Ailyn Aninon

• Virtual Assistant and IT Administrator for the IT department of USA based Home Mortgage company
• Creating tools log-ins for new employees
• Disable log-ins for terminated employees
• Purchase equipment and office supplies through Amazon
• Creating shipping labels and monitoring packages deliveries
• Updating the company's active directory
• Tools and accounts clean-ups
• Helping the new branches/offices in reaching out to vendors to help set up the utilities, internet, and other vendors
• Creating expense reports and bank reconciliation for IT-related expenses
• Adding travel access for employees on a out of the country vacation and other Adhoc tasks
• Virtual Assistant and IT Administrator for the IT department of USA based Mortgage company

Handling customer service concerns for an American telecommunications company
Processing payment and setting up payment arrangements
Help customers with their billing concerns and helping with disputes
Reviewing existing plans and helping with plan change as per customer request
Creating tickets for disputes and other concerns that need escalations.

• Prospecting or Lead Generation
• Qualifying the lead
• Setting up an appointment
• Doing financial needs analysis
• Product presentation
• Answering questions
• Closing the sale and doing the paperwork needed
• Helping the client with after sales services

• Prospecting or Lead Generation
• Identify if the lead is qualified to be an insurance advisor
• Setting up an appointment
• Doing career presentations and answering questions
• Helping the candidate prepare the requirements and schedule review sessions for Insurance Commission's licensing exam
• Schedule sales and product training
• Joint fieldwork for the first few clients of the new advisor
• Help the new advisor close the sale and show them how to do the paperwork needed
• Helping the new advisor to set sales goals and track their progress
• Evaluate advisor's performance and provide coaching
• Schedule monthly meetings with financial advisors under my team

• Prospecting or Lead Generation
• Getting referrals from bank partners
• Qualifying the leads
• Setting up an appointment
• Doing financial needs analysis
• Product presentation
• Answering questions
• Closing the sale and doing the paperwork needed
• Helping the client with after-sales services

• Handling customer service concerns for an American telecommunications company
• Processing payment and setting up payment arrangements
• Help customers with their billing concerns and helping with disputes
• Reviewing existing plans and helping with plan change as per customer request
• Creating tickets for disputes and other concerns that need escalations

• Managing day to day tasks administrative tasks for real estate and insurance agent clients
• Light bookkeeping for the client's expenses using QuickBooks
• Bank reconciliations
• Data entry
• Appointment setting
• Social Media Management
• Other Adhoc tasks