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