Thuy Pham
Virtual Assistant for Workflow and CRM Support
Competenze
Consulta i miei servizi


Portfolio
Esperienza lavorativa
Virtual Assistant | Workflow & CRM Support
Self-Employed / Freelancer • Lavoratore autonomo
Jul 2026 - Present • 3 mos
Develop and test workflow solutions using Google Sheets, Google Calendar, Google Apps Script, and CRM tools. - Organize booking records and appointment information. - Structure client data and follow-up workflows. - Develop scripts to reduce repetitive manual tasks. - Test CRM processes and identify opportunities to improve operational efficiency. CRM email automation was not fully tested due to limitations of the free plan.
Credit Officer
MBBank • Full time
Jun 2016 - Oct 2022 • 6 yrs 4 mos
Worked in banking and financial services, handling both individual and business credit operations. - Reviewed customer and business credit applications and supporting documents. - Maintained accurate customer records and credit-related documentation. - Supported credit assessment and lending processes. - Communicated with individual and business customers to collect information and follow up on documentation. - Followed internal procedures and requirements for document processing and record management. This experience strengthened my skills in data accuracy, document management, customer communication, problem-solving, and operational workflow management.