I am a reliable and detail-oriented Virtual Assistant with 9+ years of experience in administrative support, customer service, accounting, and mortgage/real estate assistance. I specialize in helping business owners and brokers streamline operations, stay organized, and deliver excellent service to their clients.
Currently working as a Mortgage and Administrative Support Assistant, I support New Zealand clients by managing communications, coordinating with banks, processing loan and mortgage requests, and ensuring all client records are accurate and up to date in CRM systems. I also review and organize client documents, assist with loan applications, and prepare borrowing summaries to assess client capacity.
In addition, I have experience in real estate and insurance support—researching property listings, preparing quote sheets, coordinating with quoting teams, and creating marketing materials such as insurance flyers for open houses.
With a strong background in accounting, I can also assist with financial records, reconciliations, invoicing, and data accuracy.
Here’s what I can help you with:
-Customer support (phone,
-CRM management & data entry
-Appointment setting & admin tasks
-Mortgage & loan processing support
-Property research & insurance coordination
-Basic accounting & bookkeeping support
-Document review & organization
I am proactive, organized, and committed to delivering accurate, high-quality work on time. I can work independently with minimal supervision and quickly adapt to new tools and systems.
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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