I am a Senior Paraplanner and Financial Services Professional with nearly 7 years of experience in financial documentation, compliance support, client coordination, and business operations.

For more than 5 years, I worked closely with Australian financial advisers preparing and reviewing Statements of Advice (SOAs), Records of Advice (ROAs), financial modelling documents, and other compliance-related requirements. My experience includes quality assurance, workflow coordination, mentoring junior tea-----------mbers, and maintaining professional communication with advisers and internal teams.

Prior to working in financial services, I also gained experience in logistics and operations support, handling customer coordination, reporting, inventory monitoring, and process documentation.

While I am currently transitioning into remote and freelance opportunities, many of my previous responsibilities already involved the core skills required in remote support roles, including:

• Administrative Support
• Client Communication and Coordination
• Documentation and Reporting
• Data Management and Research
• Compliance Support
• Workflow and Process Coordination
• Team Support and Mentorship
• Email and Task Management
• Microsoft Office and Google Workspace Tasks

I am highly organized, detail-oriented, reliable, and capable of working independently in fast-paced environments. I value professionalism, accuracy, and clear communication in every task I handle.

Tools and Systems:
• XPLAN (WealthSolver, Risk Researcher, XTools+)
• SAP System
• Microsoft Office Suite
• Google Workspace

Achievements:
• Paraplanner of the Year 2023
• Rising Star Award 2022

I am currently looking for remote opportunities where I can apply my professional experience while continuing to grow in the remote work and freelance industry.

Passionate and adaptable professional with proven experience in handling customer concerns and building positive relationships. Eager to continue learning, grow professionally, and contribute to a productive team environment.

Experienced in property management, healthcare, relocation, travel, cargo services and hospitality, I offer a strong foundation in customer support, coordination, and operations, with a focus on delivering reliable and efficient service.

Assists the department head in carrying out digital marketing companies and works closely with the marketing head for digital
promotions and others. Provided both customer and technical support Telco account. Home-based cold calling to upsell solar
products and technical support plus sales

Passionate and hardworking, always eager to learn and grow. I love taking on new challenges and giving my best in everything I do, while staying positive and motivated.

I am a reliable and detail-oriented Virtual Assistant with strong experience in customer service, administrative support, and client coordination. I have worked in real estate, local government, and customer service roles, which helped me develop excellent communication, organization, and problem-solving skills.

I am skilled in handling emails, managing schedules, preparing documents, data entry, and assisting clients with daily operations. I am committed to delivering high-quality work, meeting deadlines, and supporting business growth. I am eager to learn new tools and continuously improve my skills.

Insurance Professional: 7yrs in Claims Insurance Processing and Documentation; 1yr Licensed Financial Consultant. Experienced in Client Support and Orientation Facilitation.

I'm a financial services BPO professional with 5+ years of experience across collections, accounts receivable analysis, credit bureau operations, and client services and I'm looking for a long-term remote role where I can bring that expertise directly to your team.

Here's what I bring to the table:

- End-to-end AR collections: I've managed portfolios of 300+ accounts, monitored aging reports, conducted inbound/outbound follow-ups, and consistently achieved 95% month-end AR reduction.

- Payment negotiation & dispute resolution: I negotiate payment arrangements, investigate billing discrepancies, and coordinate with internal teams to resolve account issues accurately and efficiently.

- Credit bureau expertise: As a former CSR in Sitel, I handled consumer credit disputes, fraud alerts, identity theft cases, and FCRA-compliant workflows, giving me a strong edge in credit repair VA support.

- PCI-compliant processing: Zero data breach incidents across all payment-handling roles.

- Quality & accuracy: Recognized for the highest QA score across all contact center sites in Sitel, 90%+ CSAT, and consistent monthly performance incentives.

I work well independently, follow SOPs with discipline, and communicate clearly whether I'm on a collections call, managing an AR aging report, or processing dispute documentation.

If you need someone who already knows the workflows, not just someone willing to learn them- let's talk..

I am open to part------------time work-from-home opportunities where I can leverage my expertise to drive results and contribute to the success of the team and organization.

Currently, I serve as a Freelance Introducing Broker for FXCM, with hands-on experience in day trading across forex, indices, and stocks. My trading approach combines fundamental analysis, technical analysis, and disciplined risk management, allowing me to make informed decisions in fast-moving markets.

In addition, I bring a strong professional foundation from my background in the BPO industry, where I developed solid skills in customer service, financial support, and client services. This blend of analytical trading knowledge and client-focused service experience enables me to adapt quickly, communicate effectively, and deliver value in diverse work environments.

Kindly refer to the links below to access my CV and LinkedIn profile:
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www.-----------/in/francisvillareal

A Magna Cum Laude graduate with a Bachelor of Science in Business Administration majoring in Financial Management from the University of Nueva Caceres. Knowledgeable in accounting processes and has a strong foundation in business and finance. I worked as a junior accountant, skilled in utilizing SAP Business One, and Completed the Professional Employment Program by LiveIt Global Services Management Institute - AYALA Company, gaining competence in Sales Delivery and Customer Service.

Property Management Assistant (Real Estate)

Property Management Company | February 2025 – Present

Manage tenant communications and respond to maintenance requests and inquiries.
Coordinate with vendors, contractors, and maintenance teams to ensure timely resolution of property issues.
Assist with lease administration, tenant documentation, and property records management.
Monitor work orders, follow up on pending tasks, and maintain accurate property management databases.
Support daily property operations and help ensure tenant satisfaction through efficient service.
Executive Assistant

Juiced Media Company | 2024 – 2025

Assisted management with administrative tasks and daily operations.
Maintained and updated sales and client data in Excel spreadsheets.
Recorded and tracked information related to cold-calling campaigns and agent performance.
Generated reports and ensured data accuracy for management review.
Chat Support Sales Representative

VA House Davao | 2023 – 2024

Assisted customers through live chat regarding applications for government-supported tablets and phones.
Responded to customer inquiries and provided application guidance.
Maintained high customer satisfaction through prompt and professional communication.
Car Insurance Claims Specialist

Loss Express | 2021 – 2022

Verified insurance claim information received from lenders.
Processed claim-related documentation and ensured accuracy of records.
Assisted customers with claim inquiries and status updates.
Travel, Hotel Booking & Car Rental Specialist

Teleperformance | 2021

Assisted customers with hotel reservations, travel arrangements, and car rentals.
Handled booking modifications, cancellations, and customer concerns.
Delivered excellent customer service while resolving travel-related issues.
Healthcare Claims Specialist

TTEC (formerly TeleTech) | 2018 – 2021

Assisted members with health insurance benefits and coverage inquiries.
Processed healthcare-related claims information.
Explained policy details and helped resolve member concerns.
Customer Service Representative

Ubiquity | 2016 – 2018

Assisted customers with prepaid credit card account inquiries.
Resolved account issues and provided product information.
Maintained high-quality customer service standards through phone support.

A dedicated and service-oriented public servant with over three years of experience working as a Contract of Service employee in a Local Government Unit (LGU), currently serving as a Barangay Sangguniang Kabataan (SK) Chairperson. Demonstrates strong leadership, community engagement, and administrative skills through active involvement in youth development programs, public service initiatives, and local governance.

Experienced in coordinating projects, managing documentation, and collaborating with diverse stakeholders to deliver effective community-based solutions. Known for being adaptable, organized, and committed to excellence in public service. Seeking opportunities to apply my skills in administration, communication, and project coordination in a dynamic and growth-oriented environment.

Results-driven professional with over 12 years of experience in the BPO and client services industry, specializing in customer support, billing, account management, and business development. Proven track record as a top performer and Subject Matter Expert, known for handling complex concerns with empathy and efficiency. Experienced as an Account Executive, Solutions Specialist, and Cold Caller, managing client relationships, driving engagement, and supporting business growth. Also handled online gaming communities, coordinating with leaders, managing activities, and overseeing account-related processes while reporting directly to the CEO.

I am a dedicated healthcare professional with 6 years of experience in the healthcare industry, specializing in provider services and medical billing support.

I worked for 2 years as a Provider Services Representative, assisting healthcare providers with claims inquiries, eligibility verification, benefits interpretation, and policy clarification. Prior to that, I spent 4 years as a Spanish Bilingual Patient Representative in Medical Billing, supporting patients with billing concerns, insurance verification, payment arrangements, and claims resolution.

I am fluent in English and Spanish, allowing me to effectively communicate with diverse patients and providers. I am detail-oriented, organized, and experienced in handling high call volumes while maintaining accuracy and professionalism.

I am currently seeking a remote opportunity in:
• Medical Billing
• Provider Services
• Healthcare Virtual Assistance
• Patient Support
• Insurance Verification
• Healthcare Customer Service

I am reliable, quick to learn, and committed to delivering high-quality service. I am ready to contribute to your team immediately.