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• Candidate has a total of 3 years experience as a Virtual Assistant handling social media, accounting and administration.
• Her primary skills:  Canva (10/10), Excel (8/10), social media management
• Additional Skills: Basic WordPress, familiarity with Wix and Strikingly, basic invoicing and billing
• Development Goals: Plans to enhance skills with upcoming courses in bookkeeping and SEO

• John is a highly skilled professional with over three years of experience as a Lead Generation Specialist and General Virtual Assistant in the BPO and publishing industries.
• His expertise lies in driving lead generation campaigns and managing client relationships, consistently surpassing performance metrics.
• With a proven ability to work independently in remote settings, he has helped streamline processes, improve team productivity, and deliver exceptional customer service.
• Work Experience & Educational Background:
  • John's career spans multiple roles across industries, including account management, sales, and team leadership.
  • Highlights of his experience include:
  • Over three years as a Lead Generation Specialist, excelling in the use of industry-standard CRM tools such as LinkedIn Sales Navigator, HubSpot, and Salesforce.
  • A background in publishing consultancy and sales, assisting authors in marketing and distribution strategies.
  • Leadership experience, having managed and supervised teams to meet performance targets and maintain quality standards.
• John holds a Bachelor of Science in Computer Engineering from Mindanao Polytechnic State College, where he also completed a foundational program in Computer Electronics.
• Career Highlights & Relevant Projects:
  • John successfully managed lead generation campaigns that resulted in increased client acquisition and revenue growth.
  • At a BPO company, he coordinated with internal teams to align client expectations with service delivery, achieving high customer satisfaction scores.
  • His ability to qualify leads and measure campaign success contributed to revenue increases at his previous roles.
• Skill Proficiency & Technical Expertise:
  • John is proficient in tools such as Salesforce, HubSpot, ZoomInfo, and PipeDrive.
  • His technical skill set includes data entry, invoicing, and process optimization, while his soft skills encompass communication, leadership, and problem-solving.
  • These skills enable him to work efficiently in virtual environments, effectively managing client relations and delivering high-quality results.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• End-to-End Conveyancing Experience

  • Two years of direct experience managing residential and commercial property transactions

  • Strong knowledge of Queensland conveyancing processes; some exposure to Victoria and New South Wales contracts

  • Experienced in file openings, contract handling, and full transaction lifecycle support

• PEXA Proficiency

  • Skilled in creating and managing PEXA workspaces, including inviting participants, lodging documents, and preparing for settlement

  • Familiar with uploading settlement figures and completing transactions electronically

  • Able to work independently in PEXA with minimal oversight for most tasks

• Off-the-Plan (OTP) Transaction Exposure

  • Hands-on experience supporting OTP transactions from pre-registration to settlement

  • Understands the importance of compliance with strict timelines and coordination with all parties involved

  • Can handle the nuances and longer contract formats associated with OTP matters

• Legal Systems Knowledge

  • Proficient in Actionstep and LEAP for legal matter management and documentation

  • Adaptable to different CRMs and conveyancing software based on prior roles in legal support settings

• Administrative and Client Support Skills

  • Manages solicitor inboxes, schedules, and communications with banks, agents, and clients

  • Demonstrates strong organizational skills and attention to detail

  • Effective communicator with a proactive, client-centered approach

• Additional Professional Experience

  • Former Learning Operations Analyst with experience in training facilitation and documentation within a corporate insurance environment

  • Background in customer service roles, contributing to excellent interpersonal and resolution skills

Kamille is a dedicated and detail-oriented Conveyancing Paralegal with two years of comprehensive experience managing residential and commercial property transactions. She excels in ensuring compliance with state-specific regulations, processing settlements, and maintaining seamless case management. Her commitment to delivering high-quality support in fast-paced legal environments sets her apart. With a Bachelor’s degree in Accountancy, Kamille combines her analytical and organizational skills to complement her legal expertise effectively.

• Years of Experience: 2 years as a Conveyancing Paralegal, with additional roles in training operations and customer service, giving her a well-rounded skill set.
• Relevant Work Areas:
  • Managed property settlements in Queensland and Victoria, ensuring legal compliance and precision.
  • Processed property settlements using PEXA, handling tasks such as document lodging, fund verification, and coordinating with all parties to ensure timely settlements.
  • Created and updated legal matters in Actionstep, contributing to thorough and organized case management.
• Industries Served: Conveyancing, Insurance, and Shared Services sectors.
• Certifications and Trainings:
  • Proficient in PEXA for electronic property settlements, handling end-to-end processes.
  • Experienced in developing and implementing training materials in a shared services setting, enhancing team capabilities.

• In her role as a Settlement Agent, Kamille has managed numerous property transactions using PEXA for both residential and commercial properties, particularly in Queensland and Victoria. Her responsibilities include workspace setup, document lodgment, fund verification, and coordination with financial institutions and conveyancers. This experience highlights her adaptability and attention to detail in navigating complex transactions.
• Kamille’s training role at AIG, where she designed process-related training materials, demonstrates her ability to transfer knowledge effectively and support team growth. These achievements reflect her strategic thinking and her capability to handle both legal and operational challenges.

• Key Skills:
  • File Management
  • Attention to Detail
  • Communication and Organization
  • Planning and Strategy
• Tech and Software Proficiency:
  • Proficient in PEXA for electronic conveyancing, handling tasks such as inviting participants, managing lodgment, and ensuring compliance with financial adjustments.
  • Experienced in Actionstep for legal case management, creating and maintaining detailed records.

1. PEXA Transactions: Kamille has processed a variety of property settlements, ensuring compliance with state-specific regulations. Her role includes preparing workspaces, verifying funds, and coordinating with all stakeholders to facilitate smooth settlements.
2. Workspace Management: She regularly creates PEXA workspaces, invites participants, and closely monitors lodgment and settlement schedules to avoid delays. Her proactive approach ensures timely and accurate transactions.
3. Issue Resolution: Kamille has experience addressing common issues such as document requisitions and settlement delays by working with relevant parties to resolve them efficiently, ensuring transactions proceed without further complications.
4. Financial Accuracy: She handles financial adjustments and fund disbursement in the PEXA workspace, verifying all figures for accuracy and compliance with regulatory standards.
5. End-to-End Conveyancing: Kamille manages conveyancing processes from initiation to completion, overseeing electronic lodgments, document preparation, and ensuring all deadlines are met.

Adapter - The Predictive Index
 

Paul Angelo brings over 3 years of specialized experience as a conveyancing paralegal in Australian property law. His expertise lies in managing end-to-end property settlements using the PEXA workspace, including both purchase and sale transactions. Paul’s proficiency in creating PEXA workspaces, setting up transaction types, and coordinating with solicitors and mortgagees ensures that his clients experience smooth and timely settlements. 

• Conveyancing Paralegal (3 years): Expertise in handling property transactions across QLD, VIC, NSW, and ACT, with extensive experience using PEXA, Actionstep, TriConvey, LEAP, and InfoTrack for settlement processes.
• Customer Representative (1.5 years): Proficient in customer service through B2C software for order processing and account verification.
• Order Management Officer (4 years): Managed sales order processing and compliance for non-voice accounts.

• He worked in industries like: Property law and conveyancing in Australia, B2C e-commerce customer service, and Non-voice support in order management.

• He is proficient in PEXA for managing purchase and sale transactions, including handling settlement delays and collaborating with banks to confirm payout figures.
• He is skilled in using SRO for VIC files to lodge documents and manage invitations.
• He is experienced with Actionstep, TriConvey, LEAP, and InfoTrack for ordering searches and preparing settlement statements.

• He managed delayed settlements in PEXA, resolving issues with missing payout figures by coordinating with banks to confirm balances, ensuring timely settlements.
• He demonstrated commitment to client interests by accurately preparing adjustments based on search results, ensuring all vendor liabilities are cleared before settlement.

Skill Proficiency & Tech/Software Expertise:

• Conveyancing Software: PEXA, Actionstep, TriConvey, LEAP, InfoTrack (3 years).
• Settlement Process Management: Extensive knowledge in managing property settlements from initiation to completion, ensuring compliance with legal standards.
• Client and Stakeholder Communication: Proactive in resolving transaction issues and ensuring smooth coordination among all parties involved.
• Documentation & Adjustments: Expertise in preparing accurate settlement statements and conducting thorough property searches.

Prepare adjustments ✓
Figure out penalty interest ✓
Complete all items and settle a matter on PEXA unsupervised ✓
Order searches for a matter ✓

Paul will end his current contract on October 18, 2024 and he can start effective October 21, 2024. 
Maverick - The Predictive Index

• Miguel Paolo is a seasoned customer service specialist with nearly eight years of experience, complemented by a solid foundation in sales support.
• His approach combines proactive client engagement, high attention to detail, and a strong commitment to customer satisfaction.
• Having worked across various industries—including telecommunications, e-commerce, and specialized service sectors—Miguel is adept at managing complex client interactions and assisting in sales-related functions, making him a valuable asset for customer-facing roles with a sales focus.
• He played a dual role in customer support and sales generation by assisting clients with billing issues and promoting relevant service offerings.
• He assisted buyers and sellers with transaction support, fee disputes, and billing issues, promoting additional services and features on eBay.
• He also worked as an Estimator, supported the company’s service offerings by preparing quotations for renovation projects and advising clients on tailored accessibility modifications.
• His guidance on account management helped retain high-value sellers, positively impacting the company’s revenue.
• Experienced in using CRM systems like Gorgias and Trade CRM (Aroflo), which enabled him to track customer interactions, manage follow-ups, and support sales initiatives.
• Proficient in Shopify and familiar with e-commerce tools to streamline client support in product purchasing and returns.

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

• Administrative Support
• Team Leadership
• Training and Development
• Customer Service
• Sales and Lead Generation

• Telecommunications
• Insurance
• Legal Services

• Team Leader (Comcast)
  • Led, motivated, and coached a team of appointment setters for financial advisers.
  • Delegated tasks effectively, prioritized workload, and set clear performance expectations.
  • Monitored team performance, providing constructive feedback, coaching, and development opportunities.
  • Audited calls to ensure adherence to client standards and managed the hiring process, training, and onboarding of agents.
• Supervisor (Comcast)
  • Led and coached a team of employees, fostering a positive and productive work environment.
  • Monitored team performance, provided feedback, and conducted performance reviews.
  • Addressed employee concerns, resolved conflicts, and ensured adherence to company policies and safety regulations.
  • Identified opportunities for process improvement and implemented changes to enhance efficiency and productivity.
• Product Specific Trainer (Comcast)
  • Developed and maintained comprehensive training programs for technical account features and best practices.
  • Delivered impactful training sessions through various instructional methods.
  • Tailored training content to diverse learning styles and evaluated trainee comprehension through assessments.
  • Collaborated with subject matter experts to ensure training program effectiveness.
• Insurance Quotation Specialist (Remote) (Home and Auto Insurance)
  • Conducted thorough needs assessments to recommend appropriate home and auto insurance policies.
  • Prepared accurate and competitive quotes and processed applications for new and existing policies.
  • Answered client questions regarding coverage, billing, and claims, providing ongoing customer service and support.
• Technical Service Representative (Hybrid) (Comcast)
  • Diagnosed and resolved a wide range of technical issues through phone, chat, or email support.
  • Provided clear instructions to guide customers through troubleshooting steps and maintained strong customer relationships.
  • Documented interactions and tracked service resolutions to ensure optimal customer experience.
• Lead Generation Specialist (Remote) (Schedule an appointment for attorneys)
  • Performed outbound calls on leads to check for a variety of cases and scheduled appointments for attorneys.
  • Ensured data in CRM systems were correct.

Skills:

• Social Media Management (Intermediate)
• Salesforce CRM (Advanced)
• CRM (Advanced)
• Microsoft Office (Advanced)
• Google Apps (Advanced)

Mira is a highly skilled administrative professional with robust expertise in managing teams, developing training programs, and providing excellent customer service. Her strong skills in CRM management, team leadership, and process improvement make her a valuable asset for any organization. Minerva has a proven track record of enhancing team performance and ensuring high standards of service, demonstrating exceptional ability in various roles.

Profile: Scholar

Mira's Scholar profile indicates that she excels in analytical thinking and possesses a deep knowledge in her field. As a Scholar, she brings a methodical and detail-oriented approach to her work, ensuring thoroughness and precision. Her ability to analyze complex situations and develop effective solutions makes her a strong candidate for roles that require critical thinking and expertise. Minerva's Scholar profile complements her extensive experience, positioning her as a valuable asset in any organization.

Louribeth (Lors) brings a solid track record in U.S. legal virtual assistance, specializing in document handling, medical records, and case management support. Her blend of legal admin and BPO background equips her with both precision and client service orientation. She has strong technical capabilities include database management, data entry, and legal correspondence. She's well-suited for any role that requires U.S. legal familiarity, administrative rigor, and client communication skills.

• 3+ years as a Legal Virtual Assistant at a Law Firm in LA, California.
• She has over 6 years combined experience in legal and case management support.
• Tasks include preparing legal documents, retrieving and following up on medical and billing records, scheduling attorney meetings, and maintaining case files.
• Has worked in client-facing roles both in legal and BPO settings, handling email, phone, and chat support.
• Experience managing sensitive and confidential records.
• Worked closely with U.S.-based attorneys and case managers.
• Handled Social Security Disability (SSDI, SSI) applications and follow-ups with SSA.

Predictive Index Behavioral Profile - Operator

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Ma. Louribeth C. has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Louribeth will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Experience in HR and recruitment includes but not limited to:
  • Relevant areas of work include sourcing
  • Screening Applicants
  • Coordinating interviews
  • Negotiating offers
  • ATS utilization
  • Market Research
  • End-to-End Recruitment
• Worked in various industries including gaming, retail, and consultancy.
• Experienced in using recruitment and project management tools:
  • LinkedIn
  • Facebook
  • Indeed
  • Monster
  • Recruit ‘Em
  • Xray Recruit
  • RecruiterFlow
  • Trello
  • Asana
  • ClickUp
  • Clockify.

• Proficient in recruitment and HR tasks, including sourcing, screening, and interviewing candidates.
• Skilled in using ATS and recruitment software such as RecruiterFlow, SmartRecruiters, Podio, Jobvite, and Zoho Recruit.
• Experienced with project management tools like Trello, Asana, ClickUp, and Clockify, enhancing her ability to manage recruitment projects efficiently.
• Extensive use of Google and MS applications, as well as communication tools like Zoom, Skype, WhatsApp, Viber, Telegram, Slack, and MS Teams.

Kristine has a solid background in customer service, having worked as a Customer Service Representative. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls. She possesses excellent communication and multitasking abilities.

Technical Expertise:

• Proficient in using MS tools, Slaesforce, slack

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary

Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

Kristine Jade is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

Jade has been working as a Customer service representative for almost 2 years in a BPO set up. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls.

Technical Expertise:

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary

Kristine is a flexible individual who portrays a similar amount of each drive. At times, she may express certain motivational needs, and at other times those needs may be different.

Kristine Jade is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.
• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.

Kristine Jade is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• Role Fit Summary
• Jerald has over 9 years of total professional experience, including 5+ years in executive administrative support and virtual assistance and earlier experience in customer service and back-office operations.
• His background includes supporting international clients across the USA, Australia, EMEA, and APAC regions, primarily within real estate, recruitment, paralegal, sales/marketing, and healthcare industries.
• Demonstrates familiarity with executive support responsibilities, CRM management, client coordination, and project administration.
• Relevant Experience
• Worked as a Paralegal Admin Assistant for an Australian conveyancing firm, where he reviewed contracts, handled client documentation, coordinated with stakeholders, and assisted with settlement preparation.
• Previously served as Social Media Manager and Paralegal Support for another conveyancing organization, assisting with document gathering, client file management, and scheduling lawyer consultations.
• Experience as a Logistics Lead Administrator, coordinating venues, preparing quotations, and supporting operational logistics for events and organizational initiatives.
• Also worked as an HR Admin Assistant and Recruitment Support, handling candidate sourcing, pre-screening, and HR coordination for recruitment processes.
• Administrative / Executive Support Skills
• Experienced in calendar management, meeting coordination, and meeting documentation, ensuring that key information and action items are captured and communicated to relevant stakeholders.
• Supports executives and business leaders with email management, operational coordination, and client communication.
• Has exposure to proposal preparation, contract documentation, and presentation decks, including preparing quotations and proposals for client engagements and partnerships.
• CRM, Systems & Tools
• Familiar with several CRM and business systems including Salesforce, Zendesk, HubSpot, and PipeDrive, along with custom CRM platforms used by specific clients.
• Experienced with project management tools such as Trello, ClickUp, and Monday.com for task management and collaboration.
• Additional systems exposure includes Xero and QuickBooks for invoicing, and real estate platforms such as PropertyMe and PropertyTree.
• Familiar with productivity tools including Google Workspace, Outlook, Slack, Zoom, and Calendly.
• Communication
• Demonstrates strong English communication skills and experience working with international stakeholders and distributed teams.
• Comfortable handling client communication, coordination across departments, and follow-ups with external partners and clients.
• Work Style & Strengths
• Organized and process-oriented, with experience supporting structured workflows such as legal documentation, settlement preparation, and recruitment pipelines.
• Adaptable and comfortable working in remote and fast-paced environments where coordination across teams and time zones is required.
• Demonstrates initiative in supporting executives, operations teams, and client-facing processes simultaneously.

Jerald is a highly experienced and detail-oriented Paralegal Administrator with extensive background supporting Australian conveyancing teams. With over five years of remote paralegal and administrative experience including hands-on work with Ownit Conveyancing QLD, Colwell Conveyancing Group, and ThinkConveyancing NSW Jerald is well-prepared to excel in a contract and CRM-focused role.

He has proven capability in CRM management, including experience with platforms like LEAP, ActionSteps, Salesforce, and Clio, where he regularly updated client contact data, tracked milestones, and managed contract documentation from EOI through settlement. His responsibilities have included preparing and issuing contracts via tools like DocuSign and DocHub, managing deposit tracking, sending executed contracts to all parties, and coordinating inspections and valuations.

Jerald is also adept at preparing settlement figures, statements of adjustment, and maintaining organized filing systems for all documents, receipts, and correspondence. His experience in chasing key dates, deposits, and outstanding documents through professional phone and email communication demonstrates his proactive and detail-focused approach. He has also worked closely with solicitors, clients, and agents making him comfortable in cross-functional and client-facing interactions.

In addition to his technical qualifications, Jerald brings strong customer service experience from his prior BPO roles in healthcare and financial accounts, which further strengthens his responsiveness, problem-solving, and communication skills.

With his in-depth knowledge of Australian conveyancing practices, excellent CRM and documentation skills, and proven ability to work independently in remote roles, Jerald Roxas is a strong fit for supporting contract execution, milestone monitoring, and stakeholder coordination in a fast-paced legal or real estate environment.

Jerald has a solid background in administrative support, recruitment, and project management within various industries, including real estate and legal services. His comprehensive experience makes him a strong candidate for roles in these areas.

• Administrative Support
• Recruitment
• Project Management
• Paralegal Duties

• Real Estate
• Legal Services
• BPO / IT-Enabled Services

Jerald has extensive experience in administrative and support roles. Most recently, he worked as a Recruitment Specialist, presenting employment opportunities, sourcing candidates, and conducting initial interviews. Prior to this, he served as a Project Manager and HR Specialist, helping with business development, social media marketing, and daily interviews across various industries. He also worked in the legal sector, assisting Australian lawyers with administrative tasks for property settlements, responding to client inquiries, and preparing legal documents. Additionally, Jerald has experience as a Digital Admin, handling booking, scheduling, data entry, lead searching, and email marketing. His strong organizational skills and attention to detail make him an asset in administrative and support roles.

Skills:

• Recruiter Customer Service (Advanced)
• Recruiting (Advanced)
• Real Estate (Advanced)
• Paralegal (Advanced)
• Administration (Advanced)
• IT Technical Support (Intermediate)
• B2B Marketing (Intermediate)
• Image Editing (Intermediate)

Software Proficiency:

• Microsoft Office Suite (Excel, Word, PowerPoint)
• ActionSteps
• LEAP
• PipeDrive
• Zendesk
• Canva

Jerald is currently available to start working immediately and is comfortable with both remote and on-site work setups. He has demonstrated strong technical and interpersonal skills, making him a valuable asset for administrative, recruitment, and project management roles. His experience in real estate, legal services, and business development showcases his ability to handle diverse tasks and ensure efficient operations. Jerald’s comprehensive background, attention to detail, and proactive approach to administrative support position him as a highly competent candidate for these roles.

• Jacquiline has been working for more than 10 years in different local companies in BPO, Marketing, and Electronics industries. She handled different positions such as General Virtual Assistant, Training Supervisor, and Customer Support. She started her freelancing career in 2023 and worked with US clients. She supported the following task:
  • Email management 
  • Calendar management
  • Bookkeeping
  • Data processing and Creation
  • Data entry
  • Training 
  • Customer service
  • Admin support
• She is proficient in Microsoft 365, Slack, Quickbooks, Salesforce, Canva, Monday.Com, Tableau, Alphine IQ, and Microsoft tools. 
• Jacquiline is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”

• Shanylow has a bachelor's degree in education and graduated as Cum Laude. She described herself as Highly organized and resourceful Virtual Assistant with years of experience seeking to leverage my proven skills in communication, time management, and administrative support to streamline your operations and boost your productivity.
• She was proficient in having these skills and tools:
  • communication skills both oral and written.
  • Time management and organization
  • Administrative skills
  • Technical Proficiency Strong Attention to Detail
  • Teamwork and collaboration
  • Time management and organization
  • Problem-solving and critical thinking
  • Adaptability and resilience
  • Prioritization and planning
  • Amadeus
  • Citrix
  • GDS
• She has been an English Teacher for couple of months. Teaching (kids, young professionals, adults) in a clear term to build proficiency, and introducing ways to help them overcome language barriers.
• She's been a Customer Service Representative for 2 years for 2 BPO companies. Working with Singapore Airlines booking, and handling customer's concerns, queries, and complaints. Working with Xirius XM account assists and solves customers' concern in a timely manner.
• She has been a Medical Virtual Assistant for 1 year. Scheduling Appointments - Identifying and proposing suitable appointment times based on both the client's and the company representative's availability. Communicating clearly and efficiently to ensure all relevant details are confirmed, including location, date, time, and purpose of the meeting. Data entry - managing patient data entry and performing patient record audits. Ensuring patient data is entered accurately and securely in accordance with HIPAA regulations. dating calendars and scheduling tools to reflect new appointments.
• Shanylow can start ASAP and open for full time roles.

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Focused on operational efficiencies: thinks about what needs to be done and how it can be done quickly without losing quality. Impatient with routines.
• Proactivity in driving to reach goals while moving at a faster-than-average pace. Inquisitive about the world.
• Relatively independent in taking action on their own ideas. Resourcefully works around most obstacles blocking completion of what they want to accomplish.