I am a certified bookkeeper and trained Virtual Assistant with over 7 years of experience in financial management, client support, and administrative tasks. I completed TESDA Bookkeeping Training in 2024 and further trained in QuickBooks Online, Xero, and General Virtual Assistance. I am detail-oriented and committed to helping small businesses stay financially organized while also supporting daily operations through reliable bookkeeping and admin assistance.
Experience: 5 - 10 years
Highly experienced in organizational management with 5+ years of expertise in structuring workflows, optimizing schedules, and maintaining efficient record-keeping. Skilled in using Google Workspace, Microsoft Office (Excel, Word, Outlook), and project management tools to streamline processes. Proficient in task prioritization, time management, and data organization to enhance team productivity. Strong ability to handle multiple projects, coordinate with stakeholders, and ensure smooth administrative operations.
Experience: 5 - 10 years
Loan Processing 8 Years Experience • Processed and reviewed loan applications for accuracy and completeness • Verified client information, supporting documents, credit reports, and employment history • Coordinated with loan officers, underwriters, and clients to ensure smooth processing • Familiar with different loan types including personal, auto, and home loans • Managed timelines, ensured compliance with requirements, and followed up on pending documents • Used CRM and loan origination systems to track application status and maintain records
Experience: 6 months - 1 year
1 Year Training & Simulations • Completed intensive 1-year virtual assistant training with hands-on simulations • Trained in email and calendar management, data entry, research, and client communication • Simulated real-world tasks including appointment setting, inbox sorting, and CRM updates • Learned to use tools like Google Workspace, Trello, Slack, Canva, and Zoom • Practiced handling admin support roles, task tracking, and online collaboration • Developed strong time management, organization, and communication skills
Experience: 6 months - 1 year
Bookkeeping Experience: 1 Year Training & Simulation | 10 Months QBO & Xero Completed 1 year of intensive bookkeeping training and simulation, covering full-cycle accounting: journal entries, general ledger, bank reconciliation, AP/AR, and trial balance preparation. 10 months hands-on experience with QuickBooks Online (QBO) and Xero, including invoice creation, expense tracking, bank feeds, and report generation. Familiar with chart of accounts setup, payroll entries, and monthly financial reports. Strong attention to detail, accuracy, and time management in virtual bookkeeping tasks. Comfortable working independently and following standard accounting procedures.
Experience: 5 - 10 years
I have 8 years of experience managing professional inboxes. I keep emails organized, respond promptly, and make sure nothing important gets missed. I'm comfortable using Gmail, Outlook, Google Workspace, Slack, Trello, and Zoom. I handle client messages, follow-ups, scheduling, and team communication with clarity and professionalism. I write well-crafted emails that suit the tone of the business, and I set up folders, filters, and automation rules to keep the inbox running smoothly.
Experience: 6 months - 1 year
Hands-on experience in preparing financial reports including balance sheets, profit and loss statements, and cash flow statements. Skilled in organizing financial data, generating reports, and ensuring accuracy in compliance with company policies. Proficient in using Microsoft Excel, Google Sheets, and QuickBooks to generate and present financial reports. Committed to delivering timely reports to support business decision-making.
Experience: 2 - 5 years
Experienced in Customer Relationship Management with 8 years of managing client information, borrower inquiries, and customer concerns using Loan Origination System by CRIF and Borrower Registration System. Proficient in assisting clients throughout the loan application process, updating customer data, and ensuring accurate documentation while maintaining positive client relationships.
Experience: 5 - 10 years
1 Year Training & Practical Application • Completed project management coursework through Freelance Academy Philippines and Executive Assistant Certification programs • Gained hands-on experience managing simulated tasks, using tools like Trello, Google Sheets, and Google Workspace • Supported real-world project rollouts at Small Business Corporation by coordinating with teams, managing timelines, and tracking loan program performance • Handled documentation, reporting, and follow-ups across departments, ensuring smooth execution of initiatives • Developed skills in task tracking, scheduling, cross-team communication, and compliance monitoring
Experience: Less than 6 months
Canva 10 Months Experience • Created social media graphics, presentations, and marketing materials • Designed layouts using brand colors, fonts, and templates • Edited images, added animations, and used Canva Pro features • Collaborated on shared designs and followed brand style guides • Familiar with resizing, exporting formats, and content planning • Comfortable with both desktop and mobile versions
Experience: 5 - 10 years
8 Years Experience • Maintained accurate digital and physical records for loan applications, client communications, and compliance requirements • Prepared reports, forms, and supporting documents for audits, internal reviews, and executive briefings • Managed organized filing systems using Google Drive, Dropbox, and in-house CRM tools • Ensured proper version control, secure access, and data accuracy across all files • Experienced in formatting, proofreading, and standardizing business documents • Supported project documentation, email records, meeting notes, and SOP creation across multiple departments
Experience: 6 months - 1 year
1 Year Experience • Created and sent invoices using QuickBooks Online and Xero • Monitored payments and followed up on overdue balances • Matched invoices with receipts and purchase orders for accuracy • Managed recurring invoices and basic tax calculations • Communicated clearly with clients about payment terms and due dates • Maintained organized records and supported smooth billing processes
Experience: 5 - 10 years
Over 8 years of experience in managing multiple tasks and meeting deadlines in a fast-paced environment. Proven ability to prioritize workloads, coordinate loan applications, and deliver high-quality results within set timelines. Skilled in balancing administrative tasks, customer inquiries, and data entry without compromising accuracy.
Experience: 1 - 2 years
AI Tools Experience: Ongoing (General Use) • Used AI tools to generate content, streamline tasks, and improve productivity • Created blog posts, email drafts, reports, and social media content using AI writing assistants • Leveraged AI for grammar checking, idea generation, summarizing, and rewriting • Familiar with tools like ChatGPT, Grammarly, Gemini AI, and other automation platforms • Applied AI to enhance workflow efficiency and reduce manual workload • Quick to learn and adapt to new AI technologies as they evolve
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