Open to opportunities

Karla Rico

@karlarico

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Senior loan coordinator focused on compliant processing, accurate records, and client-ready communication.

Philippines

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What I'm looking for

I’m looking for a mortgage/loan operations role where I can manage end-to-end loan processing, ensure compliance and audit-ready documentation, and partner with brokers and lenders to deliver fast, high-quality outcomes.

I’m an experienced and detail-oriented professional with a diverse background in mortgage operations, banking, customer service, administration, training, and education. I bring proven ability to manage complex processes, maintain accurate records, deliver high-quality customer service, and collaborate effectively with clients and stakeholders.

In my current role as a Broker Admin at Lendi Services, Inc., I process loan applications while ensuring compliance with lender policies and Australian regulations. I review and verify client documents, act as a primary point of contact for clients, liaise with lenders to manage application progress and conditions, and maintain accurate, compliant, audit-ready records in CRM systems while monitoring loan pipelines from inquiry through settlement.

Previously as a Senior Loan Coordinator at Bluestone Servicing, I led onboarding and training of Loan Coordinators, delivered training programs, and conducted performance assessments. Across my loan coordinator roles, I reviewed applications and supporting documents for accuracy and credit risk, ensured compliance with lending policies and regulatory requirements, and coordinated with brokers, underwriters, and aggregators to keep approvals and processing on track—always with strong communication, problem-solving, documentation management, and process improvement.

Experience

Work history, roles, and key accomplishments

Broker Admin

Lendi Services, Inc

May 2025 - May 2026 (1 year)

Processed loan applications while ensuring compliance with lender policies and Australian regulations. Acted as the primary client contact and coordinated with lenders to manage application progress through approvals and settlements.

Compliance Management And Client Coordination Loan Pipeline Management Document Verification Process Improvement

Senior Loan Coordinator

Bluestone Servicing

Aug 2023 - Feb 2024 (6 months)

Led onboarding and training of Loan Coordinators and delivered training programs with performance assessments. Supported loan assessment operations while ensuring work aligned with lending requirements.

Training Loan Assessment Support Process Improvement Broker & Underwriter Coordination Communication Skills

Loan Coordinator

Bluestone Servicing

Apr 2021 - Jul 2023 (2 years 3 months)

Reviewed loan applications and supporting documents for accuracy and credit risk while ensuring compliance with lending policies and regulatory requirements. Coordinated with brokers, underwriters, and aggregators and monitored the loan pipeline to support timely processing and approvals.

Loan Processing Credit Risk Communication

Administrative Assistant

Everest Garage

Dec 2019 - Mar 2021 (1 year 3 months)

Provided administrative support to support day-to-day business operations. Managed records and supported process organization through documentation and basic data handling.

Administrative Support Documentation Management Communication Skills Microsoft Office Suite Google Workspace Process Improvement

Online ESL Teacher

Clasing ELTS

Aug 2020 - Dec 2020 (4 months)

Taught online ESL lessons on a part-time basis. Applied strong communication and customer-focused skills to support learners in a remote setting.

Online ESL Teaching Communication Skills Training Relationship Management Microsoft Office Suite Google Workspace Documentation Management

Lending Support Officer

Bluestone Servicing

Jan 2019 - Nov 2019 (10 months)

Provided lending support by assisting with loan documentation and operational processing. Maintained accurate records and supported compliance-focused administration for loan workflows.

Loan Processing Communication Skills CRM Systems Administrative Support Process Improvement

Online ESL Teacher

JP English Corp

Feb 2018 - Jan 2019 (11 months)

Provided part-time online ESL instruction. Used clear communication and problem-solving skills to support learners and maintain an effective learning environment.

Online ESL Teaching Communication Skills Training Problem Solving Relationship Management Microsoft Office Suite Google Workspace Documentation Management

Account Protection Specialist

American Express

Jan 2016 - Jan 2017 (1 year)

Worked as an Account Protection Specialist, supporting customer account needs. Delivered customer service with a focus on following policies and maintaining accurate documentation.

Account Protection Communication Skills Problem Solving Documentation Management Record keeping Relationship Management

Customer Support Role

JP Morgan Chase Bank

Jan 2010 - Jan 2015 (5 years)

Provided customer support in banking operations. Handled customer requests using strong communication and problem-solving skills while maintaining accurate records.

Customer Support Communication Skills Problem Solving Documentation Management Relationship Management

Customer Service Specialist

Telecom Accounts

Jan 2007 - Jan 2010 (3 years)

Provided customer service support for telecom accounts. Delivered responsive support using communication and problem-solving to resolve customer issues.

Communication Skills Problem Solving Documentation Management Relationship Management