Karla Andreina Morales Avendaño Virtual assistant

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Spanish Speaking Inbound Call Center Agent

Health Is Wealth Marketing, LLC

Jan 2026 - Mar 2026 (3 months)

• Manage 100+ daily inbound warm leads from prospective insurance clients across multiple U.S. states. • Pre-qualify callers using structured scripts and underwriting guidelines, consistently meeting a 40%+ qualified transfer target to licensed senior agents. • Accurately collect and document client data, such as demographics, health conditions, and eligibility factors, in CRM systems to ensure compliance and seamless handoff. • Guide conversations strategically to obtain complete and accurate information, even when clients are uncertain or hesitant, while maintaining a respectful and supportive tone. • Maintain high performance standards in call handling efficiency, data accuracy, and customer experience metrics.

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Marketing assistant

RRHANDYMAN RENOVATION SERVICES |

Jun 2025 - Aug 2025 (3 months)

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Virtual Assistant – Acquisition Follow-Up Coordinator

GA DIRECT PROPERTIES

Apr 2024 - Jan 2026 (1 year 10 months)

• Managed follow-up operations for 300+ active property offers, executing structured outreach via email and SMS to assess engagement and acquisition viability. • Conducted 300 daily follow ups while maintaining accurate CRM lifecycle updates across negotiation stages and departmental ownership. • Reduced CRM backlog from 1,000+ pending tasks to under 300 by implementing priority based triage focused on deal probability and agent receptivity. • Streamlined portfolio transitions when target counties changed, auditing inherited pipelines and rapidly clarifying property status to restore operational visibility. • Designed and implemented personalized communication and documentation templates later adopted within the department to improve consis

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Real Estate Virtual Assistant – Data & CRM Support

REAL ESTATE AGENT

Jul 2022 - Dec 2023 (1 year 6 months)

• Conducted structured property research across public databases and listing platforms to collect and verify real estate data. • Maintained and updated large datasets in Google Sheets, ensuring accuracy and completeness before internal submission. • Organized digital property records and standardized file structures to improve data accessibility. • Reviewed entries for inconsistencies and corrected discrepancies to maintain database integrity. • Supported transaction preparation and internal reporting through accurate data consolidation.

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Graphic Design Assistant & Digital Marketing Support

Jul 2019 - Dec 2022 (3 years 6 months)

Designed and created informative flyers and promotional materials using Canva, ensuring visual consistency with brand guidelines. Collaborated with the marketing team to develop engaging content for social media platforms, including Facebook and Instagram. Researched and gathered relevant information to produce accurate and compelling marketing materials. Managed the scheduling and publication of posts across social media channels to maintain consistent audience engagement. Assisted in improving content visibility and reach through basic digital marketing strategies. Maintained organized records of content and campaigns for tracking and future reference. Supported the team with general administrative tasks related to marketing and design pr

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Assistant Public Accountant

Nora Sequeda - Accounting Office

Feb 2019 - Jun 2019 (5 months)

• Maintained accurate financial records, supporting bookkeeping and administrative accounting processes. • Managed document organization, filing systems, and financial record updates to ensure regulatory compliance and audit readiness. • Assisted in preparing financial reports and internal documentation for client accounts. • Collaborated with finance and administrative teams to ensure timely information flow and process alignment. • Utilized accounting software and structured documentation practices to maintain data integrity and confidentiality.

Karla Andreina Morales Avendaño

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