Virtual Assistant, Client Support Specialist AssistantVirtual Assistant, Client Support Specialist Assistant
Rhona
ID Verified$1,400
per month
($8/hour)
Profile Description
Dedicated Customer Service and Operations Professional with 12+ years of BPO experience specializing in financial services, banking operations, insurance support, mortgage processing and real estate transactions, cold calling and B2B calls. Experienced in handling sensitive financial information,reviewing documents and providing excellent customer service.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Virtual Assistance & Admin
Work Experience
Insurance Operations Specialist
Coforge Philippines
Nov 2025 - Jul 2026
Job Responsibilities:
Support insurance operations related to mortgage and auto insurance accounts. B2B outbound calls based on leads provided.
Mortgage Processor/Transaction Coordinator
Compass Realty
Jun 2024 - Oct 2025
Job Responsibilities:
Supported residential mortgage loan processing from application through closing. Coordinated with loan officers, underwriters, title companies and insurance providers.
Customer Service Specialist/ Subject Metter Expert/ Team Leader
Ubiquity Careers Philippines
Dec 2022 - May 2024
Job Responsibilities:
Supported financial accounts, transactions,payments and customer escalations.