I am self-driven and hardworking individual who has over a decade of experience providing professional, efficient and high-quality service to various call centers and clients. I am a fast learner and can work with little or no supervision.
Niches:
• Documentation for loans
• Compliance Checking for auto and home loans
• Payroll Technician
• Customer Service
• Phone Support
• Admin Support
• Data Entry
•
• Technical Support
• Escalation Support
Experiences:
- Monitors operational processes and procedures for compliance management to ensure that regulations and ethical standards apply.
- Monitor compliance with documents needed for the loans.
- Customer service representative for over a decade to various call centers in the Philippines.
- Virtual assistant and data entry for a mortgage company.
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- Processes regular and supplemental monthly payroll for all employee groups;
performs complex payroll calculations; gathers and verifies information from
departments for proper processing of payroll transactions; creates, audits, corrects, and balances payroll and a variety of reports.
Monitors hours worked by the employees and staff to ensure authorization of work,
correct use of budget codes, verification of pay rate, and prevent over-expenditure of funds
Tasks I have handled:
- Documentation for loans
- Compliance checking for auto and home loans
- Taking inbound and outbound calls.
- De-escalate and provide immediate feedback to complaints and generate reports.
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- Handling calendars, scheduling appointments, and doing research.
- Creating loan estimates for purchase and refinance loans.
- Managing applications and responsible for gathering data for client’s information, and data entry.
- Coordinate with the underwriter, clients, investors, and insurance until completion of all conditions.
- Calling clients to complete their required documents for mortgage loans.
- Managing pipelines and processing of loans until approval.
- Processes regular and supplemental monthly payroll for all employee groups
- Gathers and verifies information from departments for proper processing of payroll transactions; creates, corrects, and balances payroll and a variety of reports.
Tools I am familiar with:
- Google Docs, Google Sheets, Google Calendar
-MS Teams, Whatsapp, Slack and
- Instagram and
- Ring Central
- Calltools, CRM
- Zendesk and Livechat
- Avaya tools
- Floify
- Start Exact Online (SEPA)
- Dizzy Data
- UB Plus
- UB Plus Online
- Sign Request
I have the skills, knowledge and experience. Message me if you need help, and I look forward to working with you!
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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