JONALIZA BOTANGEN

• Streamlined office operations by implementing efficient administrative procedures for the franchised company.
• Handle social media managment and ensure that in the Ralio all the platforms are updated.
• Handled CRM management using HubSpot, tracked sales via Vonigo, and monitored and helped prepare financial
transactions with QuickBooks Online.
• Managed schedules, coordinated meetings, and provided logistical support to enhance team productivity.
• Translated client and team workflows into tech platforms, ensuring seamless adoption and execution.
• Assist in meetings and communications and connect with the team for Calendar and Schedules are properly managed.

•Built long-term client relationships through active listening and problem-solving.
• Identified risks and recommended appropriate insurance solutions.
• Conducted financial literacy programs and seminars to expand sales pipelines.
• Promoted financial wellness and protection awareness within communities.

• Supported clients impacted by fraud by resolving disputes and ensuring compliance with regulations.
• Conducted thorough background checks and managed multi-line phone systems.
• Led team training on fraud prevention processes, ensuring compliance and
efficiency.

• Provided excellent customer service by resolving financial account concerns.
• Performed thorough identity verification to prevent fraud.
• Handled escalations with empathy and professionalism, improving customer retention.
• Consistently achieved high performance in quality assurance metrics

•Lead management in CRM and assist with paperwork, track

deadlines, and help manage the closing process for
property transactions through email.

• Listing Coordination though MLS and Zillow.
• Supported bookkeeping tasks and invoice processing.
• Organize documents, emails, and tasks in one system using

the GoHighLevel.