Jerry
Appointment Setter, Virtual Assistant, Lead Generation
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $6.30/hour ($1,108.80/month)
Associates degree
Last Active
March 24th, 2025 (today)
Member Since
March 14th, 2023
Profile Description
Elevate Your Business with Precision, Passion, and Proven Expertise
PROFESSIONAL SUMMARY:
Results-driven Virtual Assistant with extensive experience in real estate transaction coordination, appointment setting, customer service, and executive assistance. Skilled in streamlining operations, managing CRM systems, and optimizing lead generation using digital tools. Proven ability to coordinate transactions, engage with clients, and support business growth. Tech-savvy and highly adaptable, with expertise in administrative support, sales, and team management to enhance workflows and customer experience.
WORK EXPERIENCE:
Appointment Setter / Cold Caller
October 2023 - January 2025
Managed outbound and inbound lead qualification through cold calling and direct messaging.
Scheduled and confirmed appointments using CRM tools.
Maintained customer engagement with personalized follow-ups.
Utilized automation tools to enhance outreach efficiency.
Transaction Coordinator (Real Estate)
August 2022 - August 2023
Coordinated real estate transactions from contract to close.
Managed Dotloop for document handling and compliance.
Assisted realtors with client onboarding and property listings.
Performed skip tracing and lead follow-ups using Follow Up Boss.
Communicated with buyers, sellers, and agents to ensure smooth transactions.
DM / Appointment Setter (Stoic Money Coach) - Part-time
July 2022 - July 2023
Engaged potential clients via direct messaging on social media.
Qualified leads and scheduled calls for the sales team.
Maintained detailed records of interactions and follow-ups.
Executive Assistant (BrandNat)
June 2022 - June 2023
Managed executive calendars,
Conducted market research and prepared business strategy reports.
Handled administrative tasks such as document management and data entry.
Assisted in negotiating brand partnerships and collaborations.
Customer Service/Support/Tech Representative (BPO Industry)
January 2020 - June 2022
Provided customer support via
Resolved technical issues and processed service requests efficiently.
Maintained high customer satisfaction with professional problem-solving.
Branch Manager (Microfinance – ASA Phils. Foundation)
March 2014 - December 2019
Managed daily branch operations and customer service.
Evaluated loan applications and conducted credit risk assessments.
Led and trained a team of loan officers, improving performance and efficiency.
TOOLS & PLATFORMS
CRM & Lead Management:
Follow Up Boss, GoHighLevel, HubSpot,
Project Management & Communication:
Slack, Trello, WhatsApp,
E-commerce & Social Media:
Shopify,
Dialing & Outreach Tools:
Ready Mode, LinkedIn, WhatsApp
Bookkeeping & Finance Tools:
Bokio, Fortnox
SKILLS AND EXPERTISE:
Real Estate Transaction Coordination – Managing legal documents, client onboarding, and property listings.
Appointment Setting & Lead Generation – Cold calling, DM outreach, and scheduling appointments.
Customer Support & Sales – Handling inquiries, resolving issues, and upselling services.
Social Media Management – Running ad campaigns, engaging audiences, and optimizing brand presence.
Administrative Support –
Skip Tracing & Data Research – Using TruePeopleSearch, FastPeopleSearch, and County Auditor to gather lead information.
Team Leadership & Training – Supervising teams, mentoring new hires, and improving performance.
Contact:-
-
- WhatsApp/Viber:
- Phone number:
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Top Skills
Professional Services » Management Services » Administrative Management
Experience: 1 - 2 years
As an experienced Real Estate Transaction Coordinator and Virtual Assistant, I specialize in managing documents for buyers and sellers using Dotloop, communicating with leads via Follow Up Boss CRM and conducting skip tracing with tools like TruePeopleSearch, FastPeopleSearch, Forewarn, and County records. I ensure smooth transactions by keeping accurate records, facilitating clear communication between parties, and writing detailed property descriptions for both on-market and off-market properties. My goal is to streamline real estate processes and support professionals in closing deals efficiently.
Marketing » Appointment Setting
Experience: 1 - 2 years
as an Appointment Setter, where I’ve managed tasks like sending mass messages via Instagram, responding to leads using ManyChat, updating databases with spreadsheets, setting appointments through Calendly, and sending call reminders to ensure smooth scheduling and communication.
Other Skills
Customer Support » Customer Service
Experience: 2 - 5 years
As a customer service professional, I focus on clear communication and making sure customers feel heard. I take ownership of their issues, solving problems quickly and effectively. With attention to detail and timely follow-ups, I ensure a smooth experience from start to finish, leaving customers satisfied and with a positive impression.
Office and Administration » Data Collection » Skip Tracing
Experience: 2 - 5 years
As a skip tracer, my focus is on accuracy and efficiency. I specialize in finding hard-to-locate individuals by gathering and verifying key information, such as names, phone numbers, and LLC details. I use thorough research techniques and reliable tools to ensure the data is correct, helping to streamline the process for real estate transactions or debt recovery. My attention to detail and persistence enable me to deliver reliable results, ensuring that the leads I provide are actionable and timely.
Basic Information
- Age
- 33
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Trece Martires City, Cavite
- Tests Taken
- IQ
- Score: 128
- DISC
- Dominance: 31%
- Influence: 12%
- Steadiness: 41%
- Compliance: 17%
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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