Lorna Aguilar

General Virtual Assistant/Bookkeeper
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Contact Information
  • lornaaguilar182@gmail.com
  • +639612538930
  • lornaa_aguilar
  • https://www.facebook.com/lorna.aguilar.165/
  • Ilocos Sur, Philippines
SUMMARY

Detailed administrative professional
versed in providing top-quality
support. Manages Detail-orientated
adept at making critical decisions,
managing deadlines and
conducting team reviews. With
expertise in analysis and
quantitative problem-solving skills,
dedicated to company growth and
improvements.


SKILLS

• Customer needs analysis
• Remote teamwork
• QuickBooks experience
• Insurance
• Confidentiality and discretion
• Meeting expectations
• Accounting support
• IPFS Expert
• Administrative support
• Customer service
• CRM
• Data entry

EXPERIENCE
April 2022 - August 2023

GGB Insurance Services, Customer Service Representative/Virtual Assistant

•Responded quickly to client requests with excellent systems
knowledge.
•Processed client paperwork to calculate premiums and enroll in
insurance plans.
• Issue Certificate of Insurance and ID Cards of clients.
Input insurance quote to finance system(IPFS, GotoPremium & Top
Premium).
• Organizing files of clients and update it to our CRM.
• Make payments through IPFS.
• Send invoice and receive payments in QuickBooks.
• Basic bookkeeping using QuickBooks.
• WFH Set Up(Graveyard Shift)

May 2019 - June 2021

Cup & Cones, Part-Time Cashier

•Worked overtime shifts to maintain optimal workflow during busy
periods or times of unexpected high volume.
•Helped customers with specific item requests by answering
questions and offering knowledgeable product advice.
•Packed purchased items properly to prevent damage to delicate
products.
•Maintained high productivity by efficiently processing cash, credit
and debit payments.
•Assessed customer needs through clear communication, anticipating
and responding appropriately to queries.
•Smoothly processed incoming orders, handling over 20 transactions
per day with exceptional accuracy.
•Completed opening and closing procedures, verifying proper
cash-on-hand amounts and allocating resources.

EDUCATION
2022

Bachelor of Business Administration | Financial Management, University of Northern Philippines, Vigan, ILS

CERTIFICATIONS

• Certified QuickBooks ProAdvisor
• Certified Xero ProAdvisor