OPERATIONS COORDINATION | PROCESS IMPROVEMENT | PROJECT SUPPORT
Cavite
Operations and project-support professional with extensive experience across project coordination, insurance operations, financial services, customer operations, document control, and remote business support. Experienced in organizing complex and incomplete information into actionable work, coordinating multiple stakeholders, monitoring outstanding requirements, identifying risks and exceptions, and following operational matters through completion.
Evertree Insurance Agency | Remote – Philippines, full_time
Jun 2020 to Jun 2026
• Supported insurance operations, approximately 250–500 policies weekly, managing high-volume, deadline-sensitive workflows while maintaining accuracy and consistent output across multiple concurrent requirements. • Reviewed client, policy, and supporting documentation for completeness, consistency, accuracy, and compliance with established procedures; identified missing information, discrepancies, and exceptions requiring follow-up or escalation. • Coordinated with banks and mortgagees regarding renewal payments, documentation, requirements, and status; processed mortgagee changes and maintained accurate policy information. • Supported HELOC applications through collection, review, organization, and validation of required client information and documentation. • Maintained and organized operational records using SharePoint and other business systems, ensuring information remained accurate, current, accessible, and appropriately handled within a SOC 2-controlled environment. • Managed competing priorities and recurring operational queues, using structured follow-up and verification to keep outstanding items visible through completion.