Delfin B.
8+ Years Customer Service PRO | A+ Loans Specialist | Healthcare AR
𝑨𝒓𝒆 𝒚𝒐𝒖 𝒕𝒊𝒓𝒆𝒅 𝒐𝒇…? ⚠️ Overwhelming Administrative Tasks? ⚠️ Overload Emails and Delayed Replies? ⚠️ Lack of Time as Your Business Grows?? 𝑾𝑶𝑹𝑹𝒀 𝑵𝑶 𝑴𝑶𝑹𝑬 - 𝑯𝑬𝑹𝑬'𝑺 𝑯𝑶𝑾 𝑰 𝑪𝑨𝑵 𝑯𝑬𝑳𝑷 (wink) 𝑰'𝑴 𝒀𝑶𝑼𝑹 𝑮𝑼𝒀, 𝒀𝑶𝑼𝑹 𝑺𝑬𝑪𝑹𝑬𝑻 𝑾𝑬𝑨𝑷𝑶𝑵! 𝑯𝒊𝒈𝒉-𝑺𝒑𝒆𝒆𝒅 𝑭𝒊𝒃𝒆𝒓 𝑰𝒏𝒕𝒆𝒓𝒏𝒆𝒕 𝒘𝒊𝒕𝒉 𝑹𝒆𝒍𝒊𝒂𝒃𝒍𝒆 𝑬𝒍𝒆𝒄𝒕𝒓𝒊𝒄𝒊𝒕𝒚 𝒂𝒏𝒅 𝒂 𝑫𝒆𝒅𝒊𝒄𝒂𝒕𝒆𝒅 𝑾𝑭𝑴 𝑺𝒆𝒕𝒖𝒑 With 𝒐𝒗𝒆𝒓 8+ 𝒚𝒆𝒂𝒓𝒔 𝒐𝒇 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 𝒂𝒔 𝒂𝒏 𝒂𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒊𝒗𝒆 𝒂𝒏𝒅 𝒄𝒖𝒔𝒕𝒐𝒎𝒆𝒓 𝒔𝒆𝒓𝒗𝒊𝒄𝒆 𝒔𝒖𝒑𝒑𝒐𝒓𝒕, I specialize in building customer connections, inbound/outbound calls, account management, email management, and data entry. 𝑭𝒓𝒐𝒎 𝒎𝒂𝒏𝒂𝒈𝒊𝒏𝒈 𝒅𝒂𝒊𝒍𝒚 𝒂𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒊𝒗𝒆 𝒕𝒂𝒔𝒌𝒔 𝒕𝒐 𝒉𝒆𝒍𝒑𝒊𝒏𝒈 𝒆𝒗𝒆𝒓𝒚 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒐𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔, I'll help you stay organized, efficient, and focused on what matters most. 𝑰’𝒎 𝒅𝒆𝒕𝒂𝒊𝒍-𝒐𝒓𝒊𝒆𝒏𝒕𝒆𝒅, 𝒐𝒓𝒈𝒂𝒏𝒊𝒛𝒆𝒅, 𝒆𝒇𝒇𝒊𝒄𝒊𝒆𝒏𝒕, 𝒂𝒏𝒅 𝒂 𝒇𝒂𝒔𝒕 𝒍𝒆𝒂𝒓𝒏𝒆𝒓. 🤝 Reliable Virtual Support You Can Count On 💎 𝑬𝑴𝑨𝑰𝑳 𝑴𝑨𝑵𝑨𝑮𝑬𝑴𝑬𝑵𝑻 ♦ Handles customer inquiries through email and provide clear, professional responses. ♦ Organize and prioritize urgent requests to ensure timely resolution. ♦ Document customer concerns and follow up if it's necessary. ♦ Maintain professional communication while following company standardize process. 💎 𝑫𝑨𝑻𝑨 𝑬𝑵𝑻𝑹𝒀 & 𝑫𝑶𝑪𝑼𝑴𝑬𝑵𝑻𝑨𝑻𝑰𝑶𝑵 ♦ Enter, update, and maintain accurate customer information and records. ♦ Document customer interactions, account updates, and account resolutions. ♦ Review information for accuracy to avoid conflicts/errors may affect to client's journey. ♦ Maintain organized records while ensuring data confidentiality. 💎 𝑪𝑼𝑺𝑻𝑶𝑴𝑬𝑹 𝑨𝑪𝑪𝑶𝑼𝑵𝑻 𝑴𝑨𝑵𝑨𝑮𝑬𝑴𝑬𝑵𝑻 ♦ Assist customers with account-related inquiries and concerns. ♦ Handle billing, payment, and service-related issues. ♦ Review account information and document updates accordingly. ♦ Take ownership of customer concerns and provide effective resolutions. 💎 𝑳𝑬𝑵𝑫𝑰𝑵𝑮 𝑶𝑷𝑬𝑹𝑨𝑻𝑰𝑶𝑵𝑺 & 𝑳𝑶𝑨𝑵 𝑷𝑹𝑶𝑪𝑬𝑺𝑺𝑰𝑵𝑮 ♦ Assist clients throughout the loan application process. ♦ Handle loan-related inquiries and provide application support. ♦ Review bank statements and other financial documents for completeness and accuracy. ♦ Send funds to approved clients ♦ Follow standardize procedures and company policies. 💎 𝑨𝑪𝑪𝑶𝑼𝑵𝑻𝑺 𝑹𝑬𝑪𝑬𝑰𝑽𝑨𝑩𝑳𝑬 & 𝑷𝑨𝒀𝑴𝑬𝑵𝑻 𝑺𝑼𝑷𝑷𝑶𝑹𝑻 ♦ Assist with billing inquiries, payment concerns, and account discrepancies. ♦ Respond to customer questions regarding outstanding balances and payments. ♦ Maintain accurate account documentation and payment records. ♦ Coordinate with the right departments to resolve payment-related concerns. 💎 𝑰𝑵𝑩𝑶𝑼𝑵𝑫 & 𝑶𝑼𝑻𝑩𝑶𝑼𝑵𝑫 𝑪𝑼𝑺𝑻𝑶𝑴𝑬𝑹 𝑺𝑼𝑷𝑷𝑶𝑹𝑻 ♦ Handle inbound customer calls and respond to account-related inquiries. ♦ Make outbound calls for customer follow-ups and service-related concerns. ♦ Provide customer support through phone, email, and SMS. ♦ Document customer interactions and work toward effective issue resolution. 💎 𝙀𝙎𝘾𝘼𝙇𝘼𝙏𝙄𝙊𝙉 𝙈𝘼𝙉𝘼𝙂𝙀𝙈𝙀𝙉𝙏 ♦ Handle complex customer concerns requiring additional investigation. ♦ Coordinate with the right department to resolve escalated concerns. ♦ Building genuine connection while Communicating professionally with the client ♦ Provide clear updates to customers. ♦ Take ownership of the issues from initial contact through resolution. 💎 𝙏𝙀𝘼𝙈 𝙇𝙀𝘼𝘿𝙀𝙍𝙎𝙃𝙄𝙋 & 𝙊𝙋𝙀𝙍𝘼𝙏𝙄𝙊𝙉𝙎 𝙎𝙐𝙋𝙋𝙊𝙍𝙏 ♦ Support daily customer service operations and maintain service standards. ♦ Assist team members with product knowledge and process updates. ♦ Monitor quality, productivity, and compliance with company procedures. ♦ Collaborate with leadership and internal teams to improve workflow efficiency. Tools & Systems: ♦ SLOAN ♦ Zendesk ♦ Mondaycom ♦ ClickUp ♦ Discord ♦ Heymarket ♦ Google Workspace ♦ Citrix ♦ RingCentral ♦ Cisco Web Dialer ♦ Avaya CMS Your 𝑪𝑼𝑺𝑻𝑶𝑴𝑬𝑹𝑺 deserve 𝑩𝑬𝑻𝑻𝑬𝑹 support. Let's 𝑴𝑨𝑲𝑬 𝑰𝑻 𝑯𝑨𝑷𝑷𝑬𝑵? (wink) ✅ Send me a personalized Upwork message ✅ Click the green schedule meeting button ✅ Choose one for 30 minutes and I'll confirm a time slot
Earnings and projects
Last 6 months ÷ 6
Billed in all: $6,673$6.7k