Real Estate Virtual AssistantReal Estate Virtual Assistant
Shawn
ID Verified$600
per month
($3/hour)
Profile Description
Results-driven Customer Service Representative with advanced expertise in client relationship management, issue resolution, and process optimization. Highly skilled in managing high-volume customer interactions while maintaining accuracy in documentation and compliance standards. Brings 6 months of specialized experience as a Real Estate Virtual Assistant (Mortgage Notes), with hands-on proficiency in lead generation, outbound prospecting, appointment scheduling, CRM data management, social medi...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Design & Creative
Sales & Business Development
Work Experience
Real Estate Virtual Assistant (Part-Time)
Jackson King Consulting
Jun 2025 - Present
Key Achievements:
Conduct outbound calls to generated leads from various platforms (including Dealio) to qualify sellers based on mortgage note buybox criteria. Create Canva content and email campaigns for lead generation; manage engagement on Meta and LinkedIn, track prospects using Excel/spreadsheets, and coordinate appointments through Google Calendar while providing administrative support. Perform financial statement analysis on mortgage note sellers to assess cash flows, risk factors, and valuation metrics, supporting data-driven offer pricing recommendations. downtime.
Customer Service Representative
Transworld System Inc
Jan 2022 - Oct 2025
Key Achievements:
Manage homeowners’ insurance compliance for mortgage portfolios by coordinating annual renewals and conducting outbound verification calls with insurance companies, agencies, and underwriters. Update insured policy data in Black Knight to process escrowed premium payments and manually verify payment arrangements for non-escrow insurance policies. Update insurance policy records to designate Wells Fargo as the first lien holder.
Pharmacy Helpdesk Representative
Teleperformance PH
Jul 2021 - Dec 2021
Key Achievements:
Address client inquiries regarding health insurance, including benefits and policy maintenance. Coordinate prescription refills by ordering prescribed medications to the insured’s nearest pharmacy. Assess medical authorizations to determine insurance coverage for prescribed medications