Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
23
23
years of professional experience
Work History
Account Manager/Office Administrator
Greatway Financial
09.2015 - 08.2023
In friendly and pleasant manner, welcomes, greets and assists people including residents, family members, volunteers, health professionals and other visitors accessing facility
Answer phone calls and hundred of emails from customers, providers and advisors/agents
Works within established staff scheduling processes to complete complex and often urgent scheduling within short timelines
Maintain ongoing tracking and appropriate documentation on referrals to promote team awareness and ensure everyone’s safety
Adapts to frequent interruptions and shifting priorities while ensuring staff are scheduled appropriately and in accordance with site policies and procedures and collective agreement requirements
Review details and expectations about referral with clients
Direct customers to advisors who can best serve them
Identifying customer needs and taking proactive steps to maintain positive experiences
Provide specific financial information to financial services to maximize clients need
Responding to customer/advisors’ queries in timely and effective manner
Provide appropriate financial information to specialist/underwriter
Building relationships with clients/advisor based on trust and respect
Collaborating with internal departments to facilitate client/advisor need fulfillment
Communicating with clients/advisors to understand their needs and explain product value
Collecting and analyzing financial data to learn more about consumer financial requirements
Keeping accurate records pertaining to clients and advisor notes
Maintaining updated knowledge of company products and services
Resolving complaints and preventing additional issues by improving processes
Acting as client advocate with focus on financial needs experience.
Night Person Support
Four Points Hotel and Hampton Inn Hotel
09.2012 - 08.2015
Maintain facility in order like lobby to hallway area
Maintain and organize needs of day shift housekeeping
Provide and assist front desk personnel
Checking gym and pool area orderly for next day usage
Communicate with supervisor on duty daily.
Organized and detail-oriented with a strong work ethic.
Demonstrated respect, friendliness and willingness to help wherever needed.
Self-motivated, with a strong sense of personal responsibility.
Line Leader Team
Philips Semiconductors
06.2000 - 01.2010
Attend meetings and assist with determination of target requirements for the day
Manage production line
Analyze the machine capacity load needed to provide to all operators
Effectively and accurately communicate issues occurring to the supports like Engineers for dispositions of the affected device and instruct technician for certain conversion of machine load
Provides estimated targets frame and output and resolve issues
Ensuring that target will deliver to the warehouse on time and well package
Coordinate document control and maintain orderly for the schedule of those people on the team
Carefully assess and prepare the next shifts’ target to be process
Develop templates for reports, memos, to any reporting needed to all department heads
Coordinate or undertake tasks, prioritizing them in accordance with target needs and schedules
Providing project specific support, including scheduling and assisting with project controls
Communicate ideas for improving company process with positive and constructive attitude, and for developing this attitude in other
Manpower allocation and timekeeping.
Managed conflict resolution among team members, maintaining a cohesive work environment conducive to productivity.
Increased production efficiency by implementing lean manufacturing principles and streamlining processes.
Education
Bachelor of Science - Computer Science
Wesleyan University-Philippines
Philippines
03.2000
Business Administration And Leadership - Business Administration And Leadership
Alison College
Calgary, Alberta
06.2024
Skills
Customer Service
Goal-Oriented
Documentation And Reporting
Data Analytics
Account Management
Timeline
Account Manager/Office Administrator
Greatway Financial
09.2015 - 08.2023
Night Person Support
Four Points Hotel and Hampton Inn Hotel
09.2012 - 08.2015
Line Leader Team
Philips Semiconductors
06.2000 - 01.2010
Bachelor of Science - Computer Science
Wesleyan University-Philippines
Business Administration And Leadership - Business Administration And Leadership
Alison College
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