You will get Data Entry Specialist - Data Entry work , Error free Output, meet Deadlines
Project details
With my background in and proficiency in data entry in both the companies total of 8 years of experience, I am well-equipped to handle the responsibilities of a Data Entry and Typist. I have a proven track record of entering data accurately into various CRMs, Software applications, Excel, Word, Adobe etc. I also Double-check all entries and outputs to maintain high standards of accuracy and quality.
Data Entry Type
Copy PasteData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$1,200
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 10 days | 7 days | 5 days |
Number of Revisions | 2 | 1 | 1 |
Number of Hours of Work | 50 | 35 | 24 |
Formatting & Clean Up | - | - | - |
Graph & Table Creation | - | - | - |
About Tejaswi
Insurance Agent/Mortgage Underwriter/Customer service Support
100%
Job Success
Visakhapatnam, India - 5:03 pm local time
I'm an Operations Specialist in US Insurance and US Mortgage with 10+ years of experience helping insurance agencies, mortgage lenders, private lenders, brokers, real estate investors, and financial service companies streamline their operations.
I specialize in taking complex operational workloads off your team so you can focus on growing your business.
Whether you need policy servicing, underwriting support, loan processing, claims coordination, CRM management, quoting, customer service, bookkeeping, or virtual assistance—I can handle it with accuracy and efficiency.
Throughout my career, I have worked with multiple US agencies, mortgage lenders, wholesale lenders, private lenders, insurance brokers, and investment firms supporting both commercial and residential operations.
WHAT I CAN DO
PROPERTY & CASUALTY INSURANCE
• Commercial Insurance
• Personal Lines Insurance
• Transportation Insurance
• Policies: BOP, General Liability, Commercial Auto, Workers Compensation, Umbrella, Property Insurance, Homeowners and other policies (E&O, Professional Liability, Inland Marine, Cyber, Physical damage, Cargo etc)
INSURANCE OPERATIONS
• Policy Servicing, Renewals & Endorsements
• Policy Issuance
• New Business & Renewal Processing
• Audits
• Certificates of Insurance (COI) ACORD Forms (Accord 25, Accord 26, Accord 27, Accord 28, Accord 29
• Loss Runs
• Client and lead management
• Submissions and Binders
• Quoting & Proposal Preparation
• Billing Support
• Claims Management
• Notice of Cancellation, Reinstatements
• Policy Reviews
• Underwriting Assistance
• Carrier Communication and Client Service
• CRM Updates
• Agency Management
MORTGAGE SERVICES
• Conventional, FHA, VA, USDA, Non-QM & DSCR Loans
• HELOC loans
• Hard Money, Bridge, Construction & Fix-and-Flip Loans
• Purchase and Cash-Out Refinance
• Investment Property Loans
• Rental Portfolio Loans
• Foreign National Loans
• Pay histories and Loan modification documents
LOAN PROCESSING
• Loan Intake to Loan Submission
• Mortgage Underwriting
• 4C’s Application: Credit, Income & Asset Analysis and Appraisal Review
• Bank Statement Analysis
• AUS Review - Desktop Underwriter (DU) & Loan Product Advisor (LPA)
• Conditions Review and Clearing
• Loan Closing, Title and Insurance Coordination
• Pipeline Management
• Borrower, Lender & Investor Communication
• Real Estate Assistance
CLIENTS EXPERIENCE:
Insurance clients: SelectSolutions Insurance, CRC insurance services, Atlas Insurance, Risk Placement Services, Ross Insurance, Trucking logistics etc
Mortgage Investors: Deephaven, Oaktree, Loanstream, Northpointe, 5th street, kind lending, ACC Mortgage, A&D, Mission Capital etc for DSCR, Non-QM and HELOC loans.
VIRTUAL ASSISTANT SERVICES
• Email, Calendar and CRM Management
• Data Entry, Research and Reporting
• Client Communication
• SOP Documentation
• Project Management and Team Coordination
• Administrative Support
SOFTWARE EXPERIENCE
Insurance: AMS360, Applied Epic, Sagitta, Vertafore, TAM, NOWCerts, CSR24, Image Right, Citrix,
Mortgage: Empower, Lending Wise, Lauramac, Encompass, Mavent (Compliance Review), Compliance Reports
Business Tools: Microsoft Office (Outlook, Excel, Word, Calendar, Email), Google Workspace, Adobe Acrobat, Monday, Asana, Trello, Zoom, HubSpot CRM, Zoho CRM, Figma, Excalidraw, QuickBooks, JotForm, Connecteam, GoHighLevel.
I also leverage AI tools to improve workflow efficiency, documentation, communication, and operational productivity.
I require minimal training and can quickly integrate into your team. My goal is to build long-term partnerships by delivering reliable, accurate, and high-quality support that helps your business grow.
Steps for completing your project
After purchasing the project, send requirements so Tejaswi can start the project.
Delivery time starts when Tejaswi receives requirements from you.
Tejaswi works on your project following the steps below.
Revisions may occur after the delivery date.
Process followed
Will review and analyze the project details once received and quality check by Quality assurance team to provide you with error free output