Customer Service, Financial Services, Inbound Sales
Metro Manila, Malabon, Philippines
Hi, I'm Carlo Manuel Mendoza. I have over 15 years of experience in customer service, sales, and financial services, primarily supporting U.S.-based customers. Throughout my career, I've built strong relationships with clients by understanding their needs, providing accurate information, and delivering solutions that create a positive customer experience. I spent more than eight years with JPMorgan Chase as an Auto Loan Officer, where I assisted customers with financing, resolved complex account concerns, and consistently exceeded performance goals. I then joined Wheelzy as a Purchasing Manager, where I negotiated vehicle purchases, managed high-volume inbound and outbound communications, and consistently ranked among the company's top performers. Most recently, I've continued helping customers in the financial services industry by educating them on loan and debt relief solutions. I'm confident communicating with customers, handling objections, managing multiple priorities, and using CRM systems to stay organized. What I enjoy most is combining excellent customer service with a consultative sales approach—listening carefully, understanding each customer's needs, and helping them find the best solution. I'm excited to bring that experience, strong work ethic, and results-driven mindset to your team.
Simula Financial, full_time
Dec 2025 to Mar 2026
As a Debt Settlement Consultant at Simula Financial, I worked closely with clients experiencing financial hardship by evaluating their financial situation and educating them on debt settlement solutions. I conducted consultative sales conversations, explained how the debt settlement program works, addressed questions and objections, and helped clients determine whether the program was the right fit for their needs. I guided clients through the enrollment process, collected the required documentation, ensured accurate application completion, and maintained regular follow-ups to provide updates and support. Throughout the process, I built trust through empathy, transparency, and clear communication while ensuring compliance with company policies and industry regulations. This role strengthened my skills in consultative selling, client onboarding, objection handling, relationship management, financial education, CRM documentation, and delivering excellent customer service in a high-volume, results-driven environment.