For communication is Slack or Zoom
JONALIZA PEDRO BOTANGEN
Teacher
LA TRINIDAD,Benguet
Summary
PROFESSIONAL SUMMARY
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities with good customer service ensuring deliverables are being meet and ability to handle projects to achieve company goals.
Overview
6
6
years of professional experience
2
2
Certificates
Work History
FINANCIAL ADVISOR
AIA PHILIPPINES (PHILAMLIFE)
11.2019 - 04.2024
- Providing mentorship and guidance to new or junior agents, helping them succeed in their careers.
- Leading a team of agents to meet collective sales goals, improving overall performance through training, motivation, and strategic planning.
- Successfully implementing or advocating for the use of technology (e.g., CRM portal- IPOS and Iserve tools , digital marketing, or mobile apps) to streamline operations, improve sales processes, and enhance customer experience.
VIRTUAL ASSISTANT
MyOutDesk LLC (MOD)
12.2021 - 07.2023
- Executive assistant working virtually in a franchise company of Smash my Trash-Mobile Compactor in South and North Carolina
- Team management and logistics
- Bookkeeping and project based tasks data entry to the Quickbooks Online
FRAUD INVESTIGATOR
Concentrix Baguio Philippines
05.2020 - 03.2021
- Perform objective, fair and timely investigations
- Examine fraudulent activities and process claims for clients
- Doing extra mile for clients and meet satisfaction and good relationship.
CUSTOMER SERVICE REPRESENTATIVE
CONCENTRIX (Convergys) Philippines
10.2018 - 05.2021
- Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
- Enhanced customer satisfaction by promptly addressing concerns to their financial accounts and providing high level verification of customer to prevent fraud.
YOUTH LEADER
- Coordinated volunteer opportunities for participating youths, fostering a sense of community involvement and responsibility.
- Assisted in designing youth programs to foster personal growth and leadership development.
Education
Bachelor of Secondary Education-TLE major -
Benguet State University
LA TRINIDAD, BENGUETSkills
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Certification
I hereby certify that the above information is true and correct to the best of my knowledge and belief.
Freelancing
VIRTUAL ASSISTANT, 12/01/21, 07/01/23, MyOutDesk LLC (MOD), Sacramento, Ca
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Achieved excellent team collaboration by introducing Monday.com for monitoring tasks and deliverables.
- Supervised team of 8 staff members.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- VA Forums and Facebook Groups
- LinkedIn Groups
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPaid time offStock Options / Equity / Profit SharingTeam Building / Company RetreatsHealthcare benefitsWork from home optionQuote
I believe you have to be willing to be misunderstood if you're going to innovate.
Jeff Bezos
Software
For project/ tasks is Mondaycom
For documents and file management is Microsoft Office Suite and Google Workspace
For CRM is HubSpot
For Accounting/Billing is QuickBooks online
Languages
English
Upper intermediate (B2)
FILIPINO
Bilingual or Proficient (C2)
Interests
Office administration and team collaboration, teaching and dealing with customer with satisfaction
Timeline
I hereby certify that the above information is true and correct to the best of my knowledge and belief.
10-2023
[Quickbooks Online] Training - [2023]
10-2023
VIRTUAL ASSISTANT
MyOutDesk LLC (MOD)
12.2021 - 07.2023
FRAUD INVESTIGATOR
Concentrix Baguio Philippines
05.2020 - 03.2021
FINANCIAL ADVISOR
AIA PHILIPPINES (PHILAMLIFE)
11.2019 - 04.2024
CUSTOMER SERVICE REPRESENTATIVE
CONCENTRIX (Convergys) Philippines
10.2018 - 05.2021
Bachelor of Secondary Education-TLE major -
Benguet State University
YOUTH LEADER
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