Research & Operations VA | Real Estate & Bookkeeping Support

I have long-term experience organizing and maintaining customer, lead, property, and operational data to keep records accurate, up to date, and easy to use. My work includes spreadsheet tracking, CRM updates, support-related record management, data verification, and keeping information structured so teams can review it, act on it, and make decisions more efficiently.

I use research to turn lead information, property data, and market findings into organized, usable information that supports decisions around lead qualification, pricing, reporting, and day-to-day operations. My experience includes property research, comparative market analysis support, lead research and qualification, market and competitor research, and spreadsheet-based reporting.

I have hands-on bookkeeping training and practice in manual bookkeeping and QuickBooks Online, including transaction categorization, bank and credit card reconciliation, Stripe and PayPal reconciliation, adjusting entries, and preparing Balance Sheet and Profit & Loss reports. I’m comfortable supporting organized, accurate financial records and day-to-day bookkeeping tasks behind the scenes.

I used Zendesk for long-term email-based customer support, ticket management, customer record handling, tagging, and organizing support workflows. My experience includes managing high volumes of customer inquiries, keeping support data accurate, documenting patterns and recurring issues, and using the platform as part of a structured backend support process.

SOP and checklist creation, CRM and task management, Email and calendar management, Document management (Google Drive)

I use Google Sheets for research tracking, lead and property data organization, reporting, bookkeeping support, and day-to-day operations tracking. My experience includes maintaining structured spreadsheets, organizing and verifying data, updating trackers, and presenting information in a way that is clear, accurate, and easy for a team to review and act on.

I use QuickBooks Online for bookkeeping tasks such as transaction categorization, bank and credit card reconciliation, Stripe and PayPal reconciliation, adjusting entries, and preparing financial reports like Balance Sheet and Profit & Loss. I’m comfortable using QBO to help keep financial records organized, accurate, and easier to review.

Leasing workflow support (move-in / move-out coordination), Tenant screening reports and summaries, Maintenance request intake and tracking, Vendor sourcing and documentation, Property records organization

I have hands-on training in real estate listing coordination, including property listing support, document organization, tracking listing-related details, and helping keep information accurate and complete throughout the listing process. I’m comfortable with detail-oriented backend tasks that support organized listing workflows and smoother coordination.

I have hands-on training in real estate transaction coordination, including contract intake, timeline and deadline tracking, document organization, calendar scheduling, and supporting the flow of tasks from contract to close. I’m comfortable with structured, detail-oriented coordination work that helps keep transactions organized and moving forward.

My lead generation experience includes lead research, prospect qualification, outreach support, and lead tracking using Google Sheets and CRM tools. I’ve helped organize prospect data, support follow-up workflows, and keep lead information accurate and easy to act on for sales and outreach efforts.

I have experience gathering and organizing market and competitor information to support research tasks, reporting, and business decision-making. My work includes identifying relevant data, comparing findings, and summarizing information in spreadsheets or simple reports so it is easier for a team to review and act on.

I’m comfortable working through recurring issues, incomplete information, and process bottlenecks to find practical next steps and keep work moving forward. My experience includes troubleshooting customer concerns, investigating discrepancies in records or data, improving workflows, and supporting organized solutions behind the scenes.

I’ve used Ontraport as part of customer support and backend operations work, including contact management, tagging, campaign-related tasks, and maintaining organized customer information. I’m comfortable working inside systems with structured records, automation-related workflows, and day-to-day support processes.