Efrain R.

Experienced Real Estate & Mortgage Operations Assistant with 5+ years of hands-on experience supporting Real Estate Brokers, Loan Officers, and Transaction Coordinators. I specialize in managing the end-to-end operational workflow of real estate and mortgage transactions, from initial lead and listing setup to file processing, third-party coordination, and post-closing reconciliation. Core Capabilities & Services: Mortgage Processing & Closing Support - File Setup & Submission: Organizing loan files, collecting property/tax documentation, and preparing submission packages. - Third-Party Coordination: Issuing formal Title Requests, Insurance Requests (Hazard/Flood), and Verification of Employment (VOE) forms. - Title Clearances: Contacting municipal entities for lien resolution steps and coordinating estoppel ordering instructions with property management companies. - Closing Preparation:Drafting Disbursement Sheets (incorporating broker compensation, credit reports, and vendor invoices) and packaging wire instructions. - Post-Closing Reconciliation:Reconciling Cash to Close figures against Executed Closing Packages and updating loan data in Calyx Point. Real Estate Transaction Coordination & Admin Support - Document Preparation: Preparing real estate agreements via DocuSign (Seller Net Sheets, Leases, Addendums, Commission Agreements). - MLS & Listing Support: Creating, uploading, and updating property listings on MLS / Matrix. - CRM & Workflow Management: Managing pipelines, automations, and client communications using Follow Up Boss. - Property Research: Extracting property data using platforms like Remine, Upnest, and County Appraiser portals. Marketing & Value-Added Support Social Media & Content: Creating basic social media posts/reels for active listings and brand promotion. Email Marketing: Supporting client newsletters and email campaigns. Tech Stack: Mortgage & RE Software: Calyx Point, MLS / Matrix, DocuSign, Remine, Follow Up Boss. Marketing & CRM: Flodesk, Canva, GoDaddy, Swap, Photoshop, Illustrator. Productivity: Google Workspace, Trello, Google Docs/Sheets, PDF Editors. I am highly organized, proactive, and detail-oriented, ensuring every file moves smoothly toward a successful closing. Let’s connect to discuss how I can streamline your operations!