Highly organized and results-driven Virtual Assistant with experience supporting businesses in financial services, customer support, and e-commerce. Skilled in mortgage and lending administration, document preparation, CRM management, client communications, email and calendar management, social media content creation, chatbot development and testing, knowledge base management, FAQ documentation, and process improvement. Experienced in collaborating with advisers and internal teams to streamline workflows, manage customer enquiries, and deliver efficient administrative support.
Results-driven banking and customer support professional with over 7 years of experience, including 5 years in a local bank managing the end-to-end business loan process and 2 years and 8 months as a Customer Retention Specialist for a global financial institution. Proven track record in handling high-value client accounts, loan documentation, customer issue resolution, dispute handling, and retention strategies.
Versatile in general administrative support, customer service, e-commerce operations, and Shopify management. Recognized for strong communication skills, attention to detail, adaptability in fast-paced environments, and a commitment to delivering exceptional service while supporting business operations efficiently.
Verified
