Hi! I am an experience virtual assistant with expertise in both the US health care service and Australian Mortgage Industry.
As a Mortgage Broker Assistant my duties are as follows,
1. CRM data entry and account creation.
2. Document request and gathering.
3. Validation of Declared income and expenses.
4. Generating product comparison, funding position, Serviceabilty, and loan proposals.
5. Requesting property valuation, pricing, discharge authority, etc as needed.
6. Loan request and following-up on AOL and Lenders.
7. Providing great customer relation from pre to post settlement.
As a Healthcare assistant, my duties were as follows.
1. Answering Client inquiries and request.
2. Prior authorization and Claims request.
3. Organizing and gathering medical records as needed.
4. Scheduling doctors appointment with peer to peer discussions
5. Insurance and patient follow up.
Besides these two roles, I am also willing to be trained and assigned under different roles. You can rest assured that my work ethics, technical skills, and soft skills are among the best in the workforce.
