I am looking for a fully remote administrative, data entry, or written customer support role (email/live chat) with flexible working hours.
I thrive in autonomous, detail-driven environments
Open to opportunities
Rachel Gibbs
@rachel92
Finance Admin Specialist focused on backend loan processing, document verification, and resolving complex inquiries via email and live chat.
New ZealandWhat I'm looking for
I am a Senior Financial Operations & Administrative Specialist with over 10 years of experience managing complex documentation, CRM pipelines, and back-office workflows across mortgage broking, banking, and regulated lending.
My core expertise centers on end-to-end administration: high-accuracy data entry, file auditing, payment reconciliations, document verification, and managing application lifecycles from intake to completion. Having worked across residential, buy-to-let, equity-loan redemptions, and commercial finance, I excel at conducting thorough compliance checks (AML, Responsible Lending, PSD2) and managing complex written cases via email, live chat, and ticketing systems.
Experience
Work history, roles, and key accomplishments
Investigated and resolved complaints, working closely with customers and departments to ensure positive outcomes. Supported customers via phone, email, and live chat.
HE
Customer Service Advisor
Homes England
May 2023 - Sep 2023 (4 months)
Managed customer enquiries related to equity loans and staircasing via phone, email, or post. Interpreted shared ownership leases and equity mortgages to provide accurate information and maintained audit-compliant records.
NL
Mortgage Advisor
Ngage Finance Ltd
Feb 2022 - Jul 2023 (1 year 5 months)
Assessed clients' financial situations to provide suitable mortgage solutions and liaised with lenders, solicitors, and other stakeholders to facilitate the mortgage process. Maintained up-to-date knowledge of mortgage products and market trends while ensuring compliance with FCA regulations.
Mortgage Advisor
Better.co.uk
Jul 2022 - Apr 2023 (9 months)
Conducted comprehensive assessments of clients' financial situations to determine suitable mortgage options. Managed the end-to-end mortgage application process, ensuring timely and accurate submissions.
Education
Degrees, certifications, and relevant coursework
Rachel hasn't added their education
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Tech stack
Software and tools used professionally
Availability
Open to opportunities
Location
New ZealandAuthorized to work in
Job categories
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