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Outbound Sales & Lead Generation Specialist
Administrative support professional who coordinated HVAC dispatch and scheduling for an Arizona contracting business using Housecall Pro.
PhilippinesOutbound Sales & Lead Generation Specialist at Sympli Mortgage
Conducted outbound calls to veterans and eligible prospects to introduce the VA Fresh Start Program, qualified leads, and transferred interested prospects to Loan Officers. Updated CRM/GHL records and handled customer inquiries and callback scheduling.
Outbound SalesLead GenerationCRMGHLCustomer ServiceCall Dispositions
Managed technician scheduling and dispatch operations using Housecall Pro, coordinated with homeowners, technicians, vendors, and insurance representatives, and handled administrative workflows including email, documentation, CRM updates, and estimate coordination.
HouseCall ProDispatchSchedulingCRMAdministrative SupportEmail ManagementDocumentation
Represented the company in bidding processes and negotiations to secure project awards, and provided executive support including calendar management and meeting coordination.
Executive SupportCalendar ManagementMeeting CoordinationNegotiationBidding
Conducted appointment scheduling and patient follow-ups, verified insurance benefits via portals and phone systems, and maintained insurance data in CRM systems.
Appointment SchedulingPatient Follow UpInsurance VerificationOpen DentalDentrix SoftwareCarestackCRM
Assisted Mortgage and Loan Examiners in reviewing and verifying legal and loan documents for compliance, and delivered sales presentations to prospective clients.
Document ReviewComplianceSales PresentationsLoan Processing
Managed high-volume inbound and outbound customer interactions for technical support and service resolution, scheduled repair appointments, and handled escalated concerns.
Customer ServiceTechnical SupportCall HandlingProblem SolvingAppointment Scheduling
Managed official communications and documentation for training courses, organized schedules and meetings via Google Calendar, and prepared administrative reports.
Administrative SupportDocumentationGoogle CalendarReport Preparation
Bachelor of Science in Business Administration with a major in Financial Management, completed in 2016.
Bachelor of Science in Business Administration with a major in Financial Management, completed in 2016.
Profile sourced from Himalayas.