Bachelor of Science in Medical Technology
New Sinai School and Colleges
I’m a Lead Generation & Email Marketing VA with 8+ years of BPO experience in tech, healthcare, finance, banking, and home equity. My experience includes customer outreach, email and chat support, lead follow-ups, document collection, CRM updates, and coordinating tasks to keep applications moving.
In my current role, I regularly follow up with customers, respond to inquiries, track outstanding requirements, and help move opportunities toward closing and funding.
I’m organized, detail-oriented, and confident in communicating with prospects without being overly pushy. I focus on building genuine conversations, consistent follow-ups, and keeping leads engaged so businesses have more opportunities to convert.
New Sinai School and Colleges
Day-to-Day Responsibilities
Handle inbound and outbound calls, emails, and live chats, providing timely customer support and resolving inquiries. Manage customer interactions and follow-ups through Salesforce, while using Talkdesk for calls.
Coordinate schedules and documentation through Google Workspace, collaborate with teams via Slack, and follow SOPs and process updates through Document360, Underwrite, and Sana. Also maintain accurate records and track tasks using Google Sheets while managing payroll and attendance through Sprout.
Evaluate applicants’ financial information, income, and creditworthiness to assess risk and determine eligibility for credit cards. Review supporting documents, verify information, and recommend appropriate credit limits based on established lending guidelines.
Provided end-to-end support for luxury and automotive loan accounts, including Maserati Capital USA, Land Rover, and Subaru. Assisted customers with payments, insurance, due dates, account management, and online/mobile app support. Verified account details and processed payments using Quest and iCAF, while handling inbound calls through Praesto and Omni and coordinating internally via Microsoft Teams and Outlook.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Support in building a pipeline of leads to meet business plans, quotas and company objectives.