Jerson

Virtual Assistant, Transaction Coordinator, CSR

Jerson

ID Verified
900/mo
Dipolog, Philippines
Looking for Full-time
10 hours/day
Availability: US / EU / Asia timezone

Profile Description

Highly organized and results-driven Virtual Assistant with over 5 years of experience delivering executive, operations, and administrative support to US and international clients. Experienced as an Operations Manager, Transaction Coordinator, Funding Specialist, and Order Entry Specialist, with a proven ability to manage end-to-end operational workflows, oversee daily operations, ensure process accuracy, and meet strict deadlines. Demonstrated expertise in operations management, executive assis...

Top Skills

CapCut · 5 yearsCrisp · 5 yearsExcel (Advanced) · 5 yearsGoogle Sheets (Advanced) · 5 yearsAdobe Photoshop · 4 years

Skills & Expertise

Customer Success

CrispExpert
Email SupportAdvanced
Technical SupportAdvanced
ZendeskAdvanced
FreshdeskAdvanced

Data & Analytics

Excel (Advanced)Expert
Google Sheets (Advanced)Expert

Design & Creative

CapCutExpert
Adobe PhotoshopAdvanced
CanvaAdvanced
Video EditingAdvanced
Presentation DesignAdvanced

E-commerce & Marketplace

Product Listing OptimizationAdvanced
Order ProcessingAdvanced
Inventory ManagementAdvanced
DropshippingAdvanced
ShopifyIntermediate
eBayIntermediate
Order FulfillmentBeginner

Finance & Accounting

Payroll ProcessingAdvanced
QuickBooksAdvanced
XeroAdvanced
BookkeepingAdvanced

Marketing & Growth

GoHighLevelAdvanced
ChatGPT for MarketingAdvanced
Email MarketingAdvanced
HubSpotAdvanced

Real Estate Operations

MLS ManagementAdvanced
Real Estate ListingIntermediate

Sales & Business Development

NegotiationAdvanced
Zoho CRMAdvanced
Cold Email OutreachAdvanced
Lead GenerationAdvanced
Cold CallingAdvanced
Sales PresentationsAdvanced
Account ManagementAdvanced
SalesforceAdvanced
B2B SalesIntermediate
B2C SalesIntermediate

Work Experience

Operations Manager

Airtalk Mobile Communication

Apr 2024 - Dec 2025

Key Achievements:

Led daily operations of telecommunications services, ensuring seamless service delivery to clients. Managed cross-functional teams to meet and exceed key performance indicators (KPIs) and operational goals.

Email SupportTechnical SupportCrispExcel (Advanced)Google Sheets (Advanced)Adobe PhotoshopCanvaPresentation DesignVideo EditingCapCutProduct Listing OptimizationInventory ManagementDropshippingQuickBooksXeroGoHighLevelPayroll ProcessingBookkeepingChatGPT for MarketingEmail MarketingHubSpotB2B SalesB2C SalesCold Email OutreachLead GenerationSales PresentationsNegotiationCold CallingAccount ManagementZoho CRM

Customer Service Representative

Meir

May 2024 - Mar 2025

Key Achievements:

Provided virtual administrative support for operations, specializing in order entry and backend coordination. Coordinated remotely with logistics and warehouse teams to resolve order, shipment, and delivery issues. Maintained organized records, tracked order status, and ensured timely resolution of client concerns.

Email SupportGoogle Sheets (Advanced)CapCutFreshdeskCrispZendeskExcel (Advanced)Order ProcessingDropshippingeBayOrder FulfillmentProduct Listing OptimizationInventory ManagementChatGPT for MarketingEmail MarketingSales PresentationsNegotiationCold CallingAccount Management

Funding and Review Specialist

Nexa Mortgage

Jan 2023 - May 2024

Key Achievements:

Managed the end-to-end funding process for mortgage loans, ensuring 100% accuracy and timely disbursement. Prepared detailed wire summary breakdowns. Authorized and processed loan disbursements, confirming closing completion with escrow and warehouse banks.

Email SupportCrispExcel (Advanced)Google Sheets (Advanced)Adobe PhotoshopCanvaPresentation DesignOrder ProcessingOrder FulfillmentChatGPT for MarketingGoHighLevelEmail MarketingReal Estate ListingB2B SalesMLS ManagementB2C SalesCold Email OutreachLead GenerationSales PresentationsNegotiationCold CallingAccount ManagementZoho CRM

Order Entry / Fulfillment Status

Teleperformance

Apr 2021 - Jan 2023

Key Achievements:

Processed and validated customer orders, tickets, and shipments through CRM and order management systems to ensure accuracy and timely fulfillment. Managed real-time dispatch coordination, ensuring efficient routing and delivery of orders to Target stores and customers. Handled inbound calls and inquiries from clients, stores, and customers regarding order status, shipment tracking, and delivery concerns.

Email SupportTechnical SupportCrispZendeskExcel (Advanced)CanvaGoogle Sheets (Advanced)Presentation DesignShopifyeBayProduct Listing OptimizationInventory ManagementOrder FulfillmentOrder ProcessingDropshippingBookkeepingChatGPT for MarketingEmail MarketingHubSpotB2B SalesB2C SalesCold Email OutreachLead GenerationSales PresentationsNegotiationCold CallingAccount ManagementSalesforceZoho CRM

Quick Stats

Age28 years
English LevelFluent
ID VerificationVerified