Rosemarie Robillos
Virtual Assistant/Financial Consultant/Entrepreneur
Tarlac City
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. All the experiences and skills I have gained from my past jobs will be of good use to any career I choose to pursue. I am hardworking and passionate at learning new things everyday. Ready to help team achieve company goals.
Overview
14
14
years of professional experience
2
2
Certifications
Work History
Freelance Work
Keller Williams Realty Cary/Fusion Realty Jason Rummel
08.2021 - 07.2023
- Performing duties as per request by the Real Estate Broker In Charge
- Managed electronic and paper filing systems by updating paperwork, maintaining documents, and accurately recording information.
- Developed complex reports in Excel for cost reporting.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Conferred with customers by telephone, chat or email to provide information.
- Uploaded files for team use on Google Workspace and WhatsApp.
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Wrote press releases and posted updates to social media.
- Set up virtual Zoom meetings, invited guests and disseminated agendas.
- Kept extensive contact list updated with new contacts and changes to existing contacts.
- Managed CRM input, exports and clean up.
- Ordered gifts for clients for holidays and in recognition of special accomplishments.
- Completed business correspondence, transcription, and data entry.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Assisted coworkers and staff members with special tasks on daily basis.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
- Volunteered to help with special projects of varying degrees of complexity.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Managed filing system, entered data and completed other clerical tasks.
- Performed research to collect and record industry data.
Financial Consultant/Certified Investment Adviser
Prulife UK
10.2022 - 11.2022
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Informed clients of strategies for reducing debt and maximizing savings.
- Researched and evaluated potential investment products for clients.
- Assisted clients with budgeting and cash flow management.
- Advised clients on investments, retirement and estate planning.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Studied financial documents to identify potential areas needing improvement.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Loan Processing Assistant
D2 Mortgage Office Support Services
02.2021 - 07.2021
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Communicated with customers daily to request information and complete paperwork.
- Handled any conditions sent from underwriting departments.
- Evaluated approvals against established bank and government lending standards.
- Assembled important paperwork and disclosures for borrower.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Worked with customers via internet/email to answer questions, process transactions, and resolve issues.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Technical Support Representative
TaskUs Clark
10.2020 - 02.2021
- Translated complex technical issues into digestible language for non-technical users.
- Used ticketing systems to manage and process support actions and requests.
- Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
- Assisted customers in identifying issues and explained solutions to restore service and functionality.
- Managed high levels of call flow and responded to Netflix users technical support needs.
- Collaborated with supervisors to escalate and address customer inquiries or technical issues.
Dessert Maker
Japas Macau
09.2019 - 12.2019
- Cleaned and maintained kitchen equipment and oven.
- Replenished and rotated food items, following correct food cooling and storage procedures.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Monitored temperatures of ovens, proof boxes and other equipment.
- Cut and shaped dough for pies, rolls and other pastries.
- Prepared frostings and other toppings for cakes and pastries.
- Prepared dough for variety of pastries, cakes and breads.
- Determined quantity of product to prepare for next day operation by maintaining detailed production schedule.
- Baked consistent quality items by accurately mixing, dividing, shaping, and proofing.
- Followed food safety standards when handling ingredients.
- Decorated cakes, cupcakes and other pastries according to customer requests.
- Prepared all pastry items in accordance with standards of quality, quantity control, taste, and presentation.
- Mixed icing and other toppings by reading recipes, scaling, and measuring ingredients and operating mixer.
- Operated ovens and bakery equipment to prepare products according to recipes.
- Packaged finished products for sale.
Nanny/Early Childhood Tutor
08.2018 - 07.2018
- Organized and cleaned home after activities by picking up toys and straightening up play room.
- Assisted children with homework assignments and special projects across different subjects.
- Organized extracurricular schedules for sports and classes and provided safe transportation to different events.
- Supported children in play activities, meals, and snacks, hygiene and socialization.
- Built positive and nurturing environments to support child social and emotional growth.
- Played games, worked on puzzles, and read books to young children.
- Established lasting, professional connections with families and children by encouraging open communication and delivering positive feedback.
- Monitored schedules to maintain sleeping, eating, and school schedules for children.
- Engaged with children on age-appropriate level.
- Bathed, dressed, and helped with teeth brushing as part of bedtime preparation.
- Assisted with light housekeeping duties as well as running errands.
- Balanced playtime and limited screen time to support development of fine motor, gross motor, and cognitive skills.
- Administered basic first-aid and medication in emergency situations.
- Prepared meals and snacks for children based on dietary guidelines.
- Developed and implemented behavior management strategies to minimize indiscipline and guide children in attaining positive behavior.
- Taught children basic life skills, manners and personal hygiene.
- Regularly traveled with family to help with vacation activities and childcare.
- Developed games and activities using arts and crafts to support learning and verbal skills.
- Identified warning signs of emotional and developmental problems in children.
- Supervised children engaged in physical activity, learning and social skills with peers.
- Engaged with children on individual basis to build positive relationships.
- Established and maintained safe play environment for children.
- Coordinated playdates and outings to meet children's physical and social needs.
- Transported children to and from school, medical appointments and extra-curricular activities.
- Provided developmentally appropriate activities for children.
- Promoted language development skills through reading and storytelling.
- Monitored children's play activities to verify safety.
- Worked with parents to develop and implement discipline programs to promote positive behavior.
- Supervised children on playground to help develop physical and social skills.
- Encouraged children to be understanding and patient with others.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Created tailored lesson plans and study guides to teach and assist students in area of study.
- Conducted group tutoring sessions to help students engage active learning and critical thinking skills.
- Collaborated with parents to develop appropriate tutoring lessons.
Freelance Recruitment Agent
Andrea-Marie Manpower Services
01.2016 - 07.2018
- Help assist the agencies applicants for Domestic Helpers to Fly overseas
- Assist and inform applicants of their appointments, documents, medicals or trainings and requirements they need to comply for a successful application.
- Answer applicants and the agency officers queries and request about applications.
- Reached out to qualified referral candidates to obtain applications.
- Operated and maintained applicant tracking and candidate management systems.
- Coordinated incoming job requisitions and applications.
- Instructed applicants on the process of their application before they fly overseas.
Customer Service Representative
Sutherland Global Services
10.2016 - 07.2017
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Provided primary customer support to internal and external customers.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Responded to customer requests for products, services, and company information.
- Updated account information to maintain customer records.
- Answered constant flow of customer calls with minimal wait times.
- Tracked customer service cases and updated service software with customer information.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Processed customer service orders promptly to increase customer satisfaction.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Handled customer inquiries and suggestions courteously and professionally.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Maintained up-to-date knowledge of product and service changes.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Met customer call guidelines for service levels, handle time and productivity.
- Delivered prompt service to prioritize customer needs.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
English Teaching
51Talk
09.2015 - 09.2016
- Educated students in basics of English grammar and conversational speaking.
- Gave one-on-one attention to each student while maintaining overall focus on entire group.
- Developed activities and integrated technology to diversify instruction.
- Increased ESL students' reading levels by integrating online word games and altering lesson plans for students needing extra guidance.
- Attended workshops to learn about student motivation and engaging learning activities.
- Adopted new technologies and online platforms to facilitate student learning.
- Conducted individualized tutoring sessions for students with additional learning needs.
- Promoted critical thinking to build subject engagement and interaction.
- Supported students holistically to achieve academic success.
- Coached students on English pronunciation and intonation for eloquent conversation.
- Facilitated small group and individual instruction to maximize student learning.
- Set assessments to measure student progress and identify growth opportunities.
- Created and delivered engaging lesson plans to accommodate different learning styles.
- Used positive reinforcement and provided clear feedback to help students succeed.
- Prepared students for tests by teaching relevant concepts and enforcing good test-taking skills.
- Reviewed course materials and student progress to identify strengths and weaknesses for future improvements.
- Conducted group lectures and small-group instruction to teach and reinforce concepts.
- Facilitated class discussion to help students work through questions and expand understanding.
- Encouraged students to deepen knowledge with additional learning opportunities.
- Managed several internet-based language programs.
- Demonstrated principles of subject material and advanced methods to students.
- Personalized instruction based on needs, interests and capabilities of individual students.
- Collaborated with other professionals to develop creative solutions to challenges faced by adult learners.
- Assigned lessons and corrected homework.
- Provided individual mentoring and special tutoring to struggling students.
- Assessed work of adult students to evaluate progress and identify areas for improvement.
- Balanced instruction, demonstration and personal work time for optimal student learning.
- Developed and maintained effective record keeping system for tracking learner attendance, participation and progress.
Human Resources (Compensation and Benefits)
RCS Trading Inc.
07.2015 - 12.2015
- Evaluated different providers offering range of services, coverages and plan options to pick optimal choice.
- Directed and controlled 401K, medical, dental, and vision benefit packages.
- Educated new hires about different benefit plans.
- Administered [Number] salary surveys to identify consistency with market standards.
- Kept programs in line with plan structure, company policy and legal requirements.
- Expedited benefit delivery by establishing working relationships with benefit providers.
- Assessed and evaluated jobs to determine appropriate salary ranges.
- Helped HR teams interpret compensation policies for developing staff benefits and salaries.
- Evaluated data, identified trends and recommended changes in compensation structures.
- Created rewards and recognition programs for acknowledging employees' achievements.
- Reduced benefits expenses by revamping company plans for dental, life and disability.
- Managed monthly, quarterly and annual payouts for merit rewards, sales commissions and bonus programs.
- Provided professional services and support in a dynamic work environment.
- Worked flexible hours across night, weekend and holiday shifts.
Part-time English as a Secondary Language Teacher
Man to Man Boarding School Inc.
08.2014 - 06.2015
- Increased ESL students' reading levels by integrating online word games and altering lesson plans for students needing extra guidance.
- Gave one-on-one attention to each student while maintaining overall focus on entire group.
- Educated students in basics of English grammar and conversational speaking.
- Attended workshops to learn about student motivation and engaging learning activities.
- Developed activities and integrated technology to diversify instruction.
- Developed and taught ESL curriculum to improve students' conversational abilities.
- Modified curriculum plans with colleagues to meet changing student needs.
- Adopted new technologies and online platforms to facilitate student learning.
- Coached students on English pronunciation and intonation for eloquent conversation.
- Created and delivered engaging lesson plans to accommodate different learning styles.
- Conducted individualized tutoring sessions for students with additional learning needs.
- Set assessments to measure student progress and identify growth opportunities.
- Facilitated small group and individual instruction to maximize student learning.
- Supported students holistically to achieve academic success.
- Promoted critical thinking to build subject engagement and interaction.
- Used positive reinforcement and provided clear feedback to help students succeed.
- Facilitated class discussion to help students work through questions and expand understanding.
- Assigned lessons and corrected homework.
- Personalized instruction based on needs, interests and capabilities of individual students.
- Developed and maintained effective record keeping system for tracking learner attendance, participation and progress.
- Provided individual mentoring and special tutoring to struggling students.
- Encouraged students to deepen knowledge with additional learning opportunities.
- Balanced instruction, demonstration and personal work time for optimal student learning.
- Collaborated with other professionals to develop creative solutions to challenges faced by adult learners.
- Prepared students for tests by teaching relevant concepts and enforcing good test-taking skills.
- Reviewed course materials and student progress to identify strengths and weaknesses for future improvements.
Customer Support Representative
Sitel
- 07.2014
Customer Service Representative/ Technical Service Representative
Tarlac City
11.2012 - 02.2013
Customer Service Representative/ Technical Service Representative
Tarlac City
12.2009 - 07.2010
Education
Bachelor of Arts - Psychology
04.2001 -
Bachelor of Science - Psychology
04.2001 -
Skills
Self-Directed
Customer Service
Data Management
Problem Resolution
Dependable and Responsible
Self-Motivated
Fluent in English
Critical Thinking
Problem-Solving
Written Communication
Multitasking
Time Management
Recordkeeping
Customer Relations
Organization and Time Management
Research
Evaluation of the Extension Program of Tarlac College of Agriculture-Institute of Business Management to DSWD Lingap Center at San Juan de Mata, Tarlc City for the SY 2005-2010, Rosemarie Barrantes, Jenny Salvador, Maria Camille Santiago, 04/2013
Educational Attainment
Tarlac Agricultural University, Bachelor of Science in Psychology Major in Industrial Psychology, 11/2010, 04/2014, St. Joseph High School, 2007, San Jose West Central School, 2002
Student Assistanship
- TCA Office of the Student Services and Development, 2nd Semester SY 2013-2014
- Special Program of Employment for Students (SPES), TCA College Guidance and Testing Unit 1st Semester SY 2012-2013
- College Guidance Counseling and Testing Unit, 1st Semester SY 2012-2013
Volunteer Works
- Assistant Campaign Manager, Dennis Barrantes candidate for Mayor in Santa Ignacia, Tarlac, 03/2016, 05/2016
- Legal Team Assistant, Dennis Barrantes candidate for Mayor in Santa Ignacia, Tarlac, 05/2016
- Assistant Coordinator, LINGAP CENTER, San Juan de Mata, Tarlac, 2011
- Pulse Survey, Enumerator, NESDEF- Violago Scholarship Activity in San Jose City, Nueva Ecija, 2009
- Demographic Survey, Enumerator, Office of the City Mayor of San Jose City, Nueva Ecija, 2007
Membership And Affiliations
- Red Cross Youth Council, TCA Chapter, Vice President, SY 2013-2014
- Psychological Association of the Philippines Junior Affiliates, Member, SY 2013-2014
- Psychology Club, TCA Chapter, Member, SY 2010-2014
Personal Information
- Age: 34
- Date of Birth: 11/02/89
- Marital Status: Married
Training
Tarlac College of Agriculture, Office of the Student Services and Development and Institute of Business Management Guidance Office, 01/09/14, 03/14/14
Disclaimer
I hereby authorize that all said above are all true and correct.
Certification
Financial Consultant
Timeline
Investment Advisor
11-2022
Financial Consultant/Certified Investment Adviser - Prulife UK
10.2022 - 11.2022
Financial Consultant
10-2022
Freelance Work - Keller Williams Realty Cary/Fusion Realty Jason Rummel
08.2021 - 07.2023
Loan Processing Assistant - D2 Mortgage Office Support Services
02.2021 - 07.2021
Technical Support Representative - TaskUs Clark
10.2020 - 02.2021
Dessert Maker - Japas Macau
09.2019 - 12.2019
Nanny/Early Childhood Tutor -
08.2018 - 07.2018
Customer Service Representative - Sutherland Global Services
10.2016 - 07.2017
Freelance Recruitment Agent - Andrea-Marie Manpower Services
01.2016 - 07.2018
English Teaching - 51Talk
09.2015 - 09.2016
Human Resources (Compensation and Benefits) - RCS Trading Inc.
07.2015 - 12.2015
Part-time English as a Secondary Language Teacher - Man to Man Boarding School Inc.
08.2014 - 06.2015
Customer Service Representative/ Technical Service Representative - Tarlac City
11.2012 - 02.2013
Customer Service Representative/ Technical Service Representative - Tarlac City
12.2009 - 07.2010
Central Luzon State University - Bachelor of Arts, Psychology
04.2001 -
Tarlac Agricultural University - Bachelor of Science, Psychology
04.2001 -
Customer Support Representative - Sitel
- 07.2014