Hi! I’m a versatile VA with 4+ years of experience in customer support, B2B sales, CRM work, bookkeeping, and mortgage loan processing. I’ve worked across fintech, healthcare, and mortgage lending, handling fast-paced tasks with accuracy and a calm, problem-solving mindset.
From solving customer issues to managing loan files and supporting sales pipelines—I get things done smoothly, quickly, and reliably.
Experience: 1 - 2 years
- Managed and assist senior accountants to do manual tax filing and procurement processes - Handled cash replenishment documents and manual inventory tasks. - Bank reconciliation and handled cash for tax payments for each town - Utilized Microsoft Office , Google Suite, Google Spreadsheet for data entry and reporting
Experience: 1 - 2 years
Highest Escalation Retention Department Representative Handled inbound calls from international US clients Upsold additional services Key focus: Preventing cancellations through effective escalation and retention strategies Handled a team for a Retail Account
Experience: 1 - 2 years
Handled Medical Staffing - Conducted business-to-business sales for virtual staff services in medical facilities to North America - Proficient in Cold Calling, Appointment Setting, and Lead Generation - Alongside with this task and position. I was able to handle Data Entry
Experience: 1 - 2 years
Mortgage Loan Processor Managed loan files from setup through underwriting submission Collected and reviewed borrower documents for completeness and accuracy Coordinated with loan officers to move files through the pipeline efficiently Communicated with clients to request documents and provide status updates Submitted loan files to underwriting and handled conditions until approval Followed up on pending items and kept files organized and up to date Acted as the main point of contact between clients, loan officers, and underwriters
Experience: 1 - 2 years
Appointment Setter and Lead Generation for IT Website Designs for businesses.
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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