Banking and Finance
Centro Escolar University, Mendiola
Efficient, result-oriented and extremely motivated to constantly develop my skills and grow professionally. Has a cheerful personality, love to express my ideas through writing and is open for new learning opportunities. I am confident in my ability to follow instruction and to produce quality of work output that is required of me.
Centro Escolar University, Mendiola
• Lead generation
• Pitching and qualifying leads and scheduling appointments.
• Database updating with collected information from calls
• Provides exceptional customer service with strong investigative research while working with internal and external Wells Fargo customers who suspect they have fraudulent, is-posted, merchant disputes or other unusual activity on their accounts.
• Customer contact is made through inbound and/or outbound calls to complete the investigation. May also involve contacting third parties for research
• Mitigate risk by effectively authenticating the identity of customers to prevent further fraudulent activity.
• Reviews verify and/or identify customer transactions to detect/prevent fraud, policy violations, or resolve merchant disputes to mitigate and/or recover losses.
• May be responsible for multiple claim types. A research moderate to complex account activity and determine the potential source of compromise and then takes the appropriate action to decide the case using multiple systems and applications.
• Additional duties may include: closing and/or reissuing cards or accounts, researching or placing holds and restraints, reversing fees, and/or referring accounts for suspected elder abuse, identity theft, or account misuse.
• Supervise assigned accounts to identify unresolved debts.
• Develop effective repayment plans.
• Follow-up with clients on overdue accounts.
• Oversee all monthly payments and refunds.
• Research and implement effective collection techniques.
• Perform all administrative duties related to ensuring office efficiency.
• Create monthly credit records.
• Respond to client account queries in a timely and professional manner.
• Supervise assigned accounts to identify unresolved debts.
• Develop effective repayment plans.
• Follow-up with clients on overdue accounts.
• Oversee all monthly payments and refunds.
• Research and implement effective collection techniques.
• Perform all administrative duties related to ensuring office efficiency.
• Create monthly credit records.
• Respond to client account queries in a timely and professional manner.
In charge of observing accounts to identify overdue payments, report activity, address queries, and create payment plans
Real Estate Virtual Assistant General Virtual Assistant
Act as a liaison, provide product/services information, answer questions, and resolve any emerging problems that our cus