Therese

Sales Development|Customer Support| Administrative Specialist| Mortgage Loan Off

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Overview

Looking for full-time work (8 hours/day)

at $4.96/hour ($960.00/month)

Bachelors degree

Last Active

August 20th, 2026 (9 days ago)

Member Since

August 22nd, 2023

Profile Description

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.

Top Skills

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

Other Skills

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.

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

Basic Information

Age
35
Gender
Female
Website
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Address
General Santos, South Cotabato
Tests Taken
IQ
Score:  114
DISC
Dominance: 47
Influence: 17
Steadiness: 30
Compliance: 6
English
C2(Advanced/Mastery)
Government ID
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