Jeffrey Ryan Pineda

Reliance Real Estate

Rental Trust Accountant - Cloudstaff - Angeles City, Pampanga

(2020-11 - 2026-08)

Reliance Real Estate

• Manage day-to-day residential and commercial real estate trust accounting functions.
• Complete trust account and bank reconciliations accurately and within required timeframes.
• Process tenant receipts, payments, payment runs, and other trust transactions.
• Maintain accurate transaction records and investigate discrepancies promptly.
• Manage high-volume trust accounting data while maintaining strong accuracy and compliance.
• Assist with month-end, EOFY, and other periodic trust accounting processes.
• Prepare reports and supporting documentation required for trust account audits.
• Maintain lease, tenant, landlord, and property-related financial information.
• Process invoices and correctly allocate property expenses.
• Understand and process commercial property outgoings, including the appropriate treatment of owner and tenant costs, recoverable expenses, and GST.
• Assist with rental increases, including fixed and CPI-based increases.
• Manage security bond-related accounting and reconciliation requirements.
• Assist with periodic portfolio reviews and data clean-ups across bonds, insurance certificates, tenant records, and other property information.
• Support property managers with trust accounting and financial queries.
• Process and reconcile sales deposits received into trust.
• Maintain accurate records of sales-related trust transactions.
• Prepare and process commission statements and associated documentation.
• Assist with statements of adjustment and settlement-related trust accounting.
• Ensure funds are handled and released accurately and in accordance with required processes.
• Maintain accurate trust account records and supporting documentation.
• Ensure transactions are processed in line with Australian real estate trust accounting requirements and internal procedures.
• Prepare EOFY and periodic trust accounting reports.
• Assist with trust account audits and respond to supporting documentation requests.
• Investigate discrepancies and resolve accounting issues promptly.
• Respond professionally to internal and external queries relating to trust transactions, rebates, adjustments, and account balances.

Property Management Administrator/Assistant Team lead - Cloudstaff - Angeles City, Pampanga

(2020-01 - 2020-11)

Stafflink – Biggin & Scott – Richmond

• Process New Tenancy Applications
• Manage reports and information regarding the property accounts
• Manage electric and water bills for tenants
• Conduct references for applicants
• Manage team performance and productivity
• Entering Bank Statement Balance
• Receipting received payments from ANZ Bank and WestPac online banking
• Adding and Removing Adjustments
• Removing Reconciled Withdrawals
• Sending Reconciliation and Adjustment Reports
• Disbursement of funds to landlords and tenants
• Entering invoices

Technical Support Representative for Microsoft - Sutherland Global Services - Clark Field, Pampanga

(2014-10 - 2015-01)

With Promotion

• Troubleshoot and fix Windows, Office and Office for Mac.

Sales Coach/Trainer for Microsoft - Sutherland Global Services - Clark Field, Pampanga

(2015-01 - 2017-01)

With Promotion

Product Trainer for Credit One Bank - Sutherland Global Services - Clark Field, Pampanga

(2017-01 - 2017-08)

With Promotion

Customer Service Representative/Sales & Product Specialist for Microsoft Store Chat - Sutherland Global Services - Clark Field, Pampanga

(2017-10 - 2019-03)

With Promotion

WFM CCOD/RTA for Sutherland Global Services - Sutherland Global Services - Clark Field, Pampanga

(2019-03 - 2019-05)

With Promotion

• Troubleshoot and fix Windows, Office and Office for Mac.
• Manage 60-100 agents to meet monthly sales and CSAT quota.
• Conduct training and up skill agents on how to provide excellent customer service and how to make a sale properly.
• Manage agents in care bay to increase sales and CSAT performance.
• Fix sales tools and system errors.
• Send reports about sales and conversion rate of agents and teams.
• Monitors compliance and effectiveness on current Action Plans being executed on Different Levels.
• Develop Sales Strategies and Techniques to hit and exceed client goals.
• Data Analysis
• Generate Service Level reports and Monitor real time agent productivity.

Senior Representative / Resolution Supervisor for Sprint USA - IQOR Phil. - Clark Field, Pampanga

(2014-01 - 2014-08)

With Promotion

• Provide world class customer service.
• Review and help customers with advance billing issues.
• Meet monthly sales and CSAT quota.
• Took in escalated calls from agents.
• Train new agents on how to call customers and how to make a sale properly.
• Advocate the Sprint culture through both behavior and attitude.
• Gain knowledge and working towards mastery of the tools necessary to successfully transition into Team Leader opening.
• Learn to effectively use professionally accepted oral and written business verbiage.
• Develop the ability to resolve escalated customer issues.
• Monitor quality and attendance of the team.
• Manage refund rate and evaluate critical accounts.
• Train agents in developing their customer service skills.
• Review calls, check validity of sales, utilization of tools.

Collections Senior Representative/Team Leader apprentice for Bell Canada - IQOR Phil. - Clark Field, Pampanga

(2012-10 - 2013-10)

With Promotion

• Provide world class customer service.
• Review and help customers with advance billing issues.
• Meet monthly collections and CSAT quota.
• Took in escalated calls from agents.
• Attended leadership training.
• Train new agents on how to call customers and how to collect properly.
• Advocate the Bell Canada culture through both behavior and attitude.
• Gain knowledge and working towards mastery of the tools necessary to successfully transition into Team Leader opening.
• Learn to effectively use professionally accepted oral and written business verbiage.
• Develop the ability to resolve escalated customer issues.

General Care Senior Customer Service Representative for T-Mobile - Teletech - City of San Fernando, Pampanga

(2011-03 - 2012-10)

• Advocate the Teletech culture through both behavior and attitude.
• Handling advance sales, billing and technical troubleshooting issues.
• Took in escalated calls from agents.
• Train new agents in providing world class customer service to get high CSAT.
• Assist supervisor in monitoring quality and attendance of the team.
• Learn to effectively use professionally accepted oral and written business verbiage.
• Provide Teach-back Sessions so as to help agents in solving customer affecting issues.
• Meet monthly sales and CSAT quota.
• Provide world class customer service.
• Review and help customers with advance billing issues.
• Upsell T-Mobile plans and services.

Senior Technical Service Representative for T-Mobile - Teletech - City of San Fernando, Pampanga

(2011-03 - 2012-10)

Customer Service Representative for JPMorgan Chase - Sutherland Global Services - Clark Field, Pampanga

(2009-11 - 2011-03)

• Perform quality checks, develop and review customer mortgage loans, Identify areas or documents for completion.
• Complete appraisal request.
• Lead and train new agents in processing appraisal request.
• Check and monitor quality of day 4/day 7 reviews for the mortgage loans.

Undergraduate of B.S Biology - Biology - Pampanga Agricultural College

Secondary - Pampanga Agricultural College (2004 - 2005)

Elementary - Magalang Central School (1999 - 2000)