Jacqueline Melendez

Managed contract setup, billing adjustments, and account updates to ensure accurate and timely processing. Coordinated with partners to complete equipment orders, reviewed lease documentation for compliance, investigated billing discrepancies, and generated operational reports for workflow tracking.

Oversaw daily office operations and administrative workflows, ensuring transaction files were audited for accuracy and compliance. Supported onboarding and training, coordinated marketing initiatives and office communications, and managed vendor relationships and IT support requests.

Managed residential loan files from submission through closing, reviewing documentation for underwriting and regulatory compliance. Used LOS and AUS systems to monitor loan status and pipeline activity, coordinating with lenders and underwriters to resolve documentation issues and maintain state and federal mortgage requirements.

Processed equipment orders, lease applications, and funding requests while entering and maintaining accurate customer and contract records. Tracked approvals, billing, and funding activities, processed payment transactions and account updates, and coordinated equipment exchanges and returns while resolving operational issues.

Managed residential mortgage applications from intake through closing, ensuring documentation accuracy and regulatory compliance. Coordinated loan processing activities to support a complete and compliant closing process.

Supported mortgage consultants with loan processing and administrative functions, including pipeline tracking and funding spreadsheet maintenance. Coordinated documentation collection and file preparation, assisted compliance reviews for loan file accuracy, and managed correspondence and records to support contractor validation requirements.