Bonevie A. Taboclaon

BONEVIE TABOCLAON Virtual Assistant PROFILE I provide exceptional appointment setting and administrative support, EDUCATION LOURDES COLLEGE Bachelor of Science in Nursing- ensuring your schedule stays organized and your day runs smoothly. With a focus on productivity and attention to detail, I LANGUAGE English. help you dedicate more time to growing your business. PROFESSIONAL SKILLS Set Appointment Email Management Calendar Management Data Entry Call Handling Data Management CERTIFICATIONS January 2025 - HIPAA Training August 2024 - Virtual Assistant Training February 2022 - Social Media Training May 2021 - Real Estate 101 WORK EXPERIENCE D.A. REAL ESTATE - CANADA BASED | VIRTUAL ASSISTANT July 2024 - November 2024 Scheduled and confirmed appointments to ensure efficient time management and coordination. Managed email communications by responding to inquiries and organizing correspondence. Maintained and updated calendars to streamline schedules and prioritize tasks effectively. Ensured CRMs were consistently updated with accurate and timely information. Provided comprehensive administrative support to enhance productivity and strengthen client relationships. Tools: Calendly, Google Calendar, Google Sheets, Slack CRM: Go-High Level, Zolo RCG MORTGAGE - HAUPPAAUGE, NEW YORK | VIRTUAL ASSISTANT & APPOINTMENT SETTER March 2023 - September 2024 Scheduled and confirmed appointments for real estate clients and mortgage applicants, ensuring efficient time management. Coordinated with agents and brokers to organize meetings, property viewings, and consultations. Maintained accurate records in CRM systems to track appointments and client interactions. Maintained accurate records in CRM systems to track appointments, client interactions, and follow-ups in the sales pipeline. Tools: Calendly, Google Calendar, Google Sheets, Vonage, Slack, Outlook. CRM: Go-High Level, NETSPEND - US-BASED | CUSTOMER SERVICE June 2022 - January 2023 Handled inbound and outbound calls, addressed customer inquiries, and resolved issues efficiently. Accurately documented call details and outcomes in the CRM system. Processed payments securely, and ensured transaction accuracy. Managed order processing, including verification and follow-up, to ensure timely delivery. Escalated complex issues to appropriate departments for resolution and provided troubleshooting support for technical issues. CENTRIX PROPERTY GROUP - US-BASED | VIRTUAL ASSISTANT & APPOINTMENT SETTER March, 2021 - April, 2022 Efficiently managed appointment scheduling for real estate and mortgage clients, ensuring smooth coordination between clients and agents. Responsible for updating and maintaining client information and appointment status in the CRM system. Conducted follow-up calls to confirm, reschedule, and track progress within the sales pipeline. Supported the team by prioritizing appointments and organizing calendars to ensure timely responses and effective lead management. Tools: Google Calendar, Google Sheets, Calendly, Slack, Propstream. CRM: Podio CASTLE PAY DAY - US-BASED | CUSTOMER SUPPORT April 2015 - February 2016 Managed incoming and outgoing calls, responded to customer inquiries, and resolved issues promptly. Assisted customers with billing inquiries, provided account balance updates, and helped with payment adjustments. Processed loan applications, set up payment plans, and coordinated collection payments efficiently. Verified account details and resolved discrepancies, ensuring accurate financial records.