Customer Service/Freelancer
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Highly enthusiastic professional with a multifaceted background as an asset across the different sectors. A CRM-savvy specialist with extensive experience managing client data and relations and specialized property management systems. Expert in providing omnichannel support across phone, email, and live chat, with a focus on resolving complex account queries, technical troubleshooting, and high-level escalations in a timely manner.
Recognized for improving operational efficiency through the creation of custom macro tools and the management of accurate financial and data reporting. A consistent award-winning analyst and sales professional. Additionally, a highly adaptable freelancer, dedicated to tailoring technical skills and administrative expertise to meet the unique and evolving needs of every client.
Appointment Setter - AR Sold IT Realty and Consultancy
(2025-07 - 2026-01)
Operate as a strategic, CRM-savvy specialist dedicated to bridging the gap between property owners and expert consultancy services. Core focus is on high-intent lead generation, leveraging a conversational and empathetic approach to qualify potential sellers and investors through high-volume outreach via phone and live chat. Take full ownership of the initial client journey by performing extensive due diligence to ensure every interaction is highly personalized and addresses specific concerns like market timing or zoning buffers.
Beyond initial engagement, responsible for managing the seamless hand-off of prospects to senior consultants, maintaining meticulous records of follow-up commitments, and ensuring the sales pipeline remains efficient.
Senior Associate - Infinit-O Philippines
(2023-09 - 2025-05)
Serve as a core associate for an investment fund, responsible for ensuring the completion and accuracy of daily, weekly, monthly, and quarterly reports. Daily and weekly duties include monitoring cash flows and asset movements, as well as identifying and reporting any unusual or erroneous transactions. Monthly and quarterly responsibilities involve preparing and analyzing reports for onshore partners and board documentation.
Additionally, provide administrative support by maintaining accurate records, compliance documents, and assisting with billing or reporting tasks as needed. Responsible for training new team members and supporting overall operational efficiency through careful documentation and workflow oversight.
Senior Data Analyst - DTCC
(2022-08 - 2023-07)
Verify clients' Legal Entity Identifiers (LEIs) to ensure accurate data entry and compliance with regulatory standards set by GLEIF, minimizing the risk of data quality issues. Communicate with clients as necessary through Salesforce. Manage data-related challenges stemming from both external and internal changes. Also responsible for onboarding and training new hires.
Senior Mortgage Analyst - HSBC Data Processing Philippines Inc
(2020-07 - 2022-07)
Manage New Zealand mortgage-related activities, including loan documentation, account openings, loan term restructuring, and interest calculations for housing loan agreements. Draft key documents such as Variation Letters, Solicitor Letters, Guarantee Letters, and Indemnity Letters, while evaluating new housing loan restructuring requests. Conduct daily reviews of Transfer Pricing Rate Notifications.
Maintain a high standard of work and collaborate closely with legal teams on documentation and agreement matters.
Senior Customer Service Representative III - HSBC Data Processing Philippines Inc
(2016-02 - 2020-07)
Provide high-quality service across phone, email, and live chat platforms to ensure optimal customer satisfaction and adherence to performance standards. Manage real-time chat and email queries from clients in a timely manner, addressing account management, product details, technical troubleshooting, and delivery inquiries. Take proactive ownership of complex client issues, managing escalated inquiries and conducting necessary departmental research to ensure full resolution.
Responsible for sales upselling and contacting eligible clients regarding financial products, including cash loans, balance transfers, and installment plans. Act as a core member of the service recovery team, managing high-level escalations and administering behavioral quizzes to prevent fraud and unauthorized account access.
Sales Supervisor - Tagaytay Country Hotel
(2012-01 - 2015-09)
Coordinate events for the hotel property while managing sales for both food and beverage (F&B) and accommodation. Partner with online marketing platforms to drive property sales. Oversee the end-to-end planning and execution of events like company events, weddings, debut etc. Serve as the primary liaison with suppliers to ensure all property needs are met.
Bachelor of Science - Biology - Cavite State University
Secondary Education - Bacoor National High School
Primary Education - Gov. P.F. Espiritu Elementary School
