2014
B.S in Architecture
Far Eastern University
Get to know me
As an accomplished Team Leader with a strong dedication to customer service, I bring over 8 years of experience in the financial industry. My passion for detail-oriented work and commitment to excellence have consistently contributed to my success. Equipped with training in conflict resolution and effective communication, I possess the ability to navigate challenging situations with ease. I am a quick learner with a positive mindset, firmly believing in the power of leadership and teamwork to achieve remarkable results.
Throughout my career, I have honed exceptional interpersonal skills that enable me to collaborate effectively with clients, shareholders, vendors, and colleagues alike. My ability to foster productive relationships has been recognized through multiple awards for outstanding performance in both agent and leadership roles.
I am currently seeking new opportunities where I can apply the skills and expertise I have developed over the years. I am confident that my track record of success, coupled with my unwavering dedication, will make me a valuable asset to any team.
My Skills and Competencies
Critical Thinking
Problem Resolution
Graphic Designer
Data Entry
Bookkeeping
Leadership
Organizational Skill
People Management
Creativity
Sales
Certificates
My Experience and Education
2016
-
2023
Wells Fargo Bank
(Team Leader)
"Home Lending"
-Review and assess documents received from clients to qualify for Mortgage Loans
-Collaborate with Sales, Processors, Underwriter, Closer, and Funder throughout the loan cycle.
-Assisted C-Level Roles from India and the United States.
-Administrative work such as reporting, data entry, engagement activity
-Calendar Management for my manager
-Project Manager for new tools and applications
-Extensive coaching for all team member profiles.
-Conducts training for new hires
-Maker of training materials and process
-Handles Escalations from customers and operations
PHONE BANKER 3- ESCALATIONS SUPPORT
-Subject Matter Expert- Compliance and Regulations
-Maintained in-depth knowledge of bank products, services, and best practices for new hires and leaders
-Assisted with escalated concerns such as complaints and high-risk transactions.
-Technical support for Online banking and QuickBooks
-Reconciliation and categorization of banking transactions
Skills: Analytical Skills · Communication · Project Management · Quality Assurance · Problem Solving · Customer Experience Management · Leadership · Sales · Facilitation · Complaint Management · Creative Problem Solving · Coaching · Documentation
2015
-
2016
Acquire Asia Pacific-VEDA/EQUIFAX CREDIT BUREAU
(Sales/Customer Service)
-Offers products and services that help customer to manage their credit report.
-Answer customer inquiries about their credit report and information retention.
Skills: Customer Service · Credit Risk Management · Credit Analysis · Sales
2014
-
2023
Empire East Holdings (Real Estate)
(Real Estate Specialist)
-Generates sales for properties
-In-depth knowledge of Architectural design
-Handles all client inquiries
Skills: Architecture · Real Estate · Sales
November 2014
-
July 2015
Flawless Face and Body Clinics, Inc.
(Client Care Representative)
Handles all client inquiries about the products and services though phone and in-clinic for
Assist clinic supervisor with all administrative task such as reports, payroll and email management
Responsible for the clinics' monthly quota
Provides training for new hires
August 2011
-
June 2013
Candie's Brand
(Team Leader)
People Management
Sales Management
Inventory Auditing
Customer handling and profiling
Training and Mentoring
Boutique POC
Skills: Auditing · People Management · Training · Mentoring · Inventory Management · Operational Risk Management
My Services
Bookkeeping-Quickbooks Intuit
As a highly skilled bookkeeper, I offer a strong background in financial management and meticulous attention to detail.
Leadership
I am skilled in guiding and inspiring teams to achieve outstanding results for the team and the organization.
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Facebook Ads Specialist
I can maximize your business's potential income through creative and strategic targeting of audience
Executive/Administrative Assistant
I will be your go-to person, you Right Hand and strategic partner that will help you accomplish your business goals.