Riza D.
Mid-Level Virtual Assistant Specialist
Open to offersNew to PlatformAbout
Riza D. is an experienced professional with a background in customer service, sales, and administrative support, particularly within the financial services and digital marketing sectors. At Lending3 Inc, she served as a General Virtual Assistant and Loan Officer Assistant, playing a key role in streamlining the mortgage process by providing administrative and loan support, maintaining compliance, and efficiently managing client communications. Her tenure at Growth Co Marketing as an Account Manager and Outreach Specialist involved overseeing client accounts and leveraging tools like LinkedIn Sales Navigator to enhance visibility and lead generation. In her part-time role at Theatre Compliance, she excelled as a Sales Development Representative, managing CRM systems and building client relationships across educational and healthcare facilities. Riza's proficiency in data entry and client communication is further demonstrated by her work with Solidify USA and Vector Outsourcing, where she supported business financing solutions and healthcare diagnostics. Her career started at VXI Global Solutions as a Customer Service Representative and later a Team Leader, where she honed her skills in inbound sales and team management.
Experience
General VA / Loan Officer Assistant
Lending3 Inc · 2018 — 2026Provided extensive administrative support and client assistance for a US mortgage company. Managed back-office tasks, coordinated communications, and ensured compliance with industry standards. Addressed inquiries through text messages and scheduled phone calls for loan qualification while performing follow-ups and updating CRMs.Acct Manager / Outreach Specialist (Part Time)
Growth Co Marketing · 2024 — 2025Oversaw client accounts and handled LinkedIn campaigns while maintaining CRMs and client communications. Conducted cold outreach tailored to each client’s Ideal Customer Profile (ICP) to generate leads. Utilized LinkedIn Sales Navigator and administrative tools for efficient operations.Sales Development Representative (Part Time)
Solidify USA, (Compound Assistants) · 2024 — 2025Generated leads and scheduled appointments for small businesses to secure alternative financing solutions, including Merchant Cash Advances and Equipment Financing. Acted as the initial point of contact to qualify clients and align them with suitable financial products.Virtual Assistant - Appointment Setter (Part Time)
American Income Life · 2023 — 2025Contacted policyholders to schedule policy review appointments with policy managers. Explained the importance of policy evaluations and organized meetings for managers to discuss benefits and potential upgrades, aiming for high show rates.Sales Development Representative Cold Caller (Part Time)
Theatre Compliance · 2021 — 2023Independently researched and identified potential clients, reaching out to schools, institutions, and other organizations. Introduced company services to key decision-makers and scheduled service quotation appointments while maintaining updated CRM records with tools such as Jobber, Bria Softphone, and Pipe Drive.Customer Service Video Rep (Seasonal Account)
Vector Outsourcing · 2022 — 2022Assisted clients with the RTPCR test procedures for a U.S. diagnostic center prior to cruise boarding. Handled data entry and updates for patient records while providing result information to clients.Dispute Specialist
Storm Media LLC · 2019 — 2020Managed client disputes related to order cancellations using Shopify for efficient issue resolution. Assisted customers via email from a Hong Kong-based account, ensuring clear communication on inquiries and disputes while processing refund requests in compliance with company policies.Customer Service Officer
Citibank NA · 2013 — 2018Provided support to U.S.-based clients, particularly VIP customers, focusing on consumer banking products. Addressed inquiries relating to debit and credit card services, managed account updates, and assisted with dispute resolution, ensuring adherence to Citibank policies.Team Leader, Inbound Sales Specialist
VXI Global Solutions · 2009 — 2013Initiated career as an Inbound Sales Specialist managing calls from clients seeking DirecTV services. Promoted to Performance Enhancement Specialist, motivating sales agents and aiding their conversion efforts, followed by a promotion to Team Leader, focusing on team performance and sales strategy enhancements.Scheduler
Outcomes Health Information Solutions · 2013 — 2013Served as a Fax Mailer/Scheduler, contacting medical facilities to request patient charts and arrange the fax transmission of documents for annual medical reviews. Also ensured compliance with HIPAA standards.Customer Service Representative
Convergys Phils · 2006 — 2008Handled incoming client inquiries regarding DirecTV services as an Inbound Sales Specialist. Advanced to Performance Enhancement Specialist, where responsibilities included motivating the team and supporting agents with sales challenges, ultimately becoming Team Leader to manage and improve sales team performance.
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