Executive Virtual Assistant | Mortgage Processing Support | CRM & Bookkeeping Sp

Accurate and detail-oriented in entering, updating, and maintaining data across various systems and spreadsheets. Experienced in handling large volumes of information while ensuring accuracy, confidentiality, and timely completion.

On Upwork, I handled general administrative tasks assigned by my client. I worked eight hours a day with a time tracker to monitor my work and assess my efficiency. My inputs were managed in a Google Sheet to keep them organized. I also used the ChatGPT tool to assist with my work, as recommended by my client.

• Conduct pre-qualification processes by analyzing clients’ personal and business credit reports. • Develop customized funding strategies through funding sequencing to create actionable game plans for clients. • Process business credit cards, loans, and lines of credit for clients, ensuring smooth and efficient transactions. • Provide expert advice on the pros and cons of various banks to optimize client funding options. • Master the intricacies of funding sequencing to maximize clients’ chances of securing the best financial solutions. Skills • Funding Sequencing • Financial Analysis & Reporting • Business Credit Reports & Pre-Qualification • Business Credit Cards, Loans & Lines of Credit Processing • Client Relationship Management • Bank Liaison & Funding Strategy Optimization

Assisted customers with product inquiries, order processing, and after-sales support while ensuring a smooth buying experience. Skilled in handling refunds, upselling, and resolving concerns to build customer satisfaction and loyalty.

Experienced in sourcing, screening, and hiring top talent across different roles and industries. Skilled in conducting interviews, reference checks, and onboarding while ensuring a smooth recruitment process. Proactive in finding the right candidates to match business needs.

Provided customer and technical support through email, chat, and phone using platforms such as Gorgias, Zendesk, and Freshdesk. Skilled in troubleshooting issues, handling refunds and inquiries, and ensuring timely, professional assistance to maintain customer satisfaction.

Medical Virtual Assistant at Essential Radiology, my role as a Radiologist Virtual Assistant involved monitoring TurnAroundTime and Radiologist schedules, ensuring final dictation reports is available to the hospital site. Making sure patient information is accurate and complete.I’ve handled inbound and outbound calls using 8 x 8 dialer tools for critical findings , history and clinical information of the PT and any other concerns. Proficient in using Lifetrack Medical System as a stored data base for all patients, Skype and Slack to communicate with the Doctors and Google workspace platforms. I am managing 5 hospitals in a different state in the US. I am well-versed in medical terminologies and I'm confident in my fit for this role.