Overview
Looking for full-time work (8 hours/day)
at $4.00/hour ($704.00/month)
2 year Computer Programming graduate
Last Active
March 20th, 2025 (17 days ago)
Member Since
August 3rd, 2015
Profile Description
Experienced Financial Services Specialist with a strong background in retirement plans, fraud investigation, and data analysis. Skilled in managing retirement accounts, handling escalations, and ensuring compliance with IRS regulations. Skilled at analyzing financial transactions, extracting insights, and resolving complex client concerns. Proven ability to lead teams, optimize processes, and deliver high-quality customer support in fast-paced environments
Top Skills
Customer Support » Customer Service
Experience: 5 - 10 years
Other Skills
Accounting » Financial Accounting » Financial Planning
Experience: 5 - 10 years
With expertise in retirement plans and financial services, I provide guidance on retirement account structures, tax implications, and regulatory compliance. My experience includes assisting clients with account management, rollovers, and financial inquiries while ensuring compliance with industry standards. I excel in problem-solving, data analysis, and delivering exceptional client support.
Customer Support » Customer Service
Experience: 10+ years
I have nine years of customer service experience in the BPO industry, specializing in retail banking, fraud investigation, and retirement plans. I excel in handling inquiries, resolving escalations, and providing financial guidance. My skills include problem-solving, team leadership, and ensuring excellent client support in high-pressure environments
Office and Administration » Administrative Support
Experience: 1 - 2 years
Customer Support » Back Office Support
Experience: 5 - 10 years
Expertise in retirement plans, fraud investigation, and financial data analysis. Skilled in managing IRA rollovers, reviewing transactions for compliance, handling escalations, and maintaining accurate case documentation. Proficient in email management, reporting, and optimizing support operations.
Accounting » Financial Accounting » Analysis
Experience: 5 - 10 years
With experience in financial services and retirement plans, I specialize in data analysis by reviewing documents, extracting insights, and identifying trends. I have a strong background in investigating financial transactions, assessing compliance, and conducting sentiment analysis to improve decision-making and customer support.
Basic Information
- Age
- 34
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Cebu City, Cebu
- Tests Taken
- IQ
- Score: 114
- DISC
- Dominance: 46%
- Influence: 8%
- Steadiness: 31%
- Compliance: 16%
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
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