Profile Overview
Note: I am new to virtual assistant work, so I ask for your patience as I learn and grow in this role. I am eager to support you with enthusiasm, a strong work ethic, and a willingness to learn and adapt quickly.
What I Need from You:
Please provide comprehensive job aids, detailed instructions, and information about the systems, tools, and platforms used. I will follow your guidelines diligently to meet expectations and contribute to your business’s success.
My Approach:
I take ownership of every task and see it through to completion, ensuring accuracy, efficiency, and timely delivery.
I'm the VA you hire when you need someone who can keep your operations organized, your records accurate, and your deadlines on track. I thrive in high-volume environments, quickly adapt to new systems, communicate effectively with clients and internal teams via chat and
Whether it's managing documentation, identified discrepancies, updating databases, coordinating workflows, or handling deta
il-oriented tasks, I bring professionalism, reliability, and a strong commitment to excellence to every project.
Please note, I do not have experience engaging in direct client interactions, face-to-face meetings, or managing cases and applications from start to finish. I also have not had direct contact with borrowers applying for loans nor acted as a representative of any mortgage / financial institution.
Virtual Assistant Services I Offer:
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- Chat Support
- Customer Support and Inquiry Handling
- Social Media Management (posting, scheduling, engagement)
- E-commerce Support (product listings, order processing)
- File Management, Document Preparation, Document verification and CRM updates
- Personal Assistance (reminders, scheduling, errands coordination)
- Back Office Admin: Data Entry, Document Verification, File Organization, CRM Updates
- Finance Support: Loan Processing, Invoice Review, Compliance Checks, Month-end Reports
Familiar with:
MS Office *Basic Word Excel Outlook MsTeams. SharePoint, OneDrive, Zoom, VPN, Loan Processing Systems, PDF editing.
Availability:
Monday - Friday | Night Shift (8 PM - 5 AM PHT) | 8 hours/day | Manila, Philippines
Language:
Uses basic English in both spoken and written form. Although grammar might not always be perfect, the overall communication is understandable and effectively conveys message
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Professional Background
Asset Management Analyst - MicroSourcing Philippines (2023–2026)
Client: Churchill Real Estate, Charlotte, NC 28203
- Reviewed and validated foreclosure invoices received from attorney firms.
- Identified discrepancies and coordinated with attorney firms and internal teams for clarification.
- Retrieved and organized Recorded satisfactions, recorded releases, and termination of assignment of leases and rents
- Collate and organized paid invoices, insurance placements and lender-placed coverage documents
Loan Processor / Credit Risk Analyst - MicroSourcing Philippines (2021–2023)
Client: Churchill Real Estate, Charlotte, NC 28203
- Retrieved
documents from third-party websites such as BK Entity Search, OFAC Search, Broker Price Opinion, Green Light Memo, Certificate of Good Standing. Also Flood Certificate to update Bed/Bath/SF information
Verification of Employment - JPMorgan Chase (2019–2021)
- Conduct verification of employment coordinating directly with employers, CPAs, and third-party systems supporting underwriting and pre-closing decisions
Home Equity / Home Lending Operations - JPMorgan Chase (2016–2019)
- Reviewed identified tagged organized home equity line of credit documents
- Updated and supplied critical information in the Document Template System such as Ownership, Aka, nka, fka, Grantor, Nonvested spouse, Credit limit, Note Date, Debit bill, Fee Waiver, Flood, Lien and others
- Recorded vendor tracking numbers.
Loss Mitigation - JPMorgan Chase (2011–2016)
- Complex analyses, reviewed and updated delinquent mortgage accounts
Data Transaction Processor - ACS of the Philippines (2009–2011)
- Extracted data points from UPS invoices
Indexer - SPI Global (2006–2009)
- Extracted data points from GMC legal documents
Duty Free | Watsons | Herbench
Managing financial transactions at a point of sale handling payments, issuing receipts, giving change, and maintaining accurate records of sales and cash flow.
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It DOES NOT indicate skill level.
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