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Rica Anne Umali

@ricaanneumali

Mortgage Operations Team Lead at First Source Solutions Ltd. overseeing US mortgage workflows, HOA/HOI processes, and KPI reporting.

Philippines

Message

What I'm looking for

I’m transitioning into virtual assistance, focusing on mortgage operations and real estate administrative support to help clients streamline operations and maintain efficient workflows.

At First Source Solutions Ltd., I oversee daily US mortgage operations and make sure tasks are completed accurately and within deadlines. I coordinate workflows and handle escalations and process-related concerns.

I monitor team productivity, performance, and operational KPIs, and prepare daily, weekly, and monthly reports. I also monitor HOA/HOI processes and service level targets.

Using Encompass and Excel, I perform data validation and account reconciliation. I identify process gaps and recommend improvements, and I’m transitioning into virtual assistance focused on mortgage operations and real estate administrative support.

Experience

Work history, roles, and key accomplishments

Current

Team Lead – US Mortgage Operations

Current

First Source Solutions Ltd.

Jan 2019 - Present (7 years 10 months)

Oversee daily US mortgage operations, ensuring tasks are completed accurately and within deadlines. Monitor team productivity, performance, and operational KPIs; prepare daily, weekly, and monthly performance reports.