Executive Assistant, Payroll Administrator, Accountant, Bookkeeper
Cebu, Lapu-Lapu, Philippines
I am a customer service professional and Licensed Professional Teacher (LPT) with over 11 years of experience in financial services. I worked as a Fraud Prevention and Claims Specialist at Teleperformance from 2014 to 2022 and currently serve as a Client Account Expert at Manulife, supporting John Hancock Retirement Services since 2022. I am proficient in Microsoft Excel and enterprise business systems such as Salesforce. I support over 300 401(k) retirement plans and work closely with business owners, executives, third-party administrators (TPAs), brokers, payroll administrators, and auditors, assisting with administrative functions, account servicing, and resolving complex inquiries. My strong communication, problem-solving, and attention to detail make me well-prepared for a Virtual Assistant or Bookkeeper role.
Teleperformance || SunTrust now Truist Bank, full_time
Oct 2014 to Jun 2022
Specialized in fraud prevention and claims handling involving credit cards, debit cards, checks, ACH transactions, and identity theft. Conducted fraud investigations and resolved customer disputes while ensuring compliance with banking procedures. Performed bank reconciliations, generated financial and bank statement reports, and identified account discrepancies. Managed invoice processing and account maintenance activities. Followed up with customers regarding outstanding credit card balances and payment resolutions. Provided customer support and collaborated with internal teams to resolve complex account and fraud-related issues.