I am a highly motivated Virtual Assistant with extensive training in administrative support, customer service, and online business operations. I bring strong experience in appointment setting and sales with a solid background in lead generation, client engagement, and closing deals. My skills include CRM management, email handling, social media outreach, and scheduling appointments to optimize business efficiency. I am adept at multitasking and ensuring smooth workflows while providing excellent communication to support business growth. My technical abilities and organizational skills allow me to maintain accurate records and manage client follow-ups effectively, making me a valuable asset to any team.

Lunisa Basalan

I am a highly motivated Virtual Assistant with extensive training in administrative support, customer service, and online business operations. I bring strong experience in appointment setting and sales with a solid background in lead generation, client engagement, and closing deals. My skills include CRM management, email handling, social media outreach, and scheduling appointments to optimize business efficiency. I am adept at multitasking and ensuring smooth workflows while providing excellent communication to support business growth. My technical abilities and organizational skills allow me to maintain accurate records and manage client follow-ups effectively, making me a valuable asset to any team.

Available to hire

I am a highly motivated Virtual Assistant with extensive training in administrative support, customer service, and online business operations. I bring strong experience in appointment setting and sales with a solid background in lead generation, client engagement, and closing deals. My skills include CRM management, email handling, social media outreach, and scheduling appointments to optimize business efficiency.

I am adept at multitasking and ensuring smooth workflows while providing excellent communication to support business growth. My technical abilities and organizational skills allow me to maintain accurate records and manage client follow-ups effectively, making me a valuable asset to any team.

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Experience Level

Expert
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
See more

Language

English
Advanced

Work Experience

Appointment Setter at K-Vision AI
January 1, 2025 - July 13, 2025
Led generation through cold calling, social media outreach, and email campaigns. Qualified leads to determine fit and relevance before setting appointments. Coordinated and scheduled meetings between potential clients and sales teams. Maintained accurate CRM records and managed client follow-ups. Handled objections to keep prospects engaged and moving toward booking.
Operation In Charge at Anytime Lending Corporation
January 1, 2025 - July 13, 2025
Supervised daily business operations to ensure smooth workflow. Implemented and improved standard operating procedures (SOPs). Monitored productivity and performance metrics. Managed and coordinated with different departments or teams. Assigned tasks and ensured employees met deadlines. Communicated with clients and stakeholders regarding operational matters. Ensured compliance with company policies and industry regulations.
Sales Officer at Paloo Financing Corp.
July 1, 2020 - July 13, 2025
Followed up with customers where necessary. Generated new customer leads through various channels. Entered new customer information into the system. Processed orders, forms, and applications. Provided customers with product and service information. Achieved monthly sales targets for various products and services. Researched required information using available resources.
Sales Coordinator at Laminin Corp.
January 1, 2023 - July 13, 2025
Received and filed client orders. Checked schedules of shipments and booking of shipments. Engaged with customers to answer questions, resolve complaints, handle sales escalations, and set up new accounts. Entered information from handwritten forms into spreadsheets. Created invoices and conducted company research. Managed uploading completed copies to websites and accounts receivable tasks. Prepared monthly sales reports, quotas, inventories, leads, and projections. Handled administrative tasks and social media content creation for platforms like Instagram, Facebook, and LinkedIn.
Sales Associates at Homecredit Phil.
August 1, 2018 - July 13, 2025
Conducted data entry and gathered quotes from various energy suppliers. Promoted and sold products of Home Credit’s partners while ensuring quality customer service. Provided finance option information to walk-in clients. Collected and submitted information/documents per loan process. Handled contract objections and failures, processed contracts, managed communication via Viber, and coordinated distribution of marketing materials to increase store footfall.
Sales Marketing & IT Staff at Metaje Engravers & Jewelers Inc
September 1, 2023 - July 13, 2025
Managed Facebook groups, data entry, and internet research. Created graphics using Canva for social media posts. Gathered information for potential clients and suppliers. Managed tasks using Google Drive. Maintained and analyzed computer systems and networks. Uploaded marketing videos on YouTube. Provided technical support and performed administrative tasks such as filing, updating records, and managing phone calls, emails, deliveries, and office inventories.
Appointment Setter at K-Vision AI
January 31, 2025 - August 4, 2025
Led generation through cold calling, social media outreach, and email campaigns. Qualified leads to determine fit and relevance before setting appointments. Coordinated and scheduled meetings between potential clients and sales teams. Maintained accurate CRM records and managed client follow-ups. Handled objections to keep prospects engaged and moving towards booking.
Operations In-Charge / Sales Officer at Anytim Lending Corporation
January 31, 2025 - August 4, 2025
Supervised daily business operations to ensure smooth workflow. Implemented and improved standard operating procedures (SOPs). Monitored productivity and performance metrics. Managed and coordinated with different departments and teams, assigning tasks and ensuring deadlines were met. Communicated with clients and stakeholders on operational matters and ensured compliance with company policies and industry regulations. Generated new customer leads through various channels. Entered new customer information into the system, processed orders, forms, and applications. Provided customers with product and service information and achieved monthly sales targets for various products and services. Conducted necessary research using available resources.
Sales Officer at Paloo Financing Corp.
July 31, 2020 - August 4, 2025
Managed daily business operations including workflow supervision, SOP implementation, and performance monitoring. Coordinated tasks among teams and departments. Engaged with customers, ensured compliance with policies, handled follow-ups, and generated leads. Supported sales activities and client communication.
Sales Coordinator / Sales Associate at Laminin Corp.
August 31, 2018 - August 4, 2025
Received and filed client orders, checked shipment schedules and bookings. Engaged with customers to answer questions, resolve complaints, and handle sales escalations. Set up new accounts and entered handwritten information into spreadsheets. Created invoices, researched companies for contact information, and prepared monthly sales reports, quotas, inventories, leads, and growth projections. Managed social media content posting on Instagram, Facebook, and LinkedIn. Performed data entry tasks, processed information for accounts receivable, and promoted products through e-marketing services targeting markets via internet and digital tools. Handled multiple administrative tasks including social media content creation and distribution.
Sales Marketing & IT Staff at Metaje Engravers & Jewelers Inc.
September 30, 2023 - August 4, 2025
Managed Facebook groups, performed data entry and internet research, created graphics for social media posts using Canva, gathered information for prospective clients and suppliers, managed tasks using Google Drive, stored data using computers, software, databases, networks, and servers. Uploaded marketing videos to YouTube, maintained networks, analyzed systems, and provided technical support. Performed administrative tasks such as filing, updating records, logging transactions, managed phone calls, emails, deliveries, and office inventory. Developed proficiency in social media management strategies including content creation, scheduling, engagement, and analytics assessment.
Appointments Setter at K-Vision AI
January 31, 2025 - August 4, 2025
Generates leads through cold calling, social media outreach, and email campaigns. Qualifies leads to determine fit and relevance before scheduling appointments. Coordinates and schedules meetings between potential clients and sales teams. Maintains accurate CRM records and manages client follow-ups. Handles objections to keep prospects engaged and moving toward booking.
Sales Officer / Operation Incharge at Anytime Lending Corporation
January 31, 2025 - August 4, 2025
Supervised daily business operations ensuring smooth workflow. Implemented and improved standard operating procedures. Managed and coordinated with different departments and teams, assigned tasks, and ensured deadlines were met. Communicated with clients and stakeholders regarding operational matters. Ensured compliance with company policies and industry regulations. Generated new customer leads through various channels, processed orders, forms, and applications, and provided customers with product and service information. Achieved monthly sales targets for various products and services.
Sales Officer / Operation Incharge at Paloo Financing Corporation
July 31, 2020 - August 4, 2025
Managed daily operations and supervised team to ensure targets were met. Coordinated customer and client management including follow-ups and order processing. Provided product and service information and ensured compliance with company guidelines. Researched required information using available resources.
Sales Coordinator / Sales Associate at Laminin Corp.
January 31, 2023 - August 4, 2025
Received and filed client orders and schedules of shipments for shipping lines. Booked shipments and engaged with customers to answer questions and resolve complaints. Handled sales escalations and setup of new accounts. Entered data from handwritten forms into spreadsheets and created invoices. Prepared monthly sales reports, quotas, inventories, leads, and growth projections. Created, distributed, and promoted e-marketing services targeting markets over the Internet and digital tools. Managed social media posting and customer service tasks. Used Google Suite and MS Office.
Sales Associate at Homecredit Philippines
August 31, 2018 - August 4, 2025
Handled different administrative tasks such as data entry, getting quotes from energy suppliers, and selling/promoting Homecredit partner products. Provided quality customer service including information on finance options to walk-in clients. Collected and submitted information and documents as per loan processes. Managed contract objections and failures, processed contracts between customers and suppliers, and communicated via Viber. Distributed marketing materials to increase store traffic.
Sales Marketing & IT Staff at Metaje Engravers & Jewelers Inc
September 30, 2023 - August 4, 2025
Managed Facebook groups, data entry, and internet researching. Created graphics for social media posts using Canva and gathered information for potential clients and suppliers. Managed tasks using Google Drive and stored data using computers and software. Uploaded marketing videos on YouTube, maintained networks, analyzed systems, and provided technical support. Performed administrative tasks such as filing, updating records, and logging transactions. Developed proficiency in social media management strategies including content creation, scheduling, engagement, and analytics assessment.
Appointment Setter at K-Vision AI
January 31, 2025 - August 11, 2025
Led generation through cold calling, social media outreach, and email campaigns. Qualified leads to determine fit and relevance before setting appointments. Coordinated and scheduled meetings between potential clients and sales teams. Maintained accurate CRM records and managed client follow-ups. Handled objections to keep prospects engaged and moving toward booking.
Operation In-Charge Sales Officer at Anytime Lending Corporation
January 31, 2025 - August 11, 2025
Supervised daily business operations to ensure smooth workflow and implemented standard operating procedures (SOPs). Managed team coordination and assigned tasks to meet deadlines. Communicated with clients and stakeholders to ensure compliance with company policies and industry regulations. Followed up with customers as necessary and generated new customer leads through various channels. Processed orders, forms, and applications, and provided customers with product and service information. Achieved monthly sales targets for various products and services.
Sales Officer at Palo Financing Corporation
July 31, 2020 - August 11, 2025
Handled sales operations to meet assigned monthly targets. Managed customer and client interactions including lead generation and order processing. Researched required information using available resources to support sales activities.
Sales Coordinator / Sales Associate at Laminin Corp. / Homecredit Phil.
August 31, 2018 - August 11, 2025
Received and filed client orders, scheduled shipments with shipping lines. Engaged with customers to answer questions, resolve complaints, handle sales escalations, and set up new accounts. Entered and managed order and sales data using spreadsheets and invoicing. Created, distributed, and promoted e-marketing services over the internet and digital tools. Managed social media content posting for Instagram, Facebook, and LinkedIn platforms. Handled administrative tasks including data entry and customer service, promoted products of Homecredit partners, and processed loan contracts and customer objections.
Sales Marketing & IT Staff at Metaje Engravers & Jewelers Inc
September 30, 2023 - August 11, 2025
Managed Facebook groups, data entry, and internet research. Created graphics with Canva for social media posts. Managed tasks using Google Drive and stored data using computers, software, databases, networks, and servers. Uploaded marketing videos on YouTube and maintained networks and provided technical support. Performed administrative tasks such as filing, updating records, and logging transactions. Managed phone calls, emails, deliveries, and office inventory. Developed proficiency in social media management strategies including content creation, scheduling, engagement, and analytics assessment.
Appointment Setter at K-Vision AI
January 31, 2025 - August 11, 2025
Led lead generation through cold calling, social media outreach, and email campaigns. Qualified leads to determine fit and relevance before setting appointments. Coordinated and scheduled meetings between potential clients and sales teams. Maintained accurate CRM records and managed client follow-ups. Handled objections to keep prospects engaged and moving toward booking appointments.
Operations In-Charge / Sales Officer at Anytime Lending Corporation
January 31, 2025 - August 11, 2025
Supervised daily business operations ensuring smooth workflow and implemented and improved standard operating procedures (SOPs). Managed and coordinated with different departments or teams, assigning tasks and ensuring employees met deadlines. Communicated with clients and stakeholders regarding operational matters, ensured compliance with company policies and regulations, followed up with customers, generated new leads through various channels, entered new customer information into the system, processed orders and applications, provided product and service information, and achieved monthly sales targets for various products and services.
Sales Officer at Paloo Financing Corporation
July 31, 2020 - August 11, 2025
Managed daily business operations and ensured compliance. Coordinated with teams, supervised tasks, and ensured deadline adherence. Communicated with clients and stakeholders, processed orders and forms, provided product/service information, followed up with customers, and generated new leads. Achieved assigned monthly sales targets for products and services.
Sales Coordinator / Sales Associate at Laminin Corp.
August 31, 2018 - August 11, 2025
Received and filed client orders, checked shipping schedules, and booked shipments for shipping lines. Engaged with customers to answer questions, resolved complaints, handled sales escalations, and set up new accounts. Entered handwritten information into spreadsheets and created invoices, including researching various companies for contact information. Prepared monthly sales reports, quotas, inventories, leads, and growth projections. Worked independently meeting quick turnaround times and deadlines. Created, distributed, and promoted e-marketing services to a target market over the internet and through digital tools. Managed social media content creation and posting, including Instagram, Facebook, and LinkedIn. Utilized Google Suite and MS Office tools for various administrative tasks.
Sales Marketing & IT Staff at Metaje Engravers & Jewelers Inc.
September 30, 2023 - August 11, 2025
Managed Facebook groups, data entry, and internet researching. Created graphics using Canva for social media posts. Gathered information for possible clients and suppliers. Managed tasks using Google Drive, storage, and data management with computers, software, databases, networks, and servers. Uploaded marketing videos on YouTube. Maintained networks, analyzed systems, and provided technical support. Performed administrative tasks such as filing, updating records, and logging transactions. Managed phone calls, emails, deliveries, and office inventory. Developed proficiency in social media management strategies including content creation, scheduling, engagement, and analytics assessment.

Education

Computer and Communications Technology at Fisher Valley College-Taguig City
June 1, 2012 - June 1, 2014
High School Diploma at Uling National High School
June 1, 2009 - June 1, 2012
Computer and Communications Technology at Fisher Valley College-Taguig City
June 1, 2012 - June 1, 2014
High School at Uling National High School
June 1, 2009 - June 1, 2012
Certificate in Computer and Communications Technology at Fisher Valley College Taguig City
June 1, 2012 - June 1, 2014
High School Diploma at Uling National High School
June 1, 2009 - June 1, 2012
Computer and Communications Technology at Fisher Valley College - Taguig City
June 1, 2012 - June 1, 2014
High School at Uling National High School
June 1, 2009 - June 1, 2012
Diploma in Computer and Communications Technology (CCT) at Fisher Valley College - Taguig City
June 1, 2012 - June 1, 2014
High School Diploma at Uling National High School
June 1, 2009 - June 1, 2012

Qualifications

Spartan Setters Academy (Appointment Setter)
January 1, 2023 - July 13, 2025
Managerial Training (Amchan of the Philippines)
January 11, 2030 - July 13, 2025
Financial Management Training (SMART)
January 11, 2030 - July 13, 2025
Industrial Orientation Program (IOP) SEABEES Certificate of OJT
January 11, 2030 - July 13, 2025
ENGLISH PROFICIENCY (Language Training)
January 11, 2030 - July 13, 2025
Virtual Assistant Certified Training
January 11, 2030 - August 4, 2025
Social Media Management: Graphic and Video Creation Using Canva
January 11, 2030 - August 4, 2025
Data Entry Training
January 11, 2030 - August 4, 2025
Project Management Training
January 11, 2030 - August 4, 2025
Calendar Management Training
January 11, 2030 - August 4, 2025
Appointment Setter Certified Training
January 11, 2030 - August 4, 2025
Lead Generation & Outreach Training
January 11, 2030 - August 4, 2025
English Proficiency Training (Speaking & Pronunciation, Writing Skills, Listening Comprehension, Reading & Vocabulary Expansion, Business & Professional Communication)
January 11, 2030 - August 4, 2025
Spartan Setters Academy (Appointment Setter)
January 11, 2030 - August 4, 2025
Managerial Training (Amcham of the Philippines)
January 11, 2030 - August 4, 2025
Financial Management Training (SMART)
January 11, 2030 - August 4, 2025
Industrial Orientation Program (IOP)
January 11, 2030 - August 4, 2025
Seabees Certificate of OJT
January 11, 2030 - August 4, 2025
English Proficiency Language Training
January 11, 2030 - August 4, 2025
Virtual Assistant Certified Training
January 11, 2030 - August 4, 2025
Social Media Management: Graphic and Video Creation using Canva
January 11, 2030 - August 4, 2025
Data Entry Training
January 11, 2030 - August 4, 2025
Project Management Training
January 11, 2030 - August 4, 2025
Calendar Management Training
January 11, 2030 - August 4, 2025
Appointment Setter Certified Training
January 11, 2030 - August 4, 2025
Lead Generation & Outreach Training
January 11, 2030 - August 4, 2025
English Proficiency Training
January 11, 2030 - August 4, 2025
Spartan Setters Academy (Appointment Setter)
January 11, 2030 - August 4, 2025
Managerial Training (Amchan of the Philippines)
January 11, 2030 - August 4, 2025
Financial Management Training (SMART)
January 11, 2030 - August 4, 2025
Industrial Orientation Program (IOP)
January 11, 2030 - August 4, 2025
SEABEES Certificate of OJT
January 11, 2030 - August 4, 2025
English Proficiency (Language Training)
January 11, 2030 - August 4, 2025
Virtual Assistant Certified Training
January 11, 2030 - August 11, 2025
Social Media Management: Graphic and Video Creation using Canva
January 11, 2030 - August 11, 2025
Data Entry Certified Training
January 11, 2030 - August 11, 2025
Project Management Certified Training
January 11, 2030 - August 11, 2025
Calendar Management Certified Training
January 11, 2030 - August 11, 2025
Appointment Setter Certified Training
January 11, 2030 - August 11, 2025
Lead Generation & Outreach Certified Training
January 11, 2030 - August 11, 2025
English Proficiency Training (Speaking, Writing, Listening, Reading & Vocabulary, and Business & Professional Communication)
January 11, 2030 - August 11, 2025
Spartan Setters Academy (Appointment Setter)
January 11, 2030 - August 11, 2025
Managerial Training (Amchan of the Philippines)
January 11, 2030 - August 11, 2025
Financial Management Training (SMART)
January 11, 2030 - August 11, 2025
Industrial Orientation Program (IOP)
January 11, 2030 - August 11, 2025
Seabees Certificate of OJT
January 11, 2030 - August 11, 2025
English Proficiency (Language Training)
January 11, 2030 - August 11, 2025
Virtual Assistant Certified Training
January 11, 2030 - August 11, 2025
Social Media Management: Graphic and Video Creation Using Canva
January 11, 2030 - August 11, 2025
Data Entry
January 11, 2030 - August 11, 2025
Project Management
January 11, 2030 - August 11, 2025
Calendar Management
January 11, 2030 - August 11, 2025
Appointment Setter Certified Training
January 11, 2030 - August 11, 2025
Lead Generation & Outreach Certified Training
January 11, 2030 - August 11, 2025
English Proficiency Training
January 11, 2030 - August 11, 2025
Spartan Setters Academy (Appointment Setter)
January 11, 2030 - August 11, 2025
Managerial Training (Amcham of the Philippines)
January 11, 2030 - August 11, 2025
Financial Management Training (SMART)
January 11, 2030 - August 11, 2025
Industrial Orientation Program (IOP)
January 11, 2030 - August 11, 2025
SEABEES Certificate of OJT
January 11, 2030 - August 11, 2025

Industry Experience

Financial Services, Retail, Professional Services, Software & Internet, Media & Entertainment, Computers & Electronics, Telecommunications, Education