Commercial Auto, Workers Compensation, Umbrella, Property Insurance, Homeowners and other policies (E&O, Professional Liability, Inland Marine, Cyber, Physical damage, Cargo etc) INSURANCE OPERATIONS • Policy Servicing, Renewals & Endorsements • Policy Issuance • New Business & Renewal Processing • Audits • Certificates of Insurance (COI) ACORD Forms (Accord 25, Accord 26, Accord 27, Accord 28, Accord 29 • Loss Runs • Client and lead management • Submissions and Binders • Quoting & Proposal Preparation • Billing Support • Claims Management • Notice of Cancellation, Reinstatements • Policy Reviews • Underwriting Assistance • Carrier Communication and Client Service • CRM Updates • Agency Management MORTGAGE SERVICES • Conventional, FHA, VA, USDA, Non-QM & DSCR Loans • HELOC loans • Hard Money, Bridge, Construction & Fix-and-Flip Loans • Purchase and Cash-Out Refinance • Investment Property Loans • Rental Portfolio Loans • Foreign National Loans • Pay histories and Loan modification documents LOAN PROCESSING • Loan Intake to Loan Submission • Mortgage Underwriting • 4C’s Application: Credit, Income & Asset Analysis and Appraisal Review • Bank Statement Analysis • AUS Review - Desktop Underwriter (DU) & Loan Product Advisor (LPA) • Conditions Review and Clearing • Loan Closing, Title and Insurance Coordination • Pipeline Management • Borrower, Lender & Investor Communication • Real Estate Assistance CLIENTS EXPERIENCE: Insurance clients: SelectSolutions Insurance, CRC insurance services, Atlas Insurance, Risk Placement Services, Ross Insurance, Trucking logistics etc Mortgage Investors: Deephaven, Oaktree, Loanstream, Northpointe, 5th street, kind lending, ACC Mortgage, A&D, Mission Capital etc for DSCR, Non-QM and HELOC loans. VIRTUAL ASSISTANT SERVICES • Email, Calendar and CRM Management • Data Entry, Research and Reporting • Client Communication • SOP Documentation • Project Management and Team Coordination • Administrative Support SOFTWARE EXPERIENCE Insurance: AMS360, Applied Epic, Sagitta, Vertafore, TAM, NOWCerts, CSR24, Image Right, Citrix, Mortgage: Empower, Lending Wise, Lauramac, Encompass, Mavent (Compliance Review), Compliance Reports Business Tools: Microsoft Office (Outlook, Excel, Word, Calendar, Email), Google Workspace, Adobe Acrobat, Monday, Asana, Trello, Zoom, HubSpot CRM, Zoho CRM, Figma, Excalidraw, QuickBooks, JotForm, Connecteam, GoHighLevel. I also leverage AI tools to improve workflow efficiency, documentation, communication, and operational productivity. I require minimal training and can quickly integrate into your team. My goal is to build long-term partnerships by delivering reliable, accurate, and high-quality support that helps your business grow.