BRYAN BENEDICTO ZAMORA

• Monitored emails, organized inbox, and prioritized messages for supervisor.
• Set up virtual Zoom meetings, invited guests and disseminated agendas.
• Elevated client experience by providing timely customer support via phone calls, emails, and live chat platforms.
• Conferred with customers by chat or email to provide information.
• Appointment Setting (Email & Social Media: Instagram)
• Tax Preparation & Assessment (J1, J2, H1B Refunds)
• Tools: Google Workspace, MS Office, ClickUp, Notion, GoHighLevel, Zapier, Stripe, OLT

• Handled SME, mortgage, and private client accounts, including new client onboarding, by reviewing documentation, verifying identities, and validating sources of funds.
• Conducted in-depth research and name screening to assess potential risks, ensuring full compliance with regulatory requirements.
• Performed risk assessments and assigned customer risk ratings, aligning evaluations with internal policies and industry standards.

• Senior Underwriter – Credit Cards & Personal Loans: Reviewed and analyzed applications, financial documents, and client data to assess risk and make accurate credit decisions. Delivered approvals or declines in line with risk management policies and lending criteria.
• Cross-Trained Underwriter: Underwrote loan applications across the UK, Australia, the Philippines, and UK mortgages, applying region-specific policies to ensure accurate risk assessment and sound lending decisions.

• Healthcare Insurance Review: Conducted thorough reviews of clients' healthcare insurance policies to ensure all customer details were accurate and up-to-date. Verified and updated information related to beneficiaries, dependents, and policy details to maintain compliance and accuracy.

Provided end-to-end support for Verizon customers, handling both sales and technical assistance to deliver effective solutions and enhance customer satisfaction.

Delivered customer service, sales, and technical support across multiple processes, including AT&T, AT&T U-verse, and Macy’s American Express, ensuring high-quality assistance and customer satisfaction.