Customer Support /Transactions Coordinator / Virtual Assis

Overview

Looking for full-time work (8 hours/day)

at $7.00/hour ($1,232.00/month)

Bachelors degree

Last Active

April 3rd, 2025 (yesterday)

Member Since

May 11th, 2022

Profile Description

CLAIMS ADMIN - VIRTUAL ASSISTANT
Proliance Public Adjusting
December 2022 - September 2022
Duties and Responsibilities:
-Coordinate with insurance companies to file homeowners’ claims on behalf of clients, ensuring accuracy and compliance with required documentation.
-Communicate with customers via phone, email, and chat to provide claim status updates and assist with inquiries regarding deductibles, out-of-pocket expenses, and other policy-related concerns.
-Manage and schedule appointments for public adjusters, optimizing calendar efficiency and ensuring timely inspections.
-Obtain and review inspection results from insurance companies, thoroughly assessing claim approvals, partial approvals, or denials to determine the next course of action.
-Liaise with insurance adjusters to facilitate claim progress, ensuring timely resolution and advocating for client interests..
-Analyze and assess damage reports related to roofing and siding to support claim accuracy and verification.
-Handle email correspondence by responding to inquiries, filtering messages, scheduling follow-ups, and ensuring timely responses to critical communications.
-Perform data entry using various CRM tools with precision, maintaining accurate records of claims, inspections, and client communications.

MORTGAGE LOAN PROCESSOR - VIRTUAL ASSISTANT
Maximos Lending 
June 2022 – October 2022
Duties and Responsibilities:
-Communicate with customers via phone, email, and text to provide mortgage loan status updates, request any necessary information or documentation and assist them with general concerns.
-Assist in collecting and organizing customers' application paperwork to ensure completeness and accuracy before submission to the underwriter.
-Coordinate with underwriters to fulfill conditions required for loan approval and facilitate smooth loan processing.
-Order and verify essential borrower documents, including Social Security Number (SSN), driver’s license, employment history, income statements, credit reports, homeowner’s insurance, tax transcripts, title, and escrow documents.
-Perform accurate data entry, maintaining comprehensive records of loan applications, underwriting conditions, and borrower details using different CRM tools.
-Monitor and manage email correspondence, responding promptly to inquiries, filtering messages, scheduling follow-ups, and ensuring timely communication with all stakeholders. 
 
OPERATIONS SR. SPECIALIST
JPMorgan Chase & Co
January 25, 2021 – June 1, 2022
Duties and Responsibilities:
-Assist in processing customers’ mortgage loans by ensuring all required documents are obtained and verified.
-Request necessary documentation from insurance companies to facilitate loan processing and ensure compliance with firm requirements.
-Conduct thorough reviews of submitted documents to verify accuracy, completeness, and adherence to underwriting standards.
-Assess insurance coverage to confirm it meets firm requirements and verify if policies are current or require renewal.
-Coordinate with insurance companies to update or obtain necessary policy documents as needed.
-Maintain an organized system for managing customers’ documents throughout the loan process to ensure efficiency and accessibility.
-Monitor and manage email correspondence, responding to inquiries, filtering messages, and ensuring timely follow-ups.
-Perform precise data entry to maintain accurate records of loan applications, insurance documents, and communication logs. 

TECHNICAL AND CUSTOMER SUPPORT
Concentrix (Convergys Legacy)
November 27, 2017 – December 19, 2020
Duties and Responsibilities:
-Assess and understand customer complaints, effectively communicating solutions to technical issues in a clear and professional manner.
-Serve as the first point of contact for customers, providing assistance with general inquiries and resolving concerns efficiently.
-Address and resolve billing inquiries, ensuring accuracy and clarity in customer transactions.
-Assist customers with order processing while proactively recommending service upgrades to enhance their experience.
-Schedule technician appointments, coordinating service visits to ensure timely issue resolution.
-Promote and sell insurance or protection plans to existing customers, highlighting benefits and addressing any concerns to facilitate informed decisions.