Transaction Coordinator, Finance Assistance

Verified

$8/hr

Message Bookmark

Outline

Looking for Full-Time work (8 hours/day) at $8/hour

High School Diploma

English proficiency Fluent

Professional Summary

Collects contracts and supporting documents
Reviews documents for completeness
Organizes transaction files
Maintains accurate records
Monitors important dates and contract deadlines
Tracks inspections, appraisals, financing, and closing requirements
Sends reminders to agents and other parties
Communicates with buyers, sellers, agents, lenders, escrow/title companies, inspectors, and other stakeholders
Follows up on missing documents or outstanding requirements
Provides transaction status updates
Tracks the transaction from contract to closing
Updates CRM or transaction-management systems
Identifies potential delays or missing requirements
Escalates issues when necessary

Skills & Experience

Skills

Communication Skills 5-10 Years

Experience highlights

Sr. Fraud and Claims Specialist

Wells Fargo · October/2024 – Present

• Manage end-to-end case coordination workflows, maintaining accurate records, ownership, status updates, and next actions for active cases.
• Deliver structured daily briefings to team leads summarizing overdue items, at-risk cases, and escalation needs, demonstrating strong performance communication and follow-through.
• Handle high-volume customer communication by phone and written correspondence while maintaining professionalism, empathy, and clear issue resolution.
• Identify process ineffi

Fraud And Dispute Specialist

Capital One Philippines · February/2022 – Present

• Reviewed and cross-checked case records against source documentation to ensure data integrity and a clear, accurate audit trail across all interactions.
• Managed a high-volume case communications queue, resolving issues and escalating complex cases with clear, organized follow-up tracking.
• Coordinated between departments to gather and validate documentation, ensuring nothing was missing before a case moved forward.
• Contributed to process improvement initiatives by identifying recurring do

Client Coordinator and Outreach Specialist

Dream Digital Marketing Agency · November/2019 – Present

• Maintained organized trackers across multiple client accounts to monitor activity, flag gaps, and manage follow-up timelines.
• Prepared and delivered weekly performance and activity reports, translating raw data into clear, structured summaries.
• Assisted in preparing client-facing materials, ensuring accuracy and consistency across all outputs.
• Served as the primary point of contact between internal teams and external clients, managing communications professionally and proactively.

Sales Development Representative

Supportware Philippines · December/2018 – Present

• Conducted warm lead follow-up and reactivation calls, consistently generating 8+ qualified appointments per month.
• Maintained detailed, accurate call logs and pipeline activity records to support team reporting.
• Managed multi-line telephone outreach handling 50-100 calls daily with strong professionalism under volume.
• Balanced scheduling across multiple accounts, maintaining accurate calendars and avoiding conflicts or missed follow-ups.

Customer Solutions Officer

Citigroup Business Process Solutions · February/2015 – Present

• Handled high-volume inbound client calls, resolving inquiries and escalating complex cases within defined SLA frameworks.
• Maintained accurate records of all client interactions and outcomes to support reporting and quality assurance reviews.
• Consistently exceeded customer satisfaction targets through strong communication, empathy, and problem-solving.

Contact Details Are Private

Create a free employer account to post a job and review applicants. Upgrade to message talent or view contact details.

Create Free Account

Create a free account

Create a free employer account to post a job and review applicants.

Create Free Account

Already have an account? Log In