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Skills

  • Administrative Assistance
  • Appointment Setting
  • Calendar Management
  • File Management
  • Multitasking
  • Professional Organizer
  • Time Management
  • Virtual Assistant

Services

  • Premium Virtual Assistant

    $15/hr Starting at $150 Ongoing

    Dedicated Resource

    Hi! Need a highly organized partner to clear your plate and optimize your daily operations? I provide premium administrative support designed to keep your business running smoothly behind the scenes...

    Administrative AssistanceAppointment SettingCalendar ManagementFile ManagementMultitasking

About

Virtual Assistant & Customer Success Expert | Mortgage Payment Specialist

Are you looking for a versatile, reliable professional to streamline your business operations and keep your customers happy? I am here to help.

With a strong professional background spanning Virtual Assistance, Executive Admin Support, Customer Experience (CX), and Specialized Mortgage Collections, I bridge the gap between backend organization and frontline customer success.

Whether you need a dedicated hand to manage your daily administrative workflows, optimize your inbox, or handle high-stakes customer and financial resolutions, I deliver results with efficiency and empathy.

Here is how I can add immediate value to your business:
• Virtual Assistance & Admin Support: Expert calendar management, data entry, email organization, and CRM upkeep to keep your operations running smoothly.
• Customer Success & Support: Proven track record in Live Chat, Emailing, and phone support, turning frustrated users into loyal brand advocates through strategic conflict resolution.
• Financial & Mortgage Operations: Highly experienced in payment and debt resolution, balancing professional assertiveness with great diplomacy to secure payments while maintaining client relationships.

I am tech-savvy, highly adaptable, and fluent in navigating various CRMs and Helpdesk platforms (such as Zendesk, Salesforce, and HubSpot). As a freelancer, my goal is simple: to save you time, optimize your daily processes, and protect your bottom line.

Let’s discuss how I can support your business goals!

Work Terms

I believe in clear communication, transparency, and delivering high-quality results. To ensure a smooth and successful collaboration, here are my standard working terms:

Availability & Time Zone
• Hours per week: Available for 20 to 40 hours per week (depending on project scope).
• Schedule: Open to matching your business hours (US, UK, or EU time zones) for live chat/phone support or working asynchronously for admin tasks.
• Response Time: Guaranteed response to all messages within 2–4 hours during business hours.

Payment & Milestones
• Fixed-Price Projects: Work must be broken down into clear, agreed-upon milestones via Guru SafePay. A 25% to 50% deposit is required before work begins on the first milestone.
• Hourly Projects: Tracked transparently using Guru’s time tracker or an agreed-upon software (like Hubstaff/Toggl).
• Invoice Schedule: Invoices are submitted weekly or bi-weekly depending on our contract setup.

Communication & Reporting
• Primary Channels: All official contract and project communication must stay on the Guru platform to protect both parties.
• Live Tools: I am comfortable using Slack, Microsoft Teams, Zoom, or Skype for scheduled team syncs or onboarding.
• Status Updates: I provide a brief weekly progress report detailing completed tasks, pending items, and any roadblocks.

Lastly, I take security seriously. I am happy to sign a Non-Disclosure Agreement (NDA) and always utilize secure password managers (like LastPass or 1Password) to access client accounts.