Lauren Cross
Detail-oriented financial services professional skilled in r
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I created a virtual administrative support workflow to demonstrate how I organize daily responsibilities, manage client communication, track deadlines, and keep records accurate. The project includes an inbox-priority system, daily operating schedule, task tracker, calendar-management checklist, sample client update, and clear file-management practices.
This workflow was designed to show how I would support a busy professional or small business by keeping tasks organized, identifying urgent items, following up with clients, coordinating schedules, maintaining CRM records, and documenting next steps. All names, companies, deadlines, and project details shown in this sample are fictional and were created specifically for my portfolio.
Skills demonstrated: Administrative support, inbox management, calendar coordination, task tracking, client communication, CRM maintenance, document organization, deadline management, and operational reporting.
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Financial Product Research and Comparison
Researched and organized information about financial products into a clear comparison format. Reviewed features, costs, eligibility requirements, benefits, limitations, and important differences to make complicated information easier to understand.
Skills used: Financial research, document review, data comparison, written communication, Microsoft Excel, attention to detail
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365/360 Interest-Only Loan Calculator
Developed a spreadsheet-based calculator for determining interest payments using a 365/360 interest calculation method. The calculator allows users to enter a loan balance, interest rate, and number of days to calculate the estimated interest due for a specific period.
Skills used: Microsoft Excel, financial calculations, spreadsheet development, quality checking, data organization
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Salesforce CRM Organization and Data Cleanup
Created a structured process for reviewing, cleaning, and organizing customer information within a CRM system. The project included correcting incomplete records, removing duplicate information, updating contact details, organizing follow-up notes, and making records easier to search and manage.
Skills used: Salesforce, CRM management, data entry, data cleanup, organization, attention to detail, client record management
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