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Julie Ann M.

Customer Support | Administrative & Operations Support

Verified
$5/hr

Outline

Looking for Full-Time work (8 hours/day) at $5/hour

Bachelor's Degree

English proficiency Conversational

Professional Summary

I'm a Customer Service and Operations professional with 10+ years of experience in client coordination, loan processing, documentation, and records management within the financial services industry.

I support businesses with customer inquiries, email and calendar management, data entry, document review, file organization, CRM updates, and workflow coordination. My financial services background trained me to work accurately, meet deadlines, and protect confidential information — all while keeping client communication clear and professional.

I'm proficient in Google Workspace and Microsoft 365, with hands-on training in Asana and Microsoft Teams for work management and remote collaboration. I'm organized, detail-oriented, and comfortable managing multiple priorities while keeping tasks properly tracked.

Skills & Experience

Skills

Customer service 10+ Years
Administrative Support 10+ Years
Google ( Docs, Sheet, Slides, Forms, Meet), Microsoft Office (Word, Excel, Presentation), Canva, Capcut 2-5 Years
Loan Processing & Documentation 5-10 Years
Calendar /Scheduling, communication skills, email handling, attention to detail 1-2 Years
Office and Administration > Operation Management 2-5 Years
Microsoft - Excel, Word, Power Point 2-5 Years
Project Management : Project Coordination & Workflow Management 1-2 Years

Experience highlights

Branch Manager
Global Dominion Financing Inc. · March/2024 – Present
Led end-to-end operations for a financing branch, managing client relationships, credit compliance, and a team of 6. Grew branch portfolio and income by 20% through relationship management and cross-selling, hit 100% of client renewal targets, and maintained 100% KPI compliance with zero major audit findings.
Loan Processor
Global Dominion Financing Inc. · July/2015 – Present
Reviewed, verified, and processed loan applications with complete, compliant documentation, achieving a 100% conversion rate from production to booked accounts. Resolved customer inquiries with a 100% response rate, and maintained digital filing systems with 100% coverage and zero unfiled accounts.
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