I am a Filipino Virtual Assistant specializing in Sales, Lead Generation, Appointment Setting, and AU Mortgage Support, with strong experience in outbound calling, account management, and CRM-driven workflows. I help businesses convert leads, retain clients, and streamline processes through solution-based selling and organized backend support.
I have extensive experience following up and qualifying leads via outbound calls, offering tailored solutions, and converting prospects into long-term clients. In my sales roles, I consistently handled 60+ calls per day with 2–4 hours of talk time, exceeded sales targets, and built strong relationships with decision-makers through regular follow-ups and after-sales support.
I also bring hands-on experience in Australian mortgage processing, providing end-to-end support to brokers—from initial client engagement to post-settlement reviews. My responsibilities included conducting client interviews and fact-finds, collecting and reviewing financial documents (PAYG, self-employed, trust, SMSF), managing CRM records, preparing and tracking loan applications via ApplyOnline, coordinating valuations and ID checks, and liaising with lenders until settlement.
I am highly proficient in CRM systems such as HubSpot, Salesforce, Zoho, Zendesk, and broker platforms, as well as softphones like Intercom, Amazon Connect, Mitel, and Micollab. I’m comfortable using Google Workspace, Microsoft Office, ticketing systems, and collaboration tools to ensure smooth communication and efficient workflows.
I am available for full-time work, reliable, detail-oriented, and results-driven—ready to support your sales, customer engagement, or mortgage operations with professionalism and consistency.