Your Reliable Virtual AssistanceYour Reliable Virtual Assistance

Key Achievements:

Conducted candidate interviews for specific roles and recorded details in Excel Assisted with onboarding sessions, presenting company values, mission, vision, and benefits Supported HR team with hiring and orientation tasks as needed

Key Achievements:

Scrubbed bank statements to verify funding, identify active MCAs, and flag discrepancies Communicated with brokers through Gmail and escalated questionable cases to supervisors Processed files within 15 minutes while ensuring accuracy, confidentiality, and compliance Assisted clients and brokers via live chat, reviewing financial documents for MCA applications in Zoho CRM

Key Achievements:

Guided borrowers through the mortgage process, explaining documentation and clarifying requirements. Delivered empathetic and professional support during complex or stressful situations Assisted clients with mortgage-related insurance claims, ensuring accuracy and timely processing.

Key Achievements:

Answered inbound financial calls and addressed customer concerns with clarity and professionalism. Made outbound calls for verifications, follow-ups, and account-owner communication. Maintained confidentiality while handling sensitive financial information.

Key Achievements:

Reached out to potential leads via social media to promote AI automation services Used CRM tools and Google Sheets for lead tracking and follow-ups to support acquisition goals. Identified client pain points and presented solutions using AI appointment setter tools to improve lead conversion efficiency. Sent an average of 40 direct messages and 20 follow-ups daily, targeting coaches, consultants, and agency owners

Key Achievements:

Handled inbound and outbound customer calls, assisting shoppers with questions, orders, and account inquiries. Monitored and tracked customer orders, providing updates and resolving issues promptly. Processed payments, refunds, exchanges, and returns accurately and efficiently.Handled inbound and outbound customer calls, assisting shoppers with questions, orders, and account inquiries.

Key Achievements:

Coordinated appointments and managed schedules for clients. Communicated effectively with prospects and ensured proper follow-up. Maintained professional communication and consistent follow-ups to ensure a smooth booking process.