Moises

Processor, Accounting, Customer Service Representative

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Overview

Looking for full-time work (8 hours/day)

at $5.20/hour ($915.20/month)

Bachelors degree

Last Active

April 30th, 2024 (19 days ago)

Member Since

February 1st, 2021

Profile Description

I have experience in Accounting, Finance, Payroll, Administrative, Lead Generation, Recruitment, and Mortgage processes. Capable of working outside the box utilizing knowledge and experience to accomplish assigned tasks and team goals with satisfactory results.

My Work History outside Freelancing:

FINANCE OFFICER & EXECUTIVE ASSISTANT

Responsible for the process of payroll, company expenses monitoring, financial reporting, clearance completion, and assisting in outsourcing Human Resources 

•Recording, monitoring, and reporting of Company expenses 
•Monitoring, processing, and collecting international billing and purchase invoices (Accounts payable and receivable)
•Schedule and coordinate meetings, appointments, and travel arrangements for supervisors and CEO.
•Process Company payroll including Government contributions.
•Maintain personal time off (PTO) records and ensure PTO is paid out as needed upon terminations.
•Handle all incoming calls/inquiries related to payroll.
•Designing and implementing the overall recruiting strategy.
•Sourcing and attracting candidates by using databases, social media etc.
•Conducting initial interviews and filtering candidates for open positions.
•Prepare recruitment materials and post jobs to appropriate job boards/newspapers/colleges etc
•Disseminate new/updated memorandum assuring every employee is updated with the Company's book.

BROKER SUPPORT EXPERT/MORTGAGE LOAN PROCESSOR

Processing mortgage payoff requests and loan modifications. Train mortgage process for newly joined member

•Take calls to process client's requests. 
•Responsible for processing Mortgage Loan Payoff request 
•Monitoring and updating of Daily Late Fee Exception Report 
•Audit 
•Compare Actual and Corrected interest rates for mortgage loan
•Reviewing and verifying loan applications and filling borrower information with the lending bank.
•Tracking the mortgage status and payments, and initiating foreclosure proceedings in the event of default. 
•Assist broker with lodgment, prepare files, and follow up on missing information for portfolio application and settlement.
•Handle, analyze, and prepare client loan applications.
•Documentation and data processing discharge requests.
•Preparation of the solicitor’s instructions on full discharge.
•Provide an indicative and final payout figure.
•Customer Service Representative.

LEAD GENERATION (Project-Based)

Hunting prospects via various social media platforms- to explore and identify their needs, and provide the best solutions.

• Engage with customers on social media to handle incoming inquiries and create leads for the Sales Team.
• Manage leads in the MyCRM (CRM tool) accurately and efficiently, ensuring the right level of follow-up.
• Develop and maintain relationships with existing and potential clients.
• Identify and assess potential markets and sales opportunities.
• Monitor and report the client's needs and progress.
• Generate inbound and outbound leads.
• Handle customer questions and review business operations.

Top Skills

Real Estate » Appointment Setting

Office and Administration » Data Entry

Loan Processing

Experience: 2 - 5 years

Support broker processing loan applications from document validation to settlement.

Other Skills

Accounting » Accounts Receivable

Experience: Less than 6 months

E-Commerce » Inventory Management » Quality Control

Office and Administration » Transcription

Office and Administration » Personal Assistant

Accounting » Accounts Payable

Experience: Less than 6 months

Human Resources

Human Resources » Recruiting

Experience: Less than 6 months

Office and Administration » Microsoft Excel

Office and Administration » Travel Planning

Basic Information

Age
30
Gender
Male
Website
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Address
MARIKINA, Metro Manila
Tests Taken
None
Uploaded ID
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