Bachelor of Arts in English
University of Caloocan City
A versatile and results-oriented professional with over four years of experience in customer service, including a leadership role as a Quality Assurance Supervisor. I’ve worn many hats across different industries—working as a Compliance Analyst in the mortgage field, a Marketing Assistant in real estate (from newsletters to full campaigns), and a CRM Manager focused on automation and funnel design. I also manage a website, create or improve SOPs, and lead projects like building learning systems and online courses.
I thrive in dynamic environments, love finding better ways to do things, and bring a proactive, can-do and will-do attitude to every team I join.
University of Caloocan City
Manage CRM: Go High Level
-Maintaining a well-organized CRM database
-Invoice Audit
-Monitoring Pipeline and Opportunities, Taggings, Custom Fields, etc.
-Set up automation for nurturing leads, email campaign, events, appointment confirmation and reminders,
power dialler, and more.
-Create/Design Landing Pages, Funnel, Forms, Survey
-Set up and manage calendars
-Provide technical assistance/support for the entire team
Wordpress Management
-Website page creation using Elementor Pro
-Implementing online courses using Learndash
-Manage users and course enrollment, updating/uploading course content and materials
-Events management
-Provide technical assistance/support for the entire team
Course development using Articulate Rise
Create or Improve Standard Operating Procedures for the company
Email support through Freshdesk
• Reviewing daily loan to ensure compliance
• Investigate file(s) for possible fraud
• Submit to State Regulator Audit
• Assist Loan Officers through Emails or Zoom Calls
• Generate/create reports about the site/account's performance
• Provide recommendation in improving call handling
• Facilitate client/operations call calibration
• Evaluate Quality Analysts' monitoring
• Monitor and evaluate agents' calls
• Facilitate internal calibration
• Facilitate QA talks/refresher with teams
• Send team level reports
-Maintaining a well-organized CRM database -Setting up workflow or automation within GHL and even integrating other too
-Create or implement online courses or training materials in Learndash LMS -Design course outlines using Elementor Pro -
Map workflow, cut steps, automate tasks, use SOPs/templates, track results, and train the team.