Hi, I’m ----------- -----------, a dedicated Virtual Assistant and Appointment Setter with expertise in appointment scheduling, client coordination, and customer service. I am passionate about building strong relationships, optimizing workflows, and providing exceptional support to help businesses thrive and succeed.

Want to see how I can help your business make growth?
-Optimized Claim Submissions
-Efficient Charge Entry and Charge Posting
-Timely Payment Posting
-Maximize Revenue
-Reduced AR Aging

Process and submit healthcare claims to payers such as insurance companies or government agencies on behalf of healthcare providers. Verify patient information, code diagnoses and procedures, obtain prior authorization, and ensure claims follow-up occurs in the event of a rejected or denied claim. For effective revenue cycle management, payment posting, and accounts receivable along with healthcare regulations should be managed.

-Claim Submissions
-Charge Entry and Charge Posting
-Payment Posting
-A/R Follow-Up & Denial Management
Tools: Procentive, Dr. Chrono, Office Ally, Waystar, Availity, NueMD, AllCare Software and other payer/insurance portals.

I perform all medical billing tasks, such as claim submission, payment posting, and accounts receivable follow-up. I comply with billing regulations and I ensure the billing process runs smoothly for your enjoyment of the peace of mind of clean receivables. We can help to improve your revenue cycle, so you can focus on what matters most: your patients.

Organized VA — Trained in a Global Bank Environment I may be new to freelancing, but I’m not new to responsibility. At Citibank N.A. Philippines I handled tasks that demanded precision, discretion, and excellent service. Today I use those same skills to support business owners with admin work: calendar management, inbox organization, file management, and more. If you need someone dependable who pays attention to details, I’m here to help.

Appointment Setter | Lead Generation | Customer Support | Virtual Assistant | 4+ Years of Combined Experience |

I help businesses generate qualified leads, book more appointments, and provide excellent customer support that turns prospects into long-term customers.

I have 4+ years of experience in customer service, outbound sales, appointment setting, cold calling, payment collections, and virtual assistance. I have worked with clients in Real Estate, Healthcare, Solar, Roofing, Life Insurance, Pharmacy Billing and Moving Services.

What I can do for your business:
• Cold call and qualify leads
• Schedule appointments and manage calendars
• Handle inbound and outbound customer inquiries
• Follow up with prospects consistently
• Update and maintain CRM records
• Manage email and administrative tasks
• Resolve customer concerns professionally
• Support sales teams with accurate lead tracking

I am comfortable handling high-volume calls, building rapport quickly, overcoming objections, and maintaining organized documentation. My background in healthcare customer support and collections has also trained me to communicate professionally, protect sensitive information, and stay calm under pressure.

Tools & Platforms
• Google Workspace (Docs, Sheets, Gmail, Calendar)
• Microsoft Office (Word, Excel, PowerPoint)
• CRM systems and lead tracking tools
• Email and calendar management

Clients describe me as reliable, organized, easy to work with, and quick to learn new systems. I take ownership of my work, communicate clearly, and focus on delivering results—not just completing tasks.

If you need a dependable Appointment Setter, Sales VA, Lead Generation Specialist, or Customer Support VA who can communicate confidently with customers and help grow your business, I’d be happy to discuss how I can support your team.

• Payments & Escalations Specialist | Virtual Assistant | Customer Support | Admin

• 10+ years client-facing experience (3+ years remote, US clients)

• Versatile and dependable — I adapt to what your business needs, from resolving disputes to keeping your day-to-day running smoothly

Here’s how I can help you:

• Payment Dispute Resolution & Escalation Management

• Customer Support (Phone/Chat/Email)

• Virtual Assistance & Admin Support

• Data Entry & Reporting (Excel: VLOOKUP, IF, Pivot Tables)

• CRM Management (Salesforce, Five9)

• Social Media Management (Canva, CapCut)

• Email Management

Seems like a good fit for your team?

• Send me a personalized message and let’s discuss how I can help, or schedule a quick call to see if we’re the right fit.

Extremely knowledgeable when it comes to:

• Microsoft Office Suite
• Google Workspace
• Slack
• Dropbox
• Canva
• CapCut
• Salesforce
• Five9

Currently expanding my skills in: HubSpot, Notion

Ready to strengthen your business operations, improve financial visibility, and support sustainable growth?

I provide professional Virtual Assistant and Financial Operations support designed to help businesses stay organized, efficient, and focused on their core objectives. By combining administrative expertise and financial operations management, I help ensure both your back-office processes and customer-facing activities run smoothly.


### Financial Operations & Administrative Support

I help businesses maintain accurate financial records, improve cash flow management, and optimize operational processes through:

* Payment Tracking & Monitoring (ACH, Wire Transfers, ePay, and Checks)
* Accounts Receivable Management
* Bank and Account Reconciliation
* Billing and Invoice Processing
* Financial Reporting and Data Analysis
* Spreadsheet Development and Management (Excel & Google Sheets)
* Discrepancy Investigation and Resolution
* Process Improvement and Workflow Optimization
* Administrative and Financial Operations Support


### Virtual Assistant Services

I provide reliable administrative support that helps business owners and teams stay organized, productive, and focused on growth:

* Email and Calendar Management
* Data Entry and Document Management
* Client Communication and Follow-Ups
* Task Coordination and Workflow Support
* Administrative Process Management
* Business Operations Assistance
* Customized Administrative Support Based on Your Business Needs


Whether you need ongoing operational support, financial administration, or assistance managing your marketing efforts, I can help create efficient systems that support your business growth and day-to-day success.

Dedicated and results-oriented Virtual Assistant and Accountant with a proven track record in client management and proficient handling of administrative and financialresponsibilities. Adept at providing comprehensive support to clients and executives byseamlessly managing tasks, schedules, and communication channels. Skilled in accounting tasks, including reconciliations, auditing, payment posting, adjustments, and financial reporting. Possesses excellent organizational and multitasking skills, ensuring efficient workflow and the successful execution of projects.

Customer Experience Virtual Assistant | E-commerce Support Specialist

I help e-commerce businesses deliver fast, reliable, and customer-first support — so store owners can focus on growing their business while I handle the day-to-day.
With over 2 years in customer service, including handling 120+ live chats and 40-50 calls daily for one of the Philippines' top e-commerce platforms, I know how to manage high-volume support without sacrificing quality. I've resolved order issues, billing disputes, and account concerns while keeping customers calm, confident, and coming back.
What I bring to your store:

- Order tracking, shipment updates, and returns/refunds handling
- Customer inquiry resolution across chat, email, and phone
- Calm, professional problem-solving — even during high-volume or high-tension -----------nts
- Careful attention to detail and accurate documentation, so nothing falls through the cracks

I also run my own Shopify store, so I understand store operations from the owner's side too — not just the support side. I'm currently expanding into e-commerce automation (using tools like n8n) to help streamline repetitive tasks like order reporting and customer follow-ups, so I can offer more than just support — I can help make your operations more efficient.
If you're looking for someone who takes ownership, communicates clearly, and genuinely cares about your customers' experience, let's talk.

I help growing businesses stay financially organized and audit-ready. Currently, I post 2,000+ transactions per quarter in QuickBooks and manage weekly payroll for ~200 employees across multi-entity clients in Australia, NZ, UK, Singapore, and the Philippines — with zero missed payroll cycles.
Before moving into finance and operations, I spent 7+ years in banking operations and 2+ years as a licensed life insurance agent, which gave me strong reconciliation skills, an eye for discrepancies, and comfort handling sensitive financial and client data with discretion. I've also worked as a Logistics Assistant, handling customer complaints, returns, refunds, and inventory management — experience that sharpened my problem-solving under pressure and gave me a practical understanding of how operational data (stock levels, order discrepancies, returns) ties back into the numbers.
What I bring:
# QuickBooks — daily transaction posting, reconciliations, payroll processing
# Multi-entity, multi-currency bookkeeping across international clients
# Zero missed payroll cycles — reliability under recurring deadlines
# Inventory management, returns/refunds handling, and customer complaint resolution
# Strong communication — comfortable explaining financials to non-finance stakeholders
# Discretion with sensitive financial/client information
I'm reliable, detail-driven, and set up to work full-time across US, UK, or AU hours from a quiet home office with fast, stable internet.

Customer Service Representative - Travel/Hotel Reservation (May 2022 - January 2023)
Customer Service Representative / Collection Specialist - Auto Loan (February 2024 - April 2025)

An accounting graduate with hands-on experience gained through on-the-job training in accounting and administrative tasks. Knowledgeable in accounts receivable, accounts payable, bookkeeping, financial record management, data entry, and Microsoft Office applications. Detail-oriented, organized, and eager to apply my accounting knowledge while continuously learning and growing in a professional environment. Committed to delivering accurate work and providing reliable support to clients and teams.

Customer Service Representative| Chat Support | Email Management | Sales Associate | Appointment Setter | Technical Support | Collections | Calendar Management

Detail-oriented Administrative Assistant and Data Encoder with hands-on experience using ActiveCampaign for basic email marketing and automation support. Familiar with setting up contact lists, simple automations, tagging, email sequences, and campaign scheduling. Able to assist with ongoing email marketing tasks while maintaining accuracy and organization.

Experienced in administrative support, data entry, and record management, with strong attention to detail and the ability to follow systems and SOPs efficiently. Reliable, adaptable, and eager to learn, with a strong work ethic and commitment to supporting business operations in a remote work environment.

Seeking a full-time role where I can continue developing my skills in email marketing automation, CRM management, and administrative support, while contributing consistent, high-quality work to a growing team.

Versatile professional with six months of experience as a Sports Risk Control Assistant Team Leader, four years as an Online Gaming Payment Assistant Manager, one year as a Nursing Agency Credentialing Coordinator, and two years as a Technical Support Specialist. competent in overseeing the gambling industry's payment processing procedures, making sure regulations are followed, and streamlining payment gateways. additionally skilled in client interactions, compliance management, and healthcare credentialing. competent at troubleshooting and solving problems as well as giving technical help. ready to use a broad range of abilities to propel achievement in a variety of sectors.

Australian Tax & Business Advisory:
• Maintain a "Single Source of Truth" by overseeing the technical integrity of all ledger entries.
• Execute accounts payable (AP), accounts receivable (AR), and payroll functions with absolute precision.
• Conduct daily bank and credit card reconciliations to verify data accuracy and resolve discrepancies in real-time.
• Review financial activities daily to minimize error rates and uphold strict Australian regulatory standards.
• Function as the critical link between daily bookkeeping operations and formal statutory tax filings.
• Assist in drafting financial statements and basic tax returns in strict accordance with Australian law.
• Maintain audit-ready workpapers using advanced accounting tools to ensure total transparency.
• Facilitate professional, transparent communication with clients regarding account status and documentation requirements.
• Execute close procedures cohesively to meet fixed Australian deadlines.

Training & Quality Expert:
• Liaising with managers to determine training needs and schedule training sessions.
• Designing effective training programs and preparing educational material such as module summaries, videos, etc. to address skill gaps in employees.
• Conduct new hire, foundations skills, product-specific skills, upskill, cross-skill, and refresher training for employees.
• Support and mentor new employees as well as maintain records. Monitor employee performance and response to training.
• Understanding of effective teaching methodologies and tools.
• Track and compile collected data for reports and for research for the next step of training.
• Contact and utilize outside vendors or clients.

Reconciliation Analyst & E-Commerce Coordinator:
• Check customer invoices in different brands and make sure all items and amounts are matching.
• Receive purchase orders from different brands and verify receipts to resolve discrepancies.
• Analyze invoices and customer account history for problematic payments. Investigating and resolving any irregularities or inquiries.
• Maintaining accurate accounts receivable files and records.
• Process customer refunds.
• Export invoices in different portals (brands).
• Manage inventory to make sure stock numbers are up to date.
• Create and update product listings and content in all selling platforms.
• Create and update inventory catalogs for different brands.
• Additional task from the client (COO).

Central Billing Officer:
• Maintain accurate and accessible processing of sales orders.
• Create a purchase order and ensure that all details are correct.
• Invoice customer accounts in all verticals (auto, house, and building).
• Accurate and real-time record keeping.
• Thorough document checking for invoicing requirements.
• Checking the data input in the accounting system to ensure the accuracy of the final bill.
• Maintain processing backlogs within all platforms to avoid payment and invoicing delays.
• Maintain good relationships with the internal and external teams for harmonious communication.
• Following safe work procedures established by the company.
• Assure that all client portals are up to date with the current job status and progress.
• Create process documents to streamline account processes and train incoming employees or new hires.

Allocations Officer:
• Maintain clearing balance per client goal.
• Performing account reconciliations.
• Analyze remittance and customer account history for problematic payments. Investigating and resolving any irregularities or inquiries.
• Allocate or administer customer payments based on their submitted remittance. Secures revenue by verifying and posting receipts; resolving discrepancies.
• Resolves collections by examining customer payment plans, payment history, and credit lines; coordinating contact with the collections department.
• Maintaining accurate accounts receivable files and records.

Inventory Analyst / Advertising and Marketing Manager:
• Manage inventory list in all selling platforms (Amazon, eBay, and Shopify).
• Ensure all items are in stock based on the reports and forecasts.
• Contact the warehouse for international and local shipments.
• Track and manage orders for fulfillment.
• Manage online catalog in all selling platforms (Amazon, eBay, and Shopify).
• Create and edit the content on all selling platforms.
• Account maintenance.
• Monitor and optimize online advertising campaigns.
• Manage social media accounts (Facebook/Instagram).
• Reply to customer inquiries about the products.
• Connect with social media influencers/celebrities for marketing strategy and product review.
• Generate weekly and monthly reports.