Danella Santa Cruz Otalora Virtual Assistant || Digital Account Management

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Commercial Executive

Confianza Corredores de Seguros

Nov 2024 - Current (1 year 7 months)

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Mortgage Process Specialist

Banco de Crédito del Perú (BCP)

Feb 2024 - Nov 2024 (10 months)

Managed the full mortgage process, providing clients with clear, ongoing guidance on requirements and next steps. Coordinated with internal teams and external partners to resolve legal and credit issues, ensuring timely loan disbursements. Reviewed property and legal documents to validate collateral status and ensure compliance. Informed clients of documentation issues and supported them in resolving discrepancies efficiently. Maintained accurate records in compliance systems and conducted follow-up through to final deed signing, ensuring client satisfaction. Additionally, my role involved managing complex, time-sensitive processes that align closely with the skill set of a high-performing Virtual Assistant. I coordinated the end-to-end mor

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Legal Supervision Analyst

ASEI – Asociación de Empresas Inmobiliarias del Perú

Dec 2023 - Feb 2024 (3 months)

Maintained accurate compliance records and tracked legal documentation in client management systems. Drafted and reviewed reports to ensure regulatory alignment and document completeness. Communicated with clients via email and phone to resolve compliance queries and follow up on pending documentation. Additionally, my experience as a Paralegal, both in the U.S. and Peru, has provided me with a strong foundation that directly translates to the core competencies required for effective legal supervision. In my paralegal roles at Morrison Foerster and Rotella & Hernandez, I was responsible for drafting and proofreading legal documents, updating case files, maintaining compliance, and managing client communication, all with a high degree of acc

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Real Estate Legal Analyst

Cantabria Inmobiliaria

Mar 2023 - Feb 2024 (1 year)

Maintained and updated client and legal records in internal systems, ensuring accurate and organized documentation. Drafted and reviewed real estate documents, assisting clients via email and phone to clarify requirements and support timely contract completion

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Immigration Paralegal

Rotella & Hernandez, LLC

Jan 2022 - Apr 2022 (4 months)

Updated and maintained detailed records of client immigration cases in the firm's database, ensuring data accuracy and regulatory compliance. Prepared and reviewed immigration-related documents, verifying their correctness and ensuring they met the necessary legal standards for submission. Additionally, my experience as a Paralegal, both in the U.S. and Peru, has provided me with a strong foundation that directly translates to the core competencies required of an exceptional Virtual Assistant. In my paralegal roles—at Morrison Foerster and Rotella & Hernandez, among others—I was responsible for drafting and proofreading legal documents, updating case files, maintaining compliance, and managing client communication, all with a high degree of

Paralegal

Morrison Foerster

Aug 2020 - Feb 2023 (2 years 7 months)

Managed and updated client information within internal systems, ensuring accurate record-keeping for ongoing legal cases and transactions. Drafted, proofread, and filed legal documents related to immigration and corporate law, ensuring completeness and compliance with relevant regulations.

Front Desk Attendant

MONTAGE DEER VALLEY

Nov 2019 - Apr 2020 (6 months)

Managed guest reservations, checked in visitors, and ensured accurate record keeping of all customer details in the hotel's management system. Answered guest calls and emails, resolving inquiries or forwarding complex cases to the appropriate department.

TOEFL, TOEIC and IELTS Teacher

Italki

Dec 2018 - Jun 2021 (2 years 7 months)

Provided personalized English lessons to students, responding to their inquiries via email and addressing specific learning needs related to TOEFL, TOEIC, and IELTS. Created and maintained detailed lesson plans, tracking students' progress and updating their records in the online system.

Legal Assistant

CAPECO Perú

Oct 2018 - Dec 2018 (3 months)

Assisted in reviewing and preparing legal documents related to real estate, ensuring compliance with local laws and regulations. Updated case files, tracking the status of legal procedures and maintaining proper documentation.

Mortgage Executive

Interbank

Mar 2018 - Sep 2018 (7 months)

Managed and updated client mortgage information in the bank's system, ensuring accurate data entry and document compliance. Coordinated with clients to explain mortgage options, process loan applications, and issue relevant documentation related to mortgage loans.

English Language Teacher (ESL)

preply

Jan 2018 - Dec 2023 (6 years)

Maintained accurate student records and class documentation in the platform's management system, including lesson history, learning progress, and personalized feedback. Communicated regularly with students via email and VoIP calls to confirm sessions, address inquiries, and provide timely updates on class materials and academic performance.

Customer Service Representative

Concentrix

Dec 2017 - Mar 2018 (4 months)

Responded to customer inquiries via email and phone, resolving basic issues and escalating more complex cases as needed. Accurately entered and updated customer data in the company's CRM system, ensuring records were complete and up-to-date.

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Notarial Assistant (Apprenticeship)

Notaría Carcausto

May 2017 - Nov 2017 (7 months)

Drafted and reviewed legal documents including notarial deeds and mortgage-related contracts, ensuring legal accuracy. Maintained and organized client files according to internal procedures, supporting the efficiency of notarial operations.

Danella Santa Cruz Otalora

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