Real Estate Virtual Assistant and Builder Liaison
Company Name: MyOutDesk, LLC.
Dates Employed Feb 2014 – Feb 2019
Employment Duration: 5 yrs 1 mo
Location: Sacramento, California Area
1. Monitor client’s email and answer client’s inquiries
2. Handle reports for the team, new build trade in program
3. Work on Dotloop, Google drive and Wise agent and ensure all documents are uploaded on client’s account
4. Data entry in Wise agent
5. Send out card during birthdays, anniversary and congratulation letter to clients
6. Send touch base letter to clients before closing the new home
7. Call and email title companies, builder agents to get closing updates
8. Send buyer documents in Docusign
9. Create checklist in Outlook calendar and follow up missing documents from builder agents
SYSTEMS:
1. Wise Agent
2. Docusign
3. Zipform Plus
4. Google Suite
5. Dropbox
6. MS Word, MS Excel, Outlook
7. Dotloop
8. Send out Card
9. Youmail
10. Zipcode Finder
Customer service and retention officer
Company Name: Citigroup Business Process Solutions Pty Ltd
Dates Employed: Aug 2009 – Nov 2013
Employment Duration: 4 yrs 4 mos
Location: Manila, Philippines
1. Create a positive customer experience for customers calling about their, credit cards and personal loan accounts.
2. Resolve consumer issues with accurate information either independently or by working with the team.
3. Monitor, understand and reduce the amount of customer who are cancelling by providing different kind of offers depending on their needs.
4. Do service recovery if needed and coordinate with other departments if necessary to ensure that all concerns are resolved completely
5. Upselling bank products
Front end Outbound Collection Officer
Company Name: HSBC – DPP Processing Group
Dates Employed: Apr 2009 – Jul 2009
Employment Duration: 4 mos
Location: Manila, Philippines
1. Make outbound call and ask customers to pay their credit card debts
2. Offer solutions and provide quality service with client’s concerns on their credit card bills
Senior Customer Service Officer
Company Name: IBM Daksh Business Process Services Phils., Inc
Dates Employed: Aug 2007 – Feb 2009
Employment Duration: 1 yr 7 mos
Location: Manila, Philippines
1. Responsible for accepting calls and inquiries & providing competent, courteous, efficient service for company’s customers.
2. Handled Sprint account – telephone service in United States and Bell Canada – cable company in Canada
3. Handle billing inquiries, programming inquiries and local troubleshooting4. Upselling