Profile Description (Updated)
Experienced Virtual Assistant and Operations Manager with 6+ years of expertise in sales outreach, CRM management, and administrative support. Skilled in client scheduling, lead management, and customer relations across real estate, lending, and healthcare industries. Proficient in multiple CRM systems and communication tools, with a strong focus on organization, efficiency, and client satisfaction.
Key Responsibilities & Expertise:
-Oversee operations, cash flow, and workflow systems while managing loan documentation and compliance.
-Source and negotiate with private lenders for DSCR, Working Capital, Fix-and-Flip, MCA, and SBA loans.
-Manage sales outreach across the US and Canada, design pipelines, and create CRM workflows.
-Qualify and manage leads, schedule appointments, and maintain accurate client records.
Provide consulting support to streamline processes and maximize approvals.
Tools & Platforms:
Podio • ClickUp • GoHighLevel • Nutshell • Citrix • Rehab Valuator • Lending Wise • RingCentral • Microsoft Office • QuickBooks • ZeroBounce
Core Skills:
Multitasking • Organization & Time Management • Problem-Solving • Attention to Detail • Confidentiality • Flexibility • Client Communication
