Administrative Assistant | CRM Management | Data Entry
Bulacan
Dedicated and detail-oriented General Administrative Assistant with extensive experience in project management, financial documentation, and client relations. I specialize in bridging the gap between operations and finance, ensuring that every project is closed out accurately and efficiently. With a strong background as an Accounts Receivable Specialist, I bring a level of precision and professional persistence that sets me apart. I am highly comfortable handling outbound communication, coordinating with adjusters and insurance companies, and managing complex claims processes. Whether it’s organizing schedules, managing CRM databases, or following up on outstanding balances, I focus on delivering results that keep business operations running smoothly. My Core Strengths Include: Administrative Support: Efficient documentation, CRM management, and project close-out procedures. Professional Communication: Expert in outbound calls and professional email correspondence with a focus on problem-solving. Financial Coordination: Managing billing, insurance liaison, and AR follow-ups with high accuracy. Reliability: A proactive approach to task management, ensuring no detail is overlooked. I am committed to providing high-quality support that allows business owners to focus on growth while I handle the essential details of the day-to-day operations.
SMA Support Services, full_time
Jan 2025 to Mar 2026
Manage the full-cycle project close-out process, ensuring administrative milestones, warranty registrations, and final invoices are completed to trigger payments. • Execute high-volume outbound collection campaigns through targeted phone calls and email follow-ups with homeowners regarding outstanding balances and deductibles. • Serve as the primary liaison between homeowners, the company, and insurance carriers to follow up on claim settlements, recoverable depreciation, and supplement payments. • Manage documentation and workflow inside TPA (Third Party Administrator) portals to ensure claim approvals and insurance funding are processed efficiently. • Maintain detailed financial records and communication logs within the company CRM, ensuring accurate tracking of payment status and account updates. • Investigate and resolve billing discrepancies by auditing project scopes against insurance adjuster summaries to reduce aging accounts receivable and improve DSO (Days Sales Outstanding).
Clearsource PH, full_time
Mar 2020 to Nov 2024
Prepared and submitted utility interconnection applications and managed the process until Permission to Operate (PTO) was issued. • Coordinated with utility companies, engineering teams, and project stakeholders to ensure application accuracy. • Reviewed utility bills and plansets for compliance and completeness. • Resolved utility comments and corrections independently to avoid delays in project approval. • Maintained a database of utility requirements, documentation, and timelines. • Provided email and chat support while handling administrative documentation.
GC Services International LLC, full_time
Jan 2019 to Jan 2020
Handled inbound and outbound calls for Verizon Wireless accounts in collections. • Negotiated payment plans and settlements with customers to resolve outstanding balances. • Processed customer payments and account updates while maintaining compliance standards. • Escalated unresolved disputes to appropriate departments for investigation. • Conducted outbound callbacks and follow-ups to improve payment recovery.
CBE Companies, full_time
Sep 2016 to Dec 2018
Managed inbound and outbound calls for DirecTV accounts in collections. • Assisted customers with payment arrangements and billing inquiries. • Verified customer information and documented account updates in the system. • Escalated unresolved disputes to support teams for further investigation.
Tata Consultancy Services, full_time
Mar 2014 to Jul 2016
Assisted customers with mortgage account inquiries and payment solutions. • Processed outbound collection calls and negotiated payment options. • Documented customer interactions accurately within internal systems. • Provided basic troubleshooting for online account access issues. • Promoted refinancing opportunities for eligible customers.
Aegis Services Philippines, full_time
Jan 2008 to Jan 2014
• Managed customer retention and cancellation requests for credit monitoring services. • Analyzed customer feedback to develop effective retention strategies. • Negotiated with customers to renew contracts and maintain subscriptions. • Resolved credit report disputes and product complaints professionally.