Real Estate VA | Intake & CRM Support (Brivity) | 7+ yrs BPO | US Agents |Open t

Most recently, I worked as a Virtual Assistant Intake Specialist for 4 months under a U.S.-based agency, where I: Handled sensitive client intake calls for law firms and medical offices Documented case details and maintained CRM records with accuracy Provided timely follow-ups and ensured a smooth onboarding experience for clients Whether it’s handling customer inquiries with care, driving sales with persuasive strategies, managing inboxes, or booking appointments, I ensure that every task is completed with excellence—so your business runs smoothly. ✅ Friendly and efficient communication ✅ Proven track record in customer success ✅ Fast learner with a strong work ethic

I bring over 7 years of customer service experience, providing empathetic, solution-focused support across phone, email, and chat. I excel at handling high-pressure situations, resolving issues efficiently, and maintaining a professional tone. My background as an ESL instructor enhances my communication, while my VA role strengthened my ability to manage client needs with accuracy and care.

I have hands-on experience as an Intake Specialist, performing data entry and administrative tasks, managing calendars and emails, handling documents using Google Workspace and Microsoft Office, conducting research and lead generation, organizing files efficiently, and providing transcription support when needed.

I am proficient in using tools like Google Workspace (Docs, Sheets, Gmail, Calendar), Microsoft Office (Word, Excel, Outlook), Zoom, Google Meet, and Slack. I also have experience with CRM platforms and ticketing systems such as Zendesk and Freshdesk. My background includes providing technical support for AT&T, where I resolved customer issues efficiently using various support systems and tools.

I’m skilled in upselling and cross-selling, cold calling potential clients, handling basic social media messaging, and conducting timely lead follow-ups to support sales and customer engagement efforts.