Jerry

Finance / Bookkeeping / Lead Gen / Admin / VA / Underwriter

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Overview

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

at $7.00/hour ($1,232.00/month)

Associates degree

Last Active

May 4th, 2024 (today)

Member Since

March 14th, 2023

Profile Description

Strategist Extraordinaire: Transforming Businesses with Precision and Passion

Looking for expert assistance to propel your business forward?

With a meticulous approach and a focus on financial management and lead generation, I excel at optimizing business operations for sustainable success. Your satisfaction remains my top priority.

Skilled in various tools and applications, such as:

- Lead Scraping (SalesNavigator, Seamless.ai, Apollo)
- Creative Tools (Pinterest, Canva, Capcut)
- G Suite (Docs, Drive, Sheets, Contacts, Meet, Keep)
- Project Management (Trello, Monday, Asana, Click Up)
- Communication (MS Teams, Telegram, WhatsApp, Skype, Zoom)
- Social Media Platforms (Facebook, Instagram, LinkedIn, TikTok)
- AI (ChatGPT)
- LinkedIn Automation (HRS)
- Bookkeeping (Bokio and Fortnox)

My responsibilities include:

- Lead Generation: Utilizing Apollo and Seamless.ai to identify and qualify potential leads, ensuring a steady stream of prospects for business growth.

- Administrative and Social Media Management: Leveraging my experience as an admin assistant, I oversee administrative tasks such as data entry, ensuring prompt handling of inquiries and documentation, while also managing social media presence and engagement to enhance brand visibility and drive audience interaction. Additionally, I contribute to improvement efforts across both administrative and social media spheres, ensuring streamlined operations and effective communication strategies.

- Customer Service (Sales): I focus on promptly addressing inquiries, efficiently resolving issues, processing orders accurately, maintaining records, and providing support. In sales, I drive revenue through lead conversion and deal closure. In tech support, I provide technical assistance and ensure smooth user experiences. Effective communication and problem-solving are crucial in all these areas.

- Branch Manager and Underwriter: Drawing from my extensive experience in leadership and financial analysis as a branch manager and underwriter, I excel in managing branch operations, overseeing lending activities, and assessing risk to make informed decisions. My responsibilities include ensuring compliance with regulations, optimizing loan portfolios, and fostering a collaborative team environment to drive success.

Why work with me?

I'm dedicated to understanding your unique challenges and goals, drawing from my extensive experience as a branch manager, underwriter, and bookkeeper in a microfinance company, as well as my roles in BPO customer service, tech support, and admin assistance. Together, we can develop effective, sustainable solutions. With my expertise and cutting-edge tools, success for your business is achievable.

Ready to elevate your business?

Reach out to start a conversation or schedule a free consultation. Let's discuss how I can assist you.

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Contact Info:
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Top Skills

Professional Services » Management Services » Finance Management

Experience: 5 - 10 years

As a branch manager at a microfinance company for five years, I led a team to deliver financial services to underserved communities. My responsibilities included managing daily operations, loan disbursement, collections, and client relations. Through strategic planning, I improved efficiency and customer satisfaction. I also developed financial literacy programs to empower clients. My commitment to excellent service drove the branch's success and growth.

Professional Services » Management Services » Administrative Management

Experience: 6 months - 1 year

I have six months of experience in administrative management, where I supported daily operations and ensured efficient workflow. My responsibilities included organizing schedules, managing communication, and coordinating meetings and events. I effectively maintained records and handled various administrative tasks, contributing to a smooth and productive work environment.

Professional Services » Management Services » Customer Support Management

Experience: 2 - 5 years

With two years of experience in customer support at a BPO company, I specialized in chat and technical support. I provided prompt, accurate, and empathetic assistance to customers, resolving issues effectively and enhancing customer satisfaction. My ability to manage multiple inquiries simultaneously and adapt to diverse customer needs helped maintain high-quality service levels.

Other Skills

Office and Administration » Translation

Office and Administration » Microsoft Excel

Customer Support » Phone Support » English Speaking

Accounting » Financial Accounting » Financial Analysis

Customer Support

Experience: 1 - 2 years

Customer Support » Email Support

Experience: 1 - 2 years

Customer Support » Forum/Community Moderation

Customer Support » Sales Support » Lead Generation

Experience: 1 - 2 years

Office and Administration » Email Management

Professional Services » Business development

Experience: Less than 6 months

I have received training from a BDR expert.

Basic Information

Age
32
Gender
Male
Website
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Address
Trece Martires City, Cavite
Tests Taken
IQ
Score:  128
DISC
Dominance: 31%
Influence: 12%
Steadiness: 41%
Compliance: 17%
English
C2(Advanced/Mastery)
Uploaded ID
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“I can find little blocks of time to focus so we can scale this business.”

Clearman Lawyers

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