Dynamic Executive Assistant & Credit Specialist
A highly organized and detail-oriented professional with extensive experience as an Executive Assistant and Credit Specialist. Proficient in managing executive appointments and calendars, email organization, and preparing impactful presentations and spreadsheets. Skilled in social media management and creating efficient workflows and processes to enhance productivity.
As an Executive Assistant to the CEO, I excel in maintaining organized listings and files, conducting MLS searches for client presentations, and managing CRM databases. My expertise includes event planning and coordination, as well as making travel arrangements that encompass booking flights, cars, hotels, and restaurant reservations.
In my role as a Credit Specialist, I analyze client credit reports and develop personalized strategies for credit improvement. I am adept at using Client Dispute Manager to manage credit disputes, draft dispute letters, and communicate effectively with credit bureaus, creditors, and collection agencies. I educate clients on actionable credit-building strategies and maintain accurate records of their progress while staying informed about changes in credit laws and regulations.With a strong commitment to delivering exceptional support and a proven ability to manage multiple tasks simultaneously, I thrive in fast-paced environments and contribute effectively to team success.
Tools:
Slack
Asana
Trello
Airtable
WooCommerce
HubSpot
HubStuff
Acuity
Calendly
SmartCredit
ActiveCampaign
Identity IQ
Vonage
Gmail/Gdrive
Canva
Kajabi
Wordpress
KVCore
eXpRealty
17Hats
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DocuSign
DocHub
Vimeo
Whatsapp
Zillow
Moresolds
CAR - California Association of Realtors
Xero
Clozio
Creator Studio / Meta
Zapier
Buffer
SimpleCast
Wave
YCA - Youcanautomate
Audacity
Chat GPT/POE
Quillbot
Typeform
PostalCity
Gohighlevel
Disputefox
Pandadocs
Paragon
Fabio
BRM - Broker Risk Management
Adobe Premier Pro
Descript
Industry:
Business Coaches
Health and Wellness Coaches
Real Estate
HealthCare
Financial Services
