I'M A VERSATILE VA!I am a seasoned professional with over 9 years of diverse experience in accounting, banking, and business development. My expertise lies in crafting comprehensive business plans and feasibility studies, delivering accurate bookkeeping, conducting financial forecasting and analysis, and interpreting financial results to drive strategic decision-making.Key Highlights of My Professional Journey:~Freelance Virtual Assistant & Bookkeeper (3+ years)

Working as Compliance Mortgage Underwriting in Canada Mortgage Brokerage.The following are some of my responsibilities according to the position in my previous work:As a marketing assistant/Mortgage loans assistant under Real Estate loans:-to coordinate with the broker/developer regarding the documents needed for compliance.-to document approved accounts for the client’s signature and make sure all pertinent documents are complied with and complete for booking.-admi

I am a VIRTUAL ADMIN ASSISTANT with experience in providing virtual support to the Administrative team in an effort to effectively and efficiently manage and organize documents that flow in and out as aligned with the company’s goal of delivering the best Immigration and Education Consulting services, exceptionally meticulous, edit documents for clients, input data, or review paperwork for potential errors and send email and respond to clients inquiry, strong multi-taskers when on the job,

*Assist in the loan application process such as collecting needed documents and reviewing the borrower’s information and documents submitted.*Assist during the loan procedure by being a mediator between borrowers, loan officers, and other parties involved in the process*Handling clients inquiries and provide a step-by-step guide for the loan application process*Maintaining and updating the records on the mortgage company's database.*Payroll Management *Scheduling me

Highly skilled Virtual Assistant with over 13 years of experience in administrative support, customer service, and real estate transaction coordination. Proficient in tools like Google Workspace, CRMs (Salesforce, Airtable, Trello), Arive, Floify and project management systems. Known for exceptional organizational skills, attention to detail, and the ability to manage multiple tasks efficiently. Dedicated to providing top-notch service, building strong client relationships, and contributing to b

Turning rejections into results. Let's grow your client base!As an A+ Cold Caller, I possess exceptional communication and persuasion skills that allow me to engage potential clients effectively, build rapport, and drive successful sales conversions. With a passion for building relationships and a deep understanding of customer needs, I excel in initiating productive conversations, whether for financial services, mortgage products, or investments.In my role as a Fin

Seeking a challenging position in a reputable organization to expand my knowledge, skills, and experience while contributing to the company's growth.Interested in a role as Financial/Accounting Staff/Loan Coordinator/Loan Processor Assistant at BPO Industries. Experienced in business management and accounting. Can develop financial and mortgage processes and manage accounts effectively.Highly organized and diligent individual seeking a position to gain practical experience and develop profession

I have a humble beginning in my BPO career on a local account (year 2005) then moved to an international account (year 2006) both as a customer facing specialist.Then in 2008 I leveraged into a Telco account as a Technical and Billing Support ( Telecom New Zealand). Opportunity favored when I started my career with JP Morgan Chase in March of 2010 as a Loss Mitigation Counselor that handles mortgage payment collection and payment options. Then I engaged with a loan application job ( US Mor

Operations Analyst - Reconciliation. Fund Accountant. Virtual Bookkeeper. Loan Processor.

I have 5 years of experience as a Mortgage Broker Assistant and 3 years as a Mortgage Bank Consultant in Australia. My expertise includes ordering valuations for various banks, managing bank forms, and conducting follow-ups from pre-approval to post-settlement. I also have a strong focus on pricing and data entry.I’m proficient in using CRMs such as Mercury and Salestrekker, which helps streamline processes and enhance client relationships. I’m excited about the opportunity to bring