THEOFELYN ILA ALVAREZ
Data Entry And Management / Administrative Assistance
Quezon City
Summary
Experienced virtual assistant proficient in administrative operations, data management, and process optimization. Skilled in executive support tasks, email correspondence, financial documentation, and workflow automation. Maintains confidentiality, organizes schedules, and streamlines processes to enhance efficiency. Resourceful and detail-oriented professional dedicated to delivering high-quality support in dynamic environments.
Overview
10
10
years of professional experience
Work History
Direct Bill Commission Specialist
GoVirtual Assistants Inc
10.2023 - 12.2024
- Provided administrative and financial support to a Senior Manager of Finance Operations, assisting with financial reconciliation, reporting, and process optimization. Managed correspondence, prepared documentation, and ensured accuracy in financial records to support operational efficiency.
- In charge of reconciliations of Personal and Commercial Lines Direct Bill commissions using Applied Epic and Comulate
- Monitors daily operating banking reports of wires and checks (lockbox) and other transactions like bank.transfers, Journals and other payment deposits.
- Handled disbursements of return commission checks to carriers.
- Coordinated and communicates with account managers to resolve problems between statements and policy setup in Epic and other commission and billing issues.
- Ensure revenue is recorded accurately by preparing month-end reconciliations to tie out revenue booked in Epic to funds received in the bank.
- Spearheaded the transition of manual reconciliations to an automated platform.
- Implemented process improvements to drive operational efficiency and increase accuracy.
- Designing presentations, workflows and process flowcharts.
- Effectively handled departmental responsibilities during periods of reduced staffing, ensuring seamless operations and task completion.
- Supervised and trained new hires.
- Email Management
- 2024 CEO Spotlight Awardee
Administrative Specialist
PATRA Philippines
03.2021 - 09.2023
- Provided administrative and analytical support to a Senior Financial Analyst, assisting with financial documentation, data reconciliation, and process improvement initiatives. Managed correspondence, prepared reports, and ensured accuracy in financial records.
- Responsible on Direct Bill Reconciliations of Personal Lines and Commercial Lines Commissions and some Benefits, including consolidating statements, month end report and other administrative tasks as requested by management.
- Review of Expense forms and Processing of Vouchers.
- Pulling and consolidating statements from insurance carriers for commission deposits.
- Implemented process improvements to drive operational efficiency and increase accuracy.
- Ensured accuracy in financial records by reconciling accounts and preparing detailed reports.
- Design presentations, workflows and process flowcharts.
Senior Process Associate
TATA Consultancy Services
07.2020 - 02.2021
- Handled inbound and outbound calls for a global healthcare company as an IT Service Desk representative, diagnosing and troubleshooting computer, system, and application issues.
- Provided support for hardware, network connections, software, basic configurations, and Microsoft Office to ensure seamless operations.
Senior Process Associate
TATA Consultancy Services
10.2019 - 06.2020
- Handled inbound and outbound calls for a global advertising company, ensuring the accuracy of clients' business details in their advertisements.
- Managed data entry and management, organization, and protection to support business promotion efforts.
- Fostered strong client relationships, providing guidance to enhance advertising strategies and increase online visibility.
- Collecting, organizing, and protecting client's data to help promote their business.
- Executed ad hoc tasks as directed by management to maintain operational efficiency.
- Increased customer satisfaction by promptly addressing concerns and providing effective solutions tailored to their needs.
- 2020 Top Agent for Inbound
Process Associate
TATA Consultancy Services
06.2015 - 09.2019
- Same as above including other tasks as requested by management.
- 2019 Top Agent for Inbound
Customer Service Associate
HIBU Philippines Private Ltd
10.2014 - 06.2015
- Worked on both inbound and outbound calls for an international directory/advertising company.
- Making sure the customers' business details are correct in their advert.
Skills
Administrative & Operational Support Data & Financial Management Process Improvement & Project Management Interpersonal & Leadership Skills Core Work Traits & Strengths
Technical & Software Proficiency
Certified Lean Six Sigma Yellow Belt
Applied Epic (Agency Management System)
Comulate (Accounting Automation)
CRM and QuickBooks Online
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Macros)
Power BI and Adobe Acrobat
Windows System Configuration
Logical Flowchart Design
Email and Telephone Communication Management
Professional Correspondence and Customer Engagement
Organizational Skills and Deadline Management
File Maintenance and Paperwork Processing
Decision-Making and Multitasking
Problem-Solving and Adaptability
Direct Bill Commission Reconciliation
Revenue Recognition and Month-End Reporting
Bank Transaction Monitoring and Expense Reimbursements
Data Entry, Consolidation, Validation, and Analysis
Account Reconciliation and Documentation
Records Management and Reporting
Workflow Design and Optimization
Continuous Improvement Initiatives
Process Mapping and Automation Implementation
Efficiency Enhancement and Task Prioritization
Employee Training and Leadership
Strong Written and Verbal Communication
Professional and Approachable Demeanor
Relationship Building and Client Engagement
Team Collaboration and Effective Communication
Critical Thinking and Analytical Abilities
Attention to Detail: Ensures precision and accuracy in all tasks
Proactivity: A self-motivated professional who anticipates needs and takes initiative
Problem-Solving: Thinks critically, adapts to challenges, and formulates solutions independently
Organizational Excellence: Manages multiple priorities and optimizes workflow
Resilience: Quickly learns from setbacks, remains adaptable, and maintains composure under pressure
Timeline
Direct Bill Commission Specialist - GoVirtual Assistants Inc
10.2023 - 12.2024
Administrative Specialist - PATRA Philippines
03.2021 - 09.2023
Senior Process Associate - TATA Consultancy Services
07.2020 - 02.2021
Senior Process Associate - TATA Consultancy Services
10.2019 - 06.2020
Process Associate - TATA Consultancy Services
06.2015 - 09.2019
Customer Service Associate - HIBU Philippines Private Ltd
10.2014 - 06.2015