Virtual Assistant, Sales Processing Role and Appointment Setter

In my previous role as a Sales Processor for Lendistry, my main responsibility was to help small and medium businesses through the grant application process. The process usually started with outbound or inbound calls where I would reach out to business owners, explain the program, and qualify them based on eligibility criteria. Once qualified, I would verify their information in the CRM system, making sure all their business and personal details matched the application records. If I noticed that some documents were missing or incomplete, I would contact the applicant to inform them about the requirements and guide them on how to submit the documents properly. After the applicant completed all the necessary steps, I would forward their file to the Quality Assurance team for the final review before processing. Throughout the process, I made sure to maintain accurate records in the CRM and keep applicants updated, ensuring a smooth and professional experience for every client.

In my most recent roles, I worked as a business administrative virtual assistant and talent acquisition support at Outsource Access, where I handled lead generation, email follow-ups, and CRM management. I also maintained trackers in Google Sheets and supported recruitment campaigns through various channels — which helped strengthen my organizational and communication skills.