Hi! I'm Jade — a Sales Development, Customer Support, and Administrative Support Specialist with 7+ years of experience helping US-based companies grow, streamline operations, and deliver exceptional customer experiences.
I specialize in SDR/Appointment Setting, CRM Management, Ticket Support, Lead Generation, and Executive/Admin Assistance. I work fast, communicate clearly, and consistently deliver results with minimal supervision.
In addition, I currently work as a Mortgage Loan Officer, where I handle client pre-qualification, assess income and credit profiles, and guide borrowers through loan options such as FHA, Conventional, and USDA. I manage inbound and outbound leads, convert inquiries into qualified appointments, and maintain accurate records using CRM tools like Salesforce, HubSpot, Gorgias, Facilit, Corrigo, BPD, Blend, & Notion.
This experience strengthens my ability to handle sensitive financial information, manage pipelines, and communicate effectively with clients in high-stakes, fast-paced environments.
Experience: 2 - 5 years
Inbox management, scheduling, and calendar coordination. Vendor management, proposal preparation, and invoice processing. Work order management using ServiceChannel, Corrigo, and Facil-it creates clear EOD reports, documentation, and workflow updates. Highly organized with excellent attention to detail
Experience: 1 - 2 years
Cold calling, email outreach, and LinkedIn prospecting. Exceeded KPIs: meetings booked, calls made, connect rates. Quality CRM updates in HubSpot/Salesforce.
Experience: Less than 6 months
Loan Pre-Qualification Client Qualification FHA, Conventional & USDA Loans Loan Pipeline Management Mortgage Documentation Support Credit Report Analysis
Experience: 2 - 5 years
Managed tickets, inbound calls, disputes, and customer concerns Prevented churn through proactive communication and issue resolution Experienced with Gorgias, HubSpot CRM, Gand oogle Workspace Strong in empathy, problem-solving, and customer relationship building
Experience: 1 - 2 years
Built targeted lead lists and booked sales meetings. Assisted in value proposition presentations. Maintained accurate data tracking.
Experience: 6 months - 1 year
Booked 3–5 qualified appointments/day for B2B executives. Conducted cold calls & outreach to CEOs/CFOs. Maintained accurate CRM activity logs.
Experience: 6 months - 1 year
Managed work orders, vendors, and service requests. Handled inbox management, client updates, and escalations. Prepared invoices, proposals, and daily reports.
Experience: 1 - 2 years
Converted inbound leads and improved follow-up rates. Handled customer disputes and support tickets via Gorgias. Managed calendars, reporting, and CRM cleanliness.
Experience: Less than 6 months
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