Detail-oriented Management Engineering graduate with extensive experience in finance, insurance, real estate, and business development support. Skilled in loan processing, insurance quoting, credit analysis, property research, transaction coordination, and client relationship management. Adept at leveraging digital tools, financial analysis, and market research to support mortgage, insurance, and business development operations. Proven ability to streamline processes, manage client portfolios, and provide high-level virtual assistance to executives and agencies.
Core Skills
Mortgage & Credit / Loan Processing
• Loan Documentation & Application Support
• Credit & Risk Analysis
• Compliance with Banking/Insurance Regulations
• Client Onboarding & Needs Assessment
• Financial Reconciliation & Reporting
Insurance (Property & Casualty / Health)
• Insurance Quoting & Policy Support
• Client Portfolio Management
• Claims Processing & Follow-Up
• Online Reputation & Client Relations Management
Real Estate Support
• Property Research & Market Analysis
• Investment Property Acquisition Support
• Transaction Coordination (TC)
• Real Estate Marketing (Social Media, Listings, Ads)
Business Development & VA Skills
• Lead Generation & Appointment Setting
• CRM Management & Data Entry
• Social Media Marketing & Client Outreach
• Strategic Research & Business Growth Support
Technical Skills
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Google Workspace (Docs, Sheets, Slides)
• Social Media Platforms (Facebook, Instagram, LinkedIn)
Professional Experience
Insurance Agent | Pacific Cross
January 2018 – Present
• Managed a portfolio of insurance clients, processing policies, renewals, and claims.
• Generated new business through referrals, online marketing, and client acquisition strategies.
• Supported clients with insurance coverage options and facilitated seamless quoting processes.
• Built strong client relationships, resulting in high retention and repeat business.
Verified
