Bachelor of Science in Accountancy
St. Vincent College of Science and Technology
Hi, I'm Riekka Leah, a dedicated Executive Virtual Assistant with a background in Finance and Accounting and experience supporting businesses with administrative operations, customer service, data management, and mortgage administration.
I specialize in streamlining workflows, managing schedules, organizing data, maintaining CRM systems, and providing reliable day-to-day support that helps businesses stay efficient and productive. With experience using tools such as Google Workspace, Microsoft Office, Canva, Quickli, ApplyOnline, Salestrekker, and various CRM platforms, I quickly adapt to new systems and processes.
My background in customer service and finance has strengthened my communication, problem-solving, and attention to detail, allowing me to deliver accurate, organized, and high-quality work. I take pride in being proactive, dependable, and committed to helping clients achieve their goals.
Whether it's managing administrative tasks, supporting business operations, or ensuring projects run smoothly, I strive to make a meaningful impact through professionalism, efficiency, and continuous learning.
St. Vincent College of Science and Technology
Assisted mortgage brokers throughout the Australian home loan process by preparing and reviewing loan applications, verifying supporting documents, and ensuring compliance with lender requirements. Managed client records, maintained accurate data in CRM systems, liaised with lenders and clients to obtain outstanding documentation, tracked loan progress from application to settlement, and provided administrative support to ensure a smooth and efficient mortgage process. Experienced in using mortgage software such as ApplyOnline, Salestrekker, Quickli, and lender servicing calculators to assess borrowing capacity and support loan submissions.
Supported the Credit Department in evaluating and processing loan-related documents while ensuring accuracy and compliance with company policies. My responsibilities included reviewing client information, organizing and maintaining credit records, performing data entry, preparing reports, and assisting with administrative tasks. I also collaborated with team members to ensure timely processing of credit applications and gained practical experience in credit operations, financial documentation, and professional office procedures.
- Conducted outbound calls and emails to engage business clients and introduce service offerings.
- Prospected, qualified, and nurtured leads to generate new business opportunities.
- Scheduled meetings and followed up consistently to move prospects through the sales pipeline.
- Maintained accurate records of all interactions and progress in CRM systems.
- Managed daily scheduling and calendar coordination for clients, ensuring all appointments were timely, confirmed, and aligned with priorities.
- Conducted outbound calls, emails, and messages to prospects and clients to schedule meetings, consultations, and follow-ups.
-Maintained CRM system with updated client interactions, appointment details, and status tracking.
-Collaborated with sales and customer service teams to streamline lead follow-ups and improce client engagement
-Demonstrated excellent communication skills, time management, and attention to detail in a fast-paced remote environment.
Provides and ensure quality assistance to prospects through phone calls by verifying information and providing them accurate quotations based on their unique individual criteria that they are interested to check and purchase.
Assisting with loan administration, application processing, client documentation, lender communication.
Preparing reports, maintaining records, organizing spreadsheets, and delivering accurate data for business decisions.
Maintaining professional communication with clients through email, phone, and CRM platforms to ensure a positive custome
Providing day-to-day support to help executives stay organized, productive, and focused on strategic priorities.
Keeping emails organized, coordinating meetings, managing calendars, and ensuring nothing falls through the cracks.