Customer Service | Document Management | CRM Management
Batangas
With 10+ years of professional experience—spanning from high-volume corporate customer service to Sales & Broker Liaison Management for major property firms—I understand the lifecycle of a real estate transaction inside and out. Today, I leverage that foundational industry knowledge to serve as a high-utility Mortgage Virtual Assistant. What I bring to your mortgage business: Loan Processing & Pipeline Support: File organization, document tracking, and gathering missing requirements. Rigor in Compliance: Deep experience in document validation, anti-fraud checks, and assembling tight lender compliance packages. Tech-Driven Efficiency: Expert use of CRM tools (HubSpot, Zendesk), project management software (Jira, Notion), and AI productivity tools to streamline workflows.
Outsourced Quality Assured Services, full_time
Nov 2024 to Jun 2026
● Client Intake & Onboarding: Streamlined client onboarding by running structured intake interviews and secure data-entry workflows for every new client. ● Records Accuracy: Maintained 100% record accuracy across high-volume document collection while enforcing strict confidentiality standards. ● Document Validation & Compliance: Verified documents and completed due diligence checks to ensure compliance; coordinated renewal terms and comparative quotes for accurate transactions. ● Fraud Risk Support: Protected operational integrity by analyzing customer information and flagging potential fraud indicators. ● Workflow Coordination: Kept digital records organized and resolved customer concerns promptly across Zendesk, HubSpot, Jira, and Notion.
Intogreat Solutions, full_time
Oct 2023 to Mar 2024
● Client Onboarding: Led intake interviews and needs assessments, onboarding clients and organizing high-volume documentation daily. ● Document Processing: Prepared renewal declarations and systematically archived client files to safeguard data integrity. ● Quote & Invoice Coordination: Secured renewal terms and comparative quotes while processing invoices and keeping client records accurate.
Convergys Philippines, full_time
Nov 2015 to Jul 2017
● Account Management: Verified customer accounts to deliver accurate billing, shipping, warranty, and account-status updates. ● Issue Resolution: Resolved phone and online inquiries and complaints, documenting each interaction to improve satisfaction and turnaround time.