Rachelle Judan Balbin

I am a highly dependable and detail-oriented professional with extensive experience in administrative support, loan processing, customer service, and documentation management. Throughout my career, I have developed a strong foundation in handling client inquiries, organizing records, managing schedules, and ensuring smooth operational workflows. My background in loan processing has strengthened my ability to manage sensitive information, perform accurate data entry, complete credit checks, and assist clients throughout the application process. These responsibilities have shaped me into someone who is thorough, organized, and capable of maintaining accuracy even under high-volume workloads.

In my role as a Loan Officer Assistant, I handled a wide range of tasks including coordinating borrower documentation, reviewing requirements, updating CRM pipelines, managing appointment schedules, and supporting clients throughout their loan application journey. This experience allowed me to develop strong analytical skills, a deep understanding of documentation procedures, and the ability to navigate multiple systems such as ARIVE LOS, LendingPad, Advantage Credit, and UWM platforms. I am comfortable working independently and taking initiative when needed, while also collaborating effectively with team members.

My background in customer service and technical support further strengthened my communication skills and adaptability. I managed incoming calls and chats, resolved concerns with professionalism, and maintained a positive and helpful approach. These roles taught me how to remain calm under pressure, respond quickly to client needs, and ensure every interaction is clear, respectful, and solution-focused. I have also handled database management, spreadsheet tracking, and recordkeeping, which improved my attention to detail and accuracy.

In addition to administrative and service-based roles, I gained marketing and outreach experience as an Account Executive, where I created promotional materials using Canva and Adobe Photoshop, coordinated meetings with school heads, and presented program details. This helped me build confidence in presenting information, managing relationships, and supporting business development activities.

Across all my roles, I have developed strong skills in multitasking, prioritizing tasks, and adapting to new systems and procedures quickly. I am proficient with Microsoft 365 tools, CRM platforms, and various software used for documentation and workflow management. My strengths include organization, professionalism, communication, problem-solving, and the ability to deliver consistent, high-quality work. I bring a positive attitude, a strong work ethic, and a commitment to contributing to any team’s success.