Mona L.
Executive Assistant in Sales Operations
Open to offersNew to PlatformAbout
Mona Lisa L. is a seasoned Executive Assistant with 15 years of experience delivering high-level administrative and operational support across diverse industries including real estate, SaaS, training services, marketing, and financial services. She has supported senior executives and sales teams at organizations such as Compass Realty and Keller Williams Realty, managing complex calendar management, event coordination, and critical client communications. Her expertise extends to onboarding, accounts receivable, document management, and project coordination. At JobGet and Dale Carnegie Training, she provided executive support by streamlining administrative workflows and facilitating seamless business operations. In earlier roles, she specialized in loan processing for legal claimants and marketing consulting for self-published authors, leveraging her strong background in CRM management and operations support to enhance organizational efficiency.
Experience
Admin Support Analyst
Compass RealtyAssisted real estate agents by managing onboarding processes, daily inquiries, and backend systems, along with front desk duties and accounts receivable to ensure smooth operations.Client Success Manager
Dale Carnegie TrainingPerformed high-level administrative functions for senior executives, facilitating operational efficiency, calendar oversight, and effective client communications. Maintained organized digital records, refreshed agent data, and handled internal documentation.Executive Assistant
JobGetDelivered executive-level administrative support within a SaaS context, ensuring seamless operations for senior leadership and the sales team. Organized travel logistics, scheduled meetings, and maintained orderly records.Executive Assistant to Sales Leadership
N.Rich ABMSupported the sales leadership team through comprehensive administrative tasks, enhancing outreach efforts and pipeline management. Coordinated client communications, managed transaction workflows, and ensured document accuracy.ISA/Transaction Coordinator
Keller Williams RealtyCoordinated real estate transactions and administrative workflows for agents, including scheduling property showings and tracking transaction milestones. Managed client files and reported on deal updates.Loan Specialist
Glofin FundingOversaw loan applications for clients seeking workers' compensation or personal injury settlements. Collected and verified documentation while collaborating with underwriters to resolve discrepancies and accelerate approvals.Marketing Consultant
Author Solutions IncProvided guidance in strategic marketing to self-published authors, helping them amplify brand visibility and audience engagement. Developed strategies for audience growth through email marketing, social media, and content creation.
Skills & Expertise
Education
- Bachelor of Science in Information TechnologyUniversity of the Visayas
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