Virtual Assistant

Worked directly with the Operations Manager in handling daily operational and administrative tasks. Managed customer support through chat, email, and phone while coordinating with internal teams for order updates and issue resolution. Handled backend operations including order processing, shipment tracking, label creation, and shipping coordination using ShipStation. Processed invoices and monitored payments using QuickBooks and PayPal. Performed data entry, documentation, reporting, and case management using Google Sheets and internal systems. Assisted with appointment scheduling, workflow coordination, and daily operational follow-ups. Maintained strong customer relationships through clear communication, problem-solving, and timely updates.

Reviewed financial documents for MCA applications using Zoho CRM. Scrubbed bank statements to verify funding and identify discrepancies. Communicated with brokers via Gmail and escalated questionable cases. Processed files efficiently within 15 minutes while maintaining accuracy and compliance.

Assisted clients with mortgage-related insurance claims. Guided borrowers through documentation and loan processes. Delivered professional and empathetic customer support.

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.

Assisted customers with purchases, returns, and product inquiries. Delivered excellent service during high-volume periods. Supported smooth retail operations during peak seasons.

Coordinated appointments and managed client schedules. Communicated effectively with prospects and ensured proper follow-ups.