Juliane Feliza M.

Operations Analyst, Transactions Coordinator, Virtual Assistant

ONE OF THE TOP 10% OF PERFORMERS ON UPWORK WITH PROVEN SUCCESS IN LONG-TERM CONTRACTS. I have 9 years of Virtual Assistance experience working with Real Estate Companies. My roles are focused on Operations, Transaction Coordinator, Customer Service, Property Management, Research, Data Analytics & Project Management. I also have over 10 years of BPO background. I am a Top Rated Plus Freelancer on Upwork not because I have multiple clients but because I have proven value and a huge contributor to the success of the company that I work for. I am seasoned in performing tasks related to the following: - Transaction Coordinator Tasks related to Investments & Acquisitions - 5 years experience - LLCs & Corporations Formations and Maintenance in the US - 5 years experience - Appointment Setting & Calendar Management for Executives - 5 years experience - Project Management & Task Delegation - 5 years experience - Training new hires - over 10 years experience - Creating Policies & Procedures - over 10 years experience - Research - 10 years experience - Data Collection & Entry - 10 years experience - Online Bills Payment including taxes/returns - 5 years experience - IRA Process for Investments - 5 years experience - Shareholding change requests process & documentation - 5 years experience - Preparing K-1 information for a large number of recipients - 5 years experience - Outbound Sales Call - over 5 years experience - Inbound Customer Service Calls - over 10 years experience - Responding to Customer/Client Emails - over 10 years experience - Team Supervision - over 11 years experience - Travel Arrangements (Car, hotel, flight & meetings) I have experience & familiarity in the following: - Tax Filing for Individual and LLCs in the US - 3 years experience - Recruiting & Sourcing - 3 years experience - Issuing 1099s for US Contractors - 3 years experience - Coordinating buyer & seller documents for property sale - 5 years experience - Processing payments for US Contractors & W-2 employees - 1 year experience - Filling out multiple forms for Franchise Tax Board & IRS relating to business compliance on regulations - 4 years experience I am very familiar with the following applications: - Slack - gSuite/Google Workspace - Outlook - Dropbox - Treasury Software for generating ACH Batch Payments/NACHA Files - LastPass - TeamSync - RingCentral - Zoom - Phone Burner for Outbound Calls - Active Campaign - Investor Deal Room - DocuSign - HelloSign - SignNow - Gusto - Eventbrite - GMass - ASANA - Calendly -Buildium -AppFolio -Nextiva -Monday.com - Appfolio Clients would commend me for being detail oriented, adaptive to changing processes, fast learner and most of all, thorough in delivering outputs. I am committed not only to meet targets but to deliver with high quality and exceeding expectations.