Jay Anne O.

I am a highly skilled Virtual Assistant and Administrative Assistant with three years of impactful work experience.My primary responsibilities include assisting mortgage brokers in underwriting mortgage applications, organizing documents, and responding to inquiries related to mortgage applications. In my previous role, I made substantial contributions that directly enhanced operational efficiency: - I transformed the Google Sheets used to record and update sales deals by implementing advanced formulas for output records. This initiative eliminated the need for manual inputs and calculations in reporting, streamlining our processes significantly. Also, I used an Appscript for other automation process on our data handling. - I designed a real-time dynamic dashboard using Google DataStudio specifically tailored to meet client needs. This dashboard consolidates data from multiple Google Sheets to provide live monitoring of agent performance. It is regularly updated with new features based on client feedback. The report offers an in-depth breakdown of agent performance by application status and lender, clearly illustrating how each agent performs according to client application status and lender details. Moreover, it effectively tracks broker performance based on BPS (basis points). I have excellent knowledge and experience in using MS Word, PowerPoint, MS Excel, and MS Access. I help businesses streamline operations, automate workflows, and improve efficiency using tools like ClickUp, Google Sheets, Looker Studio, and CRM systems. In my previous role as Admin Manager at Badminton City & Tempura House, I successfully managed multiple financial responsibilities, including budgeting, forecasting, and reporting. By implementing a new financial tracking system, I improved accuracy in reporting and facilitated better decision-making across departments. My approach to finance not only focuses on meticulousness but also emphasizes the importance of strategic planning and forecasting. Additionally, my experience with inventory management has equipped me with the skills to oversee stock levels and ensure efficient logistics. I developed a streamlined inventory tracking system that reduced discrepancies by 70 to 80%, resulting in lower carrying costs and an enhanced ability to meet customer demand promptly and made reconstructions and repairs in the complex. I have intermediate knowledge of SQL, Java, JavaScript, HTML, and CSS. I'm proficient in software such as MS ACCES, EXCEL, FB Page, and Publisher. I use these skills to manage both financial and inventory processes seamlessly, which has helped me improve team performance. My proficiency in these tools is valuable for roles involving web development and database management. I'm a fast learner, versatile, and goal-driven, I'm confident that I can succeed in any position with minimal supervision. I'm also competitive with myself and am always seeking ways to improve and develop. I love solving problems and am always up for a challenge.