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About

Virtual Assistance

Administrative Assistance

Customer Service

Quality Assurance

🇬🇧 English (Conversational)

🇵🇭 Tagalog (Fluent)

With extensive experience in administration and client services, I possess strong skills in document management, client liaison, and office operations. I'm adept at managing invoicing, payment collection, and tax document handling using platforms like Xero...

Employment

Factor1 - Strategic partner leveraging Work for Impact global virtual assistant talent

Administrator

Factor1 Accountants & Advisers
Mar 2024 - (Present) (1 year and 9 months)

Collation of completed jobs, invoice preparation and payment collection, management of signed tax documents via DocuSign and Annature, job setups in Xero Practice Management (XPM), lodgments with the Australian Taxation Office (ATO), multiple email inbox...

Trident Financial Group

Client Services Coordinator

Trident Financial Group
Apr 2023 - Feb 2024 (10 months)

Liaison with clients, team and tax department as required (ie. ATO, ASIC, SRO, etc.), ASIC and ATO lodgment, entity registration, deregistration together with other tax registrations, preparation and collation of documents, database management through the...

Citi
Citi

Quality Assurance Officer – US Retail Bank

May 2018 - Aug 2022 (4 years and 3 months)
Responsible for call/email quality monitoring review and reporting; complaints and fraud review; quality sessions and calibrations; training and development.

Billing Disputes Specialist - US Retail Bank

Sep 2016 - May 2018 (1 year and 8 months)

Performed complaints capture and disputes resolution via phone (inbound and outbound) and chat.

Customer Service Representative - US Retail Bank

Apr 2015 - Sep 2016 (1 year and 5 months)

Delivered customer satisfaction and problem resolution for existing and new-to-bank customers.

Quality Assurance Team Leader - CitiPhone Australia

Jul 2010 - Mar 2011 (8 months)

Performed checking functions and all other compliance and.or audit-related responsibilities. Performed relief functions in the absence of the Quality Assurance Manager.

Quality Assurance Team Leader - CitiPhone Australia

Jul 2010 - Mar 2011 (8 months)

Performed checking functions and all other compliance and.or audit-related responsibilities. Performed relief functions in the absence of the Quality Assurance Manager.

Quality Assurance Officer - CitiPhone Australia

Nov 2007 - Jul 2010 (2 years and 8 months)

Responsible for call/email quality monitoring review and reporting; complaints and fraud review; quality sessions and calibrations; training and development.

Customer Solutions Officer - CitiPhone Australia

Jan 2006 - Nov 2007 (1 year and 10 months)

Prepared sales and attendance reports and coordinated with Sales Management Team for anysales-related concerns and disputes. Co-facilitated new products and/or refresher training in Blended Telesales Unit. Assisted the Team Leader in maintaining the...

Teletech

Customer Service Representative - Telstra Residential Billing

Teletech
Dec 2013 - Mar 2015 (1 year and 3 months)

Handled billing queries, complaints, disputes and requests from customers by providing detailedproduct information; documented complaints cases and provided all possible options in order forthe customer to have the product that suits their needs.

Education

Technological Institute of The Philippines

Technological Institute of The Philippines

Bachelor of Science in Accountancy
Nov 2021