Virtual Assistant/Data Entry Specialist/Admin Assistant/CSR

Providing administrative support to the property manager involves answering phones, responding to emails, and maintaining office supplies, among other tasks. Responsibilities include managing the turnover of units to owners, explaining and collecting one-time payments, house rules, and detailing monthly and parking dues. Database management entails keeping resident information current, including contact details, unit numbers, billing preferences, and payment histories. Facility management involves ensuring the maintenance and cleanliness of common areas, scheduling cleaning services, addressing maintenance issues, overseeing landscaping, and ensuring compliance with safety regulations. Enforcing rules and regulations is essential to ensure residents adhere to condominium association policies such as noise restrictions, parking rules, pet policies, and proper use of common areas. Customer service involves assisting residents with billing inquiries, payment options, account-related issues, and promptly handling complaints with courtesy. Resident communication includes preparing notice boards and other communications about events, policies, and updates on ongoing projects. Billing responsibilities involve generating and distributing invoices or statements for various dues and charges. Collection tasks include implementing procedures to ensure timely payment of dues, sending reminders for overdue payments, and issuing late payment notices. Payment processing encompasses receiving and processing payments, recording them accurately, and updating resident accounts. Tools used include the Cash Receipt Book (CRB) for transaction receipts, Acumatica for recording and encoding financial transactions, updating contact information, or adding new accounts, and Microsoft Excel and Word for reports, letters, financial reports, and notices.

Analyzing the financial documents of JP-Morgan and Morgan Stanley involves classifying the reports as financial reports, directed to someone, advertisements, error documents, invitations or a news reports. The Columbia tool is utilized for editing these financial reports, which includes text editing, listening, and publishing to create audio text (AI voice). Additionally, the Columbia Aquarius tool is used for editing PDF files for clients such as Harvard School, the US Air Force, the Military Academy, and other customer brands and services. This process also involves text editing, listening, and publishing to create audio text (AI voice). Lead generation tasks include identifying potential companies and customers, while emailing involves reaching out to these prospects. The HubSpot tool is used to schedule meetings with potential customers or companies. Other tools employed in this process include Notepad++ for text editing and conversion, Fresh Service for ticket assigning, Apollo.io for accessing a contact database, Outlook for managing emails, and Microsoft 365 (Excel and Word) for task tracking and word processing.

Customer assistance entails offering friendly and professional help to customers via phone, addressing inquiries related to credit card account balances, transaction history, credit limits, available rewards, and other account-related questions. Transaction processing involves managing bill payments through debit cards and checks. Credit card support includes guiding customers on Credit One Bank credit card products, covering application processes, credit limit inquiries, card replacements, personal information updates, and assisting with activating and understanding card features and benefits. Billing and payments support helps customers comprehend their billing statements, including charges, fees, interest rates, and due dates. It also involves assisting with automatic payment setups, scheduling payments, and resolving billing errors or disputes. Troubleshooting assists customers with technical issues related to online banking platforms, mobile apps, and other digital banking services, such as login problems and transaction errors. Problem resolution includes investigating and addressing customer issues or complaints about billing discrepancies, unauthorized transactions, account errors, and other concerns, ensuring satisfactory outcomes while adhering to company policies and regulatory guidelines.

I have a Certified Certification of XERO and I undergo Self training navigation in XERO

Certification Holder of US Bookkeeping with QuickBooks. also I have a ProAdvisor Certificate

Analyzing the financial documents of JP-Morgan and Morgan Stanley involves classifying the reports as financial reports, directed to someone, advertisements, error documents, invitations or a news reports.

Lead generation tasks include identifying potential companies and customers, while emailing involves reaching out to these prospects.

Certification Holder of US Bookkeeping with QuickBooks

I undergo Training certification in Graphic Design, and I applied this as Community Manager in VA training PH where I am responsible for creating Graphic Design, Posting in Social Media Group and Creating a Content.

I have a certification for Calendar Management and also I apply this in all of my Interview to a client

Certification holder of CREATIVE WEB DESIGN

Certification holder of CREATIVE WEB DESIGN

Certification Holder of Creative WEB DESIGN