Executive Assistant | CRM | Appointment Setting | AI Automation
Laguna
Hi, I'm Melvin. I help businesses generate more revenue by improving their sales processes, CRM management, and business operations. With over four years of experience supporting U.S.-based mortgage companies, real estate teams, insurance agencies, and B2B businesses, I've worked across lead generation, cold calling, appointment setting, CRM management, executive assistance, and workflow automation. I don't just complete tasks—I help build systems that keep businesses organized, improve follow-up, and create more opportunities for growth. Some of the services I provide include: • Lead Generation & Prospecting • Cold Calling & Appointment Setting • CRM Management (GoHighLevel, HubSpot, Follow Up Boss, Salesforce, Pipedrive) • Email & SMS Follow-Up • Executive & Administrative Support • Calendar & Inbox Management • Reporting & Pipeline Management • AI Workflow Automation (ChatGPT & Zapier) • SOP Documentation & Process Improvement • Social Media & Marketing Support I'm comfortable working independently, taking ownership of projects, and proactively finding ways to improve workflows rather than simply following instructions. Whether you need someone to support your sales team, manage your CRM, streamline operations, or build better systems for growth, I'm committed to delivering reliable, organized, and results-driven support. Let's connect and discuss how I can help your business grow.
America's Mortgage Professionals LLC, part_time
Jan 2026 to Apr 2026
Supported executives with administrative operations while managing GoHighLevel CRM, lead pipelines, automation, and appointment scheduling to improve lead management and follow-up efficiency. Highlights: Managed GoHighLevel CRM, pipelines, calendars, and automations Built SMS and email campaigns Qualified inbound leads Scheduled appointments Generated performance reports Executive administrative support
PrimeTrack360, part_time
Aug 2025 to Feb 2026
Managed social media operations while building and optimizing CRM workflows, automations, and lead management systems that supported marketing and sales activities. Highlights: Managed content scheduling and inboxes Built CRM pipelines and lead capture systems Created email & SMS automations Managed inbound leads CRM administration Marketing coordination
EPiQ Lending, full_time
Apr 2025 to Jun 2026
Provided executive support directly to the President while coordinating Realtor outreach, CRM management, appointment scheduling, reporting, and business development initiatives for a U.S.-based mortgage company. Highlights: Executive calendar management Realtor outreach CRM management (Follow Up Boss) CE class coordination Appointment setting Executive reporting Sales support Customer relationship management
Modern Day Brokerage, contract
Dec 2024 to Mar 2025
Generated qualified real estate opportunities through high-volume outbound prospecting and appointment setting while maintaining detailed CRM records and follow-up activities. Highlights: 300–500 outbound calls daily Lead qualification Appointment setting CRM documentation Follow-up tracking Partnership development
The Growth Architects LLC, contract
Jun 2024 to Dec 2024
Supported B2B sales initiatives by identifying prospects, qualifying opportunities, conducting outbound outreach, and scheduling appointments to support business growth. Highlights: B2B prospecting Cold outreach Appointment setting Lead research Sales support CRM management
Connectram PH, full_time
Jun 2023 to Jun 2024
Provided executive and administrative support for multiple clients, improving workflows, customer communication, reporting, and operational efficiency. Highlights: Executive support Administrative operations Reporting & documentation Customer communication Process improvement Team support
Connectram PH, full_time
Apr 2022 to Jun 2023
Specialized in outbound real estate prospecting by qualifying homeowners, scheduling appointments, updating CRM records, and supporting agents with consistent follow-up. Highlights: Real estate prospecting Lead qualification Appointment setting CRM management Email marketing Client communication
VMPowered Corp., full_time
Nov 2021 to Mar 2022
Managed outbound sales campaigns, nurtured leads, maintained CRM records, and consistently exceeded sales targets through proactive prospecting and relationship building. Highlights: Outbound sales Lead generation CRM management Follow-up Customer success Exceeded monthly sales goals by 15%