List intake, cleaning, and uploading. Collaborated with the marketing team during event planning. Assisted in coordinating event-related tasks as needed. Updated and uploaded lists in HubSpot, ensuring accuracy in information and proper tagging.

Scheduled and managed the executive's appointments and meetings. Served as the primary point of contact for the executive. Handled confidential documents and information. Monitored and managed the financial expenses of the executive and their direct reports. Prepared meeting agendas, materials, and documents; facilitated meetings; distributed summaries; and followed up on action items. Oversaw the daily operations of the department's office, including supply procurement, and management of office equipment. Organized and managed executive and line of business events, conferences, and special functions. Assisted in planning and executing company-wide events. Supported visiting offshore executives and managed client relations.

Cleaned and analyzed datasets for 20+ clients, identified trends for monthly performance reports. Worked closely with the COO to build the agency's knowledge database in Notion, conducted software research, and developed pages. Developed standard operating procedures (SOPs) for workflow management. Prepared sales decks for client presentations. Identified and qualified potential sales leads through Hubspot. Supported onboarding process for new clients. Implemented task automation on Monday.com for streamlined project management. Performed light bookkeeping duties using QuickBooks. Handled a variety of administrative tasks as needed.

Audited 50+ daily foreclosure cases, ensuring 100% accuracy in sensitive client data and compliance with legal standards. Liaised between departments to resolve discrepancies, improving case processing speed. Conducted data verification calls with customers, maintaining detailed logs of technical issues. Continuously monitored trends, identified emerging issues, and maintained an up-to-date knowledge base. Conducted precise data entry, analysis, and reporting using Microsoft Excel.

Resolved 20+ daily customer inquiries via phone/email, ensuring timely follow-up. Collaborated with cross-functional teams to resolve complex technical issues and improve customer experience. Recorded customer inquiries and issues. Cross-sold products.