Real-Estate VA | Data Encoder | DocGen & Filevine Specialist

Overview

Looking for part-time work (5 hours/day)

at $7.00/hour ($770.00/month)

College Graduate

Last Active

April 16th, 2024 (9 days ago)

Member Since

May 7th, 2020

Profile Description

Filevine Specialist
I am working as Filevine Specialist since May 2021. I already work for 15+ personal injury law firms. I am knowledgeable when it comes to Filevine Back-end development, and this includes the following:
- Creation of Project Types with built-in sections and custom sections (both Static and Collection)
- Proper use of field types and widgets for the requested custom fields
- Setting up Taskflows that are triggered when the phase changes and when the taskflow button is triggered
- Setting up Vitals, Phases, and Folders
- Setting up Deadline Chains, i.e. Court Deadlines
- Setting up Reminder Schedules that are used for different deadline fields and Deadline Chains
- Adding and customizing fields for each contact type in Contact Setup
- Adding Auto-tags
- Creation of Reports
- Adding and customizing roles in Roles Setup
- Managing of tags (hashtags) in Tag Manager
- Coding of DocGen templates using mergefields and adding conditional fields if necessary
- Coding of reportFusion templates using mergefields and adding conditional fields if necessary
- Simple Lead Docket to Filevine integration
- Simple Filevine to Documate integration using Zapier
- Manual Data Migration from your old CMS to Filevine
In addition to this, I am also have experience in actual creation of cases in Filevine, including manual data entry of information to different sections, uploading of case documents to designated folders, and any other admin tasks needed in Filevine.

JotForm & CognitoForms
I have experience creating different forms in Jotform and CognitoForms for different companies in US, Canada, and Australia. I know how to do simple integrations and also, adding visibility logic to fields.

Real Estate VA
I worked for more than a year as Real Estate VA for several US Real Estate Companies and Realtors. My work focused on managing leads in the Google Spreadsheet and Microsoft Excel, sorting leads and deleting leads based on the latest year the land/property was sold and other aspects, taking down notes and documenting details from our client's emails and voicemails, skip tracing, creating warranty deeds and land contracts, and checking details about the property based on the Due Diligence Checklist. My experience is more on data extraction, creation of documents needed for closing deals, sending emails to clients for follow-up, and document & task management. Mostly, admin tasks that does not require calls.

Other Specializations/Work Experience:
PDF to Word conversion
Manual Web App & Mob App Testing: Creation of test scenarios and debugging
Elementary & Secondary Math Tutorial
Project Management
Creation of Workflows and coding of templates in Documate
Creation of simple zaps in Zapier
Customization of Sharepoint

Proven Skills:
Tech Savvy
Fast learner (always eager to learn)
Fast typing (60WPM+)
Time management
Detail-oriented
Analytical
Results-oriented
Well-organized
Multi-tasking