Virtual Professional for Administrative and Customer Service

I scheduled Account Executives calendar for their potential lead meeting. I approved marketing installations in the company's calendar. I compiled email addresses from a list then I uploaded and scheduled the said list to be sent out in an email outreach platform.

I processed customer service email correspondences from real estate brokers, advisors, land agent and clients. I documented and forwarded customer service emails to appropriate folders and parties respectively. I sent out pre-installation and post-installation email details to customer. I downloaded Overall Brand Reports and email it regularly to Customer Service Management. I answered billing and accounting email inquiries.

I researched on the following: backpacking details, finance blogs, horse racing related websites, summary for How To Leverage a Podcast, Food blogs, fitness blogs, small business forums, online diaper research, accounting services, expired domains, and competitors.

I delegated to the client and his appraisers the addresses of what appraisals that they will work on. I updated the Trello board of appraisers and appraisal platforms of lenders with the status of the appraisals. I created zap files, and filled out the appraisal forms for the client’s appraisal business and shared the files using Dropbox. I plotted the due date of the appraisals in Google Calendar

I documented and forwarded customer service emails to appropriate folders and parties respectively. I uploaded documents and photos, created key dates, created tasks, modified status, and created notes for different properties

I created invoices, subscriptions, and validation links for the clients using Stripe. I charged clients for SMS/MMS usage. I processed credit card payments of the customers’ past due invoices, I sent payment reminders via email. I updated the Account Receivable sheet for regular monitoring. I answered billing and accounting email inquiries.

I created and installed accounts for their marketing platformI created and installed accounts for their marketing platform