Looking for a job

Juliet Coloso

@julietcoloso

Message

I drive lead generation, appointment setting, and executive operations for real estate and financial services teams.

Philippines

Message

What I'm looking for

I'm looking for a role where I can use lead generation, appointment setting, executive support, research, and CRM management to help a team stay organized, engage prospects, and grow.

I've supported real estate, mortgage, and financial services teams through high-volume cold calling, lead qualification, appointment setting, and CRM management. At ARB Call Facilities, I cold-called 400–500 leads daily and guided prospects through loan information and payment terms.

At Paramount Residential Mortgage Group, Fast House Buyers, and Rapid House Sale, I researched leads, qualified property owners and home buyers, managed follow-ups, maintained Excel and CRM records, and coordinated appointments. I also created pre-approval emails and flyers, handled inbound calls, and worked with realtors and loan officers.

Most recently, I've combined executive assistance with marketing operations at Managed FinOps and appointment setting at StrategyShares. I've managed email campaigns, content scheduling, research, invoicing, calendars, process documentation, and follow-up outreach to financial advisors about mutual fund and ETF products.

Experience

Work history, roles, and key accomplishments

Appointment Setter

StrategyShares

Apr 2025 - Apr 2026 (1 year)

Called financial advisors to introduce mutual fund and ETF products, qualified prospects, logged lead information, and performed follow-ups.

Cold Calling Appointment Setting Lead Qualification Excel

Executive Assistant

Managed FinOps

Feb 2024 - Feb 2025 (1 year)

Managed email campaigns, created audio content, scheduled social media posts, conducted research, and handled administrative tasks.

Talkia Dripify ConvertKit Social Media Management Research Google Drive ChatGpt Claude AI Calendar Management Contract Editing

Cold Caller/Appointment Setter

Rapid House Sale

Jun 2023 - Feb 2024 (8 months)

Cold called property owners, gathered property information, entered data into Excel, set appointments, and managed leads in CRM.

Cold Calling Appointment Setting Data Entry CRM

Real Estate Virtual Assistant

Fast House Buyers

Jul 2022 - May 2023 (10 months)

Cold and warm called landowners, gathered property information, tracked leads in Excel and CRM, and developed efficiency strategies.

Cold Calling Lead Management CRM Excel

Inside Sales Associate/Realtor Concierge

Paramount Residential Mortgage Group

Jun 2020 - Jan 2022 (1 year 7 months)

Called potential home buyers, sent pre-approval emails, set appointments, followed up with leads, and researched leads for realtor partnerships.

Sales Appointment Setting Lead Generation Excel

Loan Originator

ARB Call Facilities Inc.

Aug 2019 - Dec 2019 (4 months)

Cold called 400-500 leads daily, acquired personal and financial information via three-way calls, explained terms and conditions, and assisted with loan queries.

Cold Calling Loan Processing Customer Service