PROFESSIONAL SUMMARY:
Dynamic Virtual Assistant and Data Analyst with over 5 years of diverse experience in
client relations, data management, and operational support. Proven track record in
efficiently analyzing data for laboratory results and facilitating effective communication
with clients. Achievements include streamlining data reporting processes, ensuring
accuracy in tracking, and enhancing customer satisfaction. Committed to leveraging
analytical ski ls and operational expertise to contribute positively to team dynamics and
support the company's objectives.
WORK EXPERIENCE:
CONTACT
Phone:
Address: Block 58, lot 14, Malagasang I-G, Imus,
Cavite
LinkedIn: www.
VIRTUAL ASSISTANT ROLE:
Tara Tours Ireland, Co. Meath, Ireland | 04/01/
VIRTUAL ASSISTANT/
• Generated and sourced leads through
appointments for clients and the business.
• Managed
messages to increase brand visibility and customer reach while supporting appointment setting.
• Provided administrative and clerical support, maintained organized lead and communication records, and assisted with daily
operational tasks, including customer support and appointment coordination.
Connect Mortgage LLC, Arizona, USA| 12/01/
CLOSING DISCLOSURE ANALYST
• Provided executive and administrative support through calendar management, document tracking,
operational support while ensuring timely loan processing.
• Reviewed Purchase Contracts, HOI, Title documents, and Initial Disclosures for accuracy and compliance, coordinating with
lenders, title companies, and internal teams to meet deadlines.
• Managed Clear to Close (CTC) processes, maintained Closing Disclosure (CD) information, reconciled fees, tracked action items,
and supported smooth loan closings through effective communication and record keeping.
First Rate Lab, Thrive Lab, and Lab Quest California, USA | USA 03/2023 –09/2025
Client Relation/ Data Analyst/Admin Assistant
• Provided comprehensive executive and administrative support by managing
appointments; maintaining records, trackers, and digital filing systems; and supporting managers with day-to-day operational and
administrative tasks in a fast-paced healthcare environment.
• Coordinated meetings and appointments, prepared agendas, documented meeting minutes and action items, tracked fo low-ups,
and communicated with healthcare providers, facilities, and patients to ensure timely updates, compliance, and accurate reporting
of laboratory testing results.
• Supported operations, recruitment, onboarding, compliance, and training initiatives by assisting with new hire orientation,
training and mentoring Virtual Assistants, maintaining compliance and document tracking systems, managing operational records
and databases, and ensuring data accuracy across multiple healthcare and administrative platforms.
CUSTOMER SUPPORT AND OTHER ROLE:
HOME LENDING - JP MORGAN CHASE Philippines| 02/2023 –05/2024
DATA VERIFY UNDERWRITER
•Reviewed andverified mortgage documents includingcreditreports,Form 1003, tax returns, and purchase contracts, while
managing borrower alert codes for underwriter review.
• Maintained accurate records of qualified parties and ensured compliance with loan processing checklists and documentation
requirements.
• Reviewed closing documents, verified fees and escrow details, and balanced cash-to-close and wire transfers prior to loan
funding and client signing.
HOME LENDING - JP MORGAN CHASE Philippines| 12/2020 –01/2023
CLOSING DISCLOSURE ANALYST
•Reviewed andverifiedclosing documents,includingvesting,vendorfees, taxes, HOI, payoff amounts, and escrows to ensure
accuracy and avoid shortages or overages.
• Balanced cash-to-close figures and wire transfers before loan closing and coordinated final processing with funders for
document signing.
CAPITAL ONE Philippines| 09/2019 – 08/2020
SENIOR OPERATIONS SPECIALIST
•Provided customer supportfor Spark Business credit card holders, assisting with account inquiries, balance and statement
concerns, credit limit requests, account activations/closures, and transaction-related issues.
• Guided customers through online banking and application processes, including password resets, paperless enro lment setup,
and auto-payment enro lment while ensuring a smooth customer experience.
• Resolved customer concerns efficiently through phone and digital support by troubleshooting account access issues, explaining
banking services, and maintaining high service quality standards.
AARCE TELEMARKETING & SERVICES Philippines| 12/2017 – 11/2018
OPERATIONS MANAGER/ TEAM LEADER/ADMIN ASSISTANT
•Managed dailyoperationsfora startupDME/RX/DiabeticSuppliescompany, supervising agents, monitoring KPIs, preparing
operational reports, and ensuring exce lent client and customer service for U.S.-based healthcare accounts.
• Served as Executive/Admin Assistant to the CEO by handling schedules, client communications, team coordination, reporting,
onboarding, and administrative support to maintain smooth business operations.
• Trained, coached, and supervised telemarketing and support teams, conducting product and compliance training, performance
evaluations, and quality monitoring to improve productivity and client satisfaction.
OUTBOUND SALES| CUSTOMER SUPPORT TIER I and TIER II | GDS EXPERT
•Managedoutbound andinboundtravel sales,assistingcustomerswithflight, hotel, and car rental bookings while promoting travel
packages and resolving reservation concerns.
• Provided Tier I and Tier II customer support, handling escalations, supervising phone support operations, resolving complex
customer issues, and ensuring high-quality service delivery through phone,
• Served as a GDS Support Specialist, managing offline booking cases, troubleshooting reservation system issues, processing
itinerary changes, and coordinating with airlines, hotels, and travel partners to ensure timely resolutions.
AWARDS AND CERTIFICATION:
Revenue Cycle Management Full Process Training
Premiere Medical Bi ling Academy - (09/2025)
ACADEMIC HISTORY:
UNIVERSITYOFMAKATI | 06/2006 – 06/2008
B.S.TourismManagementStudent:(GPAof 90% or 1.5)
SKILLS: Customer Service & Support| Inbound & Outbound Ca ls|
Account Management| Technical Support| Customer Retention| Escalation Handling| Data Entry & Documentation| Problem Solving|Team Co laboration
CRM & Tools: Tebra, Home State Health Plan Portal, National Government Services (NGS) Portal,
Appointment, CountyCare, Athena, UWM, TLS, KindLending, Zoho CRM, Zendesk,
CGM Labdaq, Biorad1, QuantStudio12, D2Analysis, RingCentral, Five9, Vicidial, Canva, CapCut, Loom, Vimeo, Google Workspace (Gmail, Google
Drive, Google Meet, Google Forms, Docs, Sheets), FedEx Software & Website, AI tools including ChatGPT and Gemini
Experience: 2 - 5 years
DME/RX/DIABETIC SUPPLIES OPERATIONS MANAGER AARCE TELEMARKETING AND SERVICES - Philippines December 2017 to November 2018 We are catering medical equipment such as DME, CGX, DIAB kits, Cancer test kits, and all other medications and treatments to all private and governmental insurance members in the US. As an Operations Team Manager, I was assigned to do the tasks of a supervisor and a manager at the same time. I'd also work as an administrative assistant and a recruitment at some time. I am responsible for all operation tasks, reports, and performance. LOCAL.COM US-Business To Business (Online listing)- Pacific Hub Corporation - Philippines March 2009 to September 2009 Our campaign is an online business listing that offers online local advertisement in the US, dealing with all business owners with great opportunities for their businesses to be featured on our lists. Our task as an outbound sales specialist is to make them interested in the service and help them realize how beneficial it is to their business. Bell Canada- Sales specialist SYMPHONY 8 - Philippines February 2009 to March 2009 As a sales specialist, we are doing outbound calls to all our customers selling the services and plans that we have, and making sure to reach the quota of at least 6 sales in a day. We are also pulling out credit card information to close the deal to our customers. Senior Sales Executive Asia Premier One Source Inc - Philippines January 2008 to January 2009 The outbound process is the main focus of the company. Our main task is to call our customers to offer our products and services. We are providing a free 30-day trial period for our customers to experience savings on some of their grocery items, foods, entertainment, theater, and many more.
Experience: 5 - 10 years
Senior Operations Specialist Capital One - Philippines September 2019 to August 2020 Our task as Senior Operations associates is to provide world-class quality services and change banking for good. We are assisting all Spark business credit card owners in all their banking needs, such as: resolving balance and statements issues, account activation and closing, account online application, revolving payment issues, payments, and other transactions, and also with their credit limit increase and decrease inquiries. We are also doing basic troubleshooting for customers like password resetting, paperless online enrollment, auto-payment enrollment, and all other online Issues. T-MOBILE TEAM OF Expert (Pre-Paid) Iqor Dasma(Tmobile) - Philippines February 2019 to April 2020 Catering services and assistance to those customers who are having issues with their prepaid services. This includes activation and deactivation of accounts, retention, billing inquiries, refund inquiries, payment issues, and soft tech problems. EXPEDIATRAVEL- Inbound Sales/ CSR Tier II- Escalation and GDS Support Team Aegis People Support /Teleperformance AYALA Site - Philippines December 2012 to December 2017 I started as an inbound sales agent assisting travelers with their bookings and reservations such as flight, hotel, and car reservations. Eventually, became a customer service representative in Tier I and was promoted to Tier II escalation /Tier I -phone supervisor. And then selected to be part of their GDS support reject team/ Tier II offline support handling offline cases and responding to our Customer's emails and chats to make sure that all issues is being resolved in a timely manner. DIRECT TV Retention team-Inbound Sales AloricaMagallanes - Philippines August 2012 to November 2012 Our main goal is to keep our loyal Direct TV customers, providing 100% customer satisfaction using our sales and customer service skills. TELENAV NAVIGATION- Technical Support Zephyr Communication/ ACME - Philippines May 2011 to August 2012 As a Telenav Navigation Agent, we are the one who is responsible for providing excellent customer service assistance including sales and technical support on our customer’s Telenav mobile application.
Experience: 6 months - 1 year
VIRTUAL ASSISTANT( LINKEDIN ACCOUNT MANAGER) – January 1, 2019- May 6, 2019- I am responsible for responding to my Client's Pharmaceutical inquiries through chat and email, and gathering all customer data and information for reference. My tasks are more on Lead generation and Account management on my Client's LinkedIn and Gmail accounts.
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