Senior Accounts Management Specialist | Expert in Client Rel

I focus on account retention by building strong client relationships, addressing concerns promptly, and providing effective solutions that encourage continued trust and long-term partnership.

I have extensive experience in customer service, account management, and financial operations, built over more than eight years across the banking, telecommunications, BPO, and real estate industries. At BDO Unibank, I gained valuable experience in marketing and client relationship management, promoting banking products and assisting clients with their financial needs. In my roles at Teletech (Verizon Account), WNS Global Services, and Inspiro (Dish Network Account), I further developed my customer service and upselling skills, managing client inquiries, resolving issues efficiently, and delivering excellent service that fostered customer loyalty. Currently, at Megaworld Corporation, I handle account management, billing, reconciliation, and collection, ensuring accuracy in financial transactions and maintaining strong client relationships. Throughout my career, I’ve focused on providing outstanding customer service, maintaining organized financial records, and contributing to both operational efficiency and business growth.

I oversee accounts collection by monitoring outstanding balances, coordinating with clients for timely payments, and implementing effective follow-up strategies to maintain healthy cash flow and minimize delinquencies.

I handle account reconciliation by reviewing and verifying financial records to ensure accuracy between client accounts and internal reports, helping maintain data integrity and support smooth financial operations.

I gained experience in marketing and client engagement during my time at BDO Unibank, where I promoted banking products and assisted clients in selecting suitable financial solutions. Additionally, while working in the call center industry, I strengthened my upselling and cross-selling skills by identifying customer needs and offering value-added services that enhanced client satisfaction and loyalty.

I manage accounts billing by preparing, reviewing, and issuing accurate statements and invoices, ensuring timely processing and proper coordination with clients for smooth payment transactions.

I handle accounts documentation by organizing, reviewing, and maintaining accurate financial and client records, ensuring all documents are complete, compliant, and readily available for audits or reference.

I’m responsible for identifying and generating the monthly portfolio of accounts for collection, ensuring accuracy and timely follow-up to support efficient revenue recovery.