Hi there! I a-----------lissa -----------, a dependable and results-oriented Virtual Assistant with over five years of experience working with American companies in sales, loan processing, administration, customer service, and financial operations. I love encouraging organizations to run more efficiently by managing daily routines with attention to detail and professionalism.
Core Skills & Services
Lead Generation & Report Email Sending (Apollo, warm/cold email campaigns)
Client Support & Communication (email, chat and VOIP calls via MicroSIP and APN Dialer)
CRM & Database Management (SherpaDesk, PetDesk, Telegence, Rio)
Loan Pre-Underwriting & Application Processing (financial review with Decision Logic)
Bookkeeping, Billing Support (invoicing, accounts payable/receivable AR)
>Email & Calendar Management (Google Workspace, Microsoft Outlook)
Admin Support (project coordiantion, reporting, task organization, data entry)
Tools & Software Proficiency
CRMs Apollo, SherpaDesk, PetDesk, Telegence, Rio
Finance Tools: QuickBooks, NetSuite, Decision Logic
Communication: MicroSIP (VOIP), APN Dialer, Gmail, Outlook
Office Suites: Google Workspace, Microsoft Office (excel, word, power point)
Lead Gen Tools: Lead Generation Panda
Medical/Vet Admin: EVet, Scribe
Work Ethic & Strengths
Work related traits include being organized and highly reliable while also being detail-oriented
