2010-2014
Bachelor of Elementary Education
Assumption Collage of Davao
More Info About Me
Hey, I’m Richel Galvez. I got my start in the mortgage world with Amerisave Mortgage Corporation, handling VOEs. From there, I moved to New American Funding as a Jr. Loan Processor, managing documents in Encompass—things like payoffs, mortgage statements, and VOEs. I continued to grow my mortgage experience with CrossCountry Mortgage, where I helped set up loans, pulled credit, checked borrower docs, and handled initial disclosures.
Alongside my mortgage background, I’ve spent over three years as a Lead Generation and Cold Email Outreach specialist, working with a range of industries—from startups to agencies. I focus on creating personalized emails that build strong, long-term relationships with leads. I’m proficient with tools like Apollo.io, LinkedIn Sales Navigator, and HubSpot, ensuring I can identify and nurture the right opportunities.
I thrive behind the scenes, keeping things organized and moving smoothly. Whether it’s managing mortgage workflows or generating leads, I’m all about getting things done with attention to detail and efficiency.
My Skills and Competencies
Mortgage Loan Process
Property Research
Lead Generation Expert
Canva Presentation Making
Email Marketing
Customer Service
Data Entry
Email Management
Light Social Media Management
Loan Coordination and Document Verification
Certificates
My Experience and Education
2024
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2025
Nightowl Consulting Philippines
(Loan Assistant)
• Set up loans in Encompass for initial disclosures
• Enter contracts and loan details into Encompass
• Request escrow and title docs
• Order required documents (HOI, payoff, appraisal, credit report, FHA case number)
• Request written and verbal VOEs
• Verify documents
• Input loan details into Jungo (CRM)
2023
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2024
Badr Innovations
(Administrative Assistant (Part-Time))
• Identify and engage potential leads, schedule meetings, and maintain confidentiality.
• Coordinate administrative tasks for senior managers, including meeting planning and travel arrangements.
• Serve as a reliable point of contact for internal and external clients, ensuring smooth communication and support.
2023
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2024
CTA Integrity
(Partner Success Specialist)
• Assist clients with BOI reporting and ensure timely document submission.
• Provide regular status updates and address client inquiries.
• Ensure accurate CRM (HubSpot) updates and follow up on missing information.
2022
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2023
ERC Integrity
(Lead Generation Specialist)
• Conducted research and identified potential leads for a software and tax refund company.
• Qualified and nurtured leads by providing relevant information and resources.
• Proficient in crafting highly personalized initial outreach emails.
• Built relationships with clients and partners to expand lead-generation efforts.
2021
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2023
Flatworld Solutions Philippines
(Junior Loan Processor)
• Assisted in mortgage loan processing, verifying documentation, and tracking loan status.
• Reviewed loan files for completeness and accuracy, ensuring compliance with regulations.
• Managed a loan pipeline efficiently, coordinating with underwriters for approval.
2020
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2021
Freelancer
(General Virtual Assistant)
• Performed accurate data entry and email management tasks.
• Scheduled appointments and meetings, and created and maintained spreadsheets.
• Provided general administrative support and managed social media accounts.
2019
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2019
Kealanya Corporation
(Market Specialist)
• Worked with engineers to determine industrial product needs.
• Created accurate product quotes and monitored product performance.
• Stayed updated with industry trends to effectively promote and sell industrial products.
2018
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2019
Yalla Delivery Services
(Admin and Finance)
• Managed financial records, payroll, and benefits.
• Provided administrative support, scheduled deliveries, and purchased office supplies.
• Ensured timely and efficient product and service delivery.
2017
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2018
iLucent Solutions
(Medical Biller)
• Reviewed and processed medical claims, resolving billing issues.
• Submitted claims to insurance companies and followed up on outstanding claims.
• Stayed compliant with medical billing regulations and policies.
2014
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2017
Teleperformance Philippines
(Customer Service Representative)
• Responded to customer inquiries regarding insurance coverage, claims, and billing.
• Assisted customers with insurance plan changes and enrollment.
• Processed insurance claims and resolved customer issues efficiently.
My Services
Mortgage Loan Process
Validate data, verify references, review file, fix errors, investigate discrepancies.
Customer Service
Addressing client issues, orders, and inquiries, prioritizing personalized solutions, and putting customer needs first.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Lead Generation Expert
Support in building a pipeline of leads to meet business plans, quotas and company objectives.