2014
Bachelor of Elementary Education
Assumption Collage of Davao
More Info About Me
Hi there! My name is Richel Galvez, and I am a Lead Generation and Cold Email Outreach specialist with over three years of experience. I’ve had the opportunity to work with clients in a variety of industries, from start-ups like Halalah in the Halal sector to agencies focusing on Employee Retention Tax Credits and FinCEN reporting for U.S. business owners.
I specialize in crafting hyper-personalized emails that help nurture leads and build lasting relationships between clients and agencies. I’m also highly proficient in using lead generation tools like Apollo.io, LinkedIn Sales Navigator, Hunter.io, Snov.io, MillionVerify, RocketReach, Instantly, Notion, and HubSpot, which allows me to efficiently identify and nurture qualified leads.
With a results-driven approach, strong communication skills, and an analytical mindset, I’m confident in my ability to deliver measurable outcomes and contribute to the success of any team I work with.
My Skills and Competencies
Property Research
Email Marketing
Canva Presentation Making
Email Management
Light Social Media Management
Customer Service
Lead Generation Expert
Data Entry
Mortgage Loan Process
Certificates
My Experience and Education
2021
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2023
Flatworld Solutions, Inc., Philippines
(Account Executive)
• Assist the Senior Mortgage Processor with loan application submissions, verifying documentation, and tracking the loan status.
• Review loan files for completeness and accuracy, ensuring that all required documents are included in the loan package.
• Communicate with borrowers, loan officers, underwriters, and closing agents to gather information and provide updates on the loan status.
• Follow up on any missing documentation or information needed to complete the loan file.
• Enter loan application information into the company's loan processing system accurately and timely.
• Prepare loan files for underwriting and coordinate with the underwriter for loan approval.
• Manage a pipeline of loans, ensuring that they move efficiently through the loan process.
• Maintain knowledge of current loan products, policies, and procedures to ensure compliance with regulations.
2021
-
2021
VXI Global Solutions, LLC
(Customer Service Representative)
• Provide exceptional customer service to AT&T customers by responding to inquiries and resolving issues in a timely and professional manner.
• Address customer concerns related to billing, service plans, device issues, and technical support.
• Accurately input and update customer information in the company's customer service management system.
• Identify opportunities to improve customer satisfaction and provide feedback to management.
• Collaborate with other team members to resolve complex customer issues and escalations.
• Meet individual and team performance metrics related to customer satisfaction, call quality, and productivity.
• Keep up-to-date with AT&T products, services, and promotions to provide accurate and relevant information to customers.
• Maintain a positive and professional demeanor in all customer interactions.
• Adhere to AT&T policies and procedures related to customer service and data privacy.
• Participate in training and development programs to improve knowledge and skills related to customer service and AT&T products and services.
2020
-
2021
UPWORK
(General Virtual Assistant)
• Perform data entry tasks accurately and efficiently
• Assist with email management and organization
• Schedule appointments and meetings
• Create and maintain spreadsheets and databases
• Conduct research as needed
• Provide general administrative support to the team as needed
• Handle incoming and outgoing correspondence
• Organize and maintain files and documents
• Manage social media accounts and create content as needed
2022
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2024
Freelancer
(Lead Generation Specialist)
My Services
Mortgage Loan Process
Validate data, verify references, review file, fix errors, investigate discrepancies.
Customer Service
Addressing client issues, orders, and inquiries, prioritizing personalized solutions, and putting customer needs first.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Lead Generation Expert
Support in building a pipeline of leads to meet business plans, quotas and company objectives.