Juliana Scharville
Raleigh
Summary
Highly organized and dependable administrative professional with 7+ years of experience managing complex workflows and deadlines in fast-paced environments. Skilled at coordinating multiple tasks simultaneously, tracking progress, and ensuring timely completion of critical projects. Adept at clear communication and document management to support smooth operations. Quick learner with a proactive mindset and a positive, can-do attitude, eager to contribute as a Virtual Assistant.
Overview
9
9
years of professional experience
Work History
Processor / Loan Officer Assistant
New American Funding
06.2023 - Current
- Track and prioritize loan file tasks and deadlines to ensure smooth progression and timely closings
- Maintain organized electronic and physical files, ensuring all documentation is accurate and easily accessible
- Manage follow-up communications with borrowers and third-party vendors to gather missing information promptly
- Prepare and distribute clear, professional correspondence and loan status updates to clients and internal teams
- Utilize loan software (Encompass) to enter data accurately and update loan statuses throughout the process
- Collaborate with cross-functional teams to troubleshoot issues and support continuous workflow improvement
Loan Officer Assistant
Shamrock Home Loans
04.2021 - 06.2023
- Supported loan officer by collecting documentation, managing pipeline tasks, and communicating with clients and vendors
- Assisted with loan file preparation, compliance checks, and loan submissions for underwriting
- Maintained detailed records and ensured deadlines were consistently met
Loan Officer Assistant
LeaderOne Financial
06.2020 - 04.2021
- Assisted loan officer with collecting borrower documents and updating loan files
- Entered application data and coordinated communication with clients and vendors
Project Coordinator
BCD Meetings & Events
04.2018 - 06.2020
- Coordinated logistics and communications for corporate events including travel, vendor management, and attendee registration
- Developed client communication materials and managed event timelines
- Led coordination for national sales meetings ensuring flawless execution
Financial Services Associate
Fidelity Investments
09.2016 - 04.2018
- Delivered customer service and transaction support to investment clients
- Consistently achieved company performance targets
Education
Bachelor of Arts - Communications
University of North Carolina At Charlotte
Charlotte, NC05-2016
Skills
- Administrative Support
- Calendar & Email Management
- Client & Vendor Communication
- Document Preparation & Management
- Data Entry & Record Keeping
- Microsoft Office (Word, Excel, Outlook)
- Time Management & Multitasking
Timeline
Processor / Loan Officer Assistant
New American Funding
06.2023 - Current
Loan Officer Assistant
Shamrock Home Loans
04.2021 - 06.2023
Loan Officer Assistant
LeaderOne Financial
06.2020 - 04.2021
Project Coordinator
BCD Meetings & Events
04.2018 - 06.2020
Financial Services Associate
Fidelity Investments
09.2016 - 04.2018
Bachelor of Arts - Communications
University of North Carolina At Charlotte
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