Detail-oriented and highly organized Real Estate Virtual Assistant with extensive experience in financial services, property management, and real estate transactions. Recently completed Virtual Assistant and Transaction Coordinator training, equipping me with expertise in documentation, CRM management, and client support.

Successfully managed my own real estate transactions, including property sales and rental management. Adept at coordinating transactions, handling contracts, and providing administrative support to real estate professionals.

EDUCATION

Ateneo de Manila University
AB Economics (1982-1986)

TRAININGS & CERTIFICATIONS

• Real Estate Virtual Assistant Training (2024) – Gained expertise in property management, client communication, market analysis, and real estate software tools.
• Transaction Coordinator Certification – Focused on real estate transactions, legal aspects, and document preparation.
• Project Financing Seminar (UA&P) – Covered funding strategies, investment analysis, and financial structures in real estate.
• Remedial Management Course (BAP-CB) – Emphasized leadership strategies and conflict resolution in real estate.
• SME Lending Certification (Planters Development Bank) – Specialized in credit assessment and risk management for financing real estate projects.

TOOLS

• CRM Software: Monday.com, Follow Up Boss, Salesforce
• Microsoft Office: Excel, Word, PowerPoint
• Google Suite: Docs, Sheets, Drive
• Social Media Management: Facebook, Instagram, LinkedIn
• Design Tools: Canva & Basic Graphic Design
• AI Tools: ChatGPT

WORK EXPERIENCE

Property Owner & Manager | Real Estate Transaction Experience | Self-Managed Property Sale

• Managed all aspects of rental property, including tenant communication, lease agreements, and maintenance coordination.
• Handled financial planning, rental pricing, and online listings for property marketing.
• Negotiated lease terms and ensured legal compliance with rental agreements.
• Successfully handled the sale of my own condo, overseeing the entire transaction process.
• Prepared and reviewed sales contracts, ensuring compliance with legal requirements.
• Coordinated with buyers, brokers, and legal professionals to facilitate a seamless transaction.

Financial Services Experience

• Managed financial operations, cash flow, and contract negotiations across various industries.
• Led teams handling financial transactions, documentation, and client relationship management.
• Negotiated and processed financial transactions for corporate and individual clients.
• Supervised account origination, financial evaluations, and loan approvals.
• Built and expanded loan portfolios, improving financial performance and client engagement.

REFERENCE

• Mr. Neal Adrian Jaca – Sync2VA Founder and Trainer
• Ms. Angel San Juan – Sync2VA Trainer