Jul
Data Entry & CRM Specialist
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About
Highly skilled Business Transcription Specialist and Data Entry Expert with over five years of professional experience, including extensive work supporting the high-stakes financial sector. Specialized in delivering elite-level accuracy, handling complex terminology, and maintaining strict confidentiality for global investment firms. Proven expertise in CRM management, oral comprehension, and safeguarding data integrity to exceed client expectations.
Experience
Business Transcription Specialist at Civicom, Inc. (HeyDan) (2021-11 – Present)
Delivered high-volume, high-accuracy transcription for global investment management professionals, supporting leading financial institutions. Handled complex market commentary and financial analysis while ensuring data integrity and confidentiality. Maintained and updated CRM databases and data management lists.
- Delivered high-volume, high-accuracy transcription for global investment management professionals, supporting leading financial institutions such as the Massachusetts Financial Services (MFS) Account.
- Handled complex market commentary and financial analysis while ensuring the utmost data integrity and confidentiality.
- Maintained and updated CRM databases (including Salesforce and Microsoft Dynamics 365) and data management lists.
- Communicated clearly with clients to resolve queries and ensure complete customer satisfaction.
General Audio Transcriber at English Plus Republic (2019-02 – 2021-10)
Transcribed various audio files with a high degree of quality, accuracy, and attention to detail. Communicated effectively with clients via email and telephone to clarify transcription requirements.
- Transcribed various audio files with a high degree of quality, accuracy, and attention to detail.
- Communicated effectively with clients via email and telephone to clarify transcription requirements.
Storekeeper at Basio (2018-07 – 2019-01)
Managed inventory control, restocked shelves to ensure product availability, and maintained stockroom records. Greeted customers, offered assistance, and provided accurate change to cash-paying customers.
- Managed inventory control, restocked shelves to ensure product availability, and maintained stockroom records.
- Greeted customers, offered assistance, and provided accurate change to cash-paying customers.
Social Media Specialist at Leap Communications (2017-04 – 2018-06)
Managed client complaints and queries, ensuring prompt resolution and customer satisfaction. Collaborated with various departments to coordinate recruitment actions and utilized social media platforms to recruit applicants for Facebook/Google Advertiser positions.
- Managed client complaints and queries, ensuring prompt resolution and customer satisfaction.
- Collaborated with various departments to coordinate recruitment actions and utilized social media platforms to recruit applicants for Facebook/Google Advertiser positions.
Brokerage Trainee (Internship) at Avenido Customs Brokerage (2016-06 – 2016-10)
Assisted in processing vital documents at the Bureau of Customs for goods shipping and acquired necessary documents from government offices. Organized and sorted records, performing general clerical tasks to support daily operations.
- Assisted in processing vital documents at the Bureau of Customs for goods shipping and acquired necessary documents from government offices.
- Organized and sorted records, performing general clerical tasks to support daily operations.
Education
Bachelor of Science in Statistics – Cebu Technological University
Bachelor of Science in Customs Administration – University of Cebu - Lapu-Lapu and Mandaue (2013-06 – 2017-03)

