IVAN REFAMONTE
CUSTOMER SUPPORT PROFESSIONAL
CONTACT
--linkedin.com/in/irefamonte
Marikina City, Philippines
SKILLS
PROFILE
More than 15 years of vast experience in Customer Service and Support with
recognized strengths in data entry, account maintenance, problem solving and
troubleshooting.
Excellent working knowledge using Microsoft Office and Google applications
Exceptionally well-organized with strong work ethics and willingness to work
hard to achieve employer objectives
Intrinsic creative talent and is able to handle multiple tasks assigned
Proficiency in the English language – oral and written
Detail-oriented
Great team player but can also handle individual assignments excellently
WORK EXPERIENCES
Customer Support
Data Entry
Customer Care Support
Problem-solving
Questo
Communication
EDUCATION
Computer Engineering
Polytechnic University of the Philippines-
Nov 2023 - present
Provide exceptional customer support via chat and email for users of our online
city exploration app
Assist customers in unlocking purchased games and quests promptly and
efficiently
Address inquiries and provide guidance regarding the games/quests, ensuring a
smooth user experience
Manage user accounts, including account setup, troubleshooting, and accountrelated inquiries
Process refund requests in accordance with company policies and procedures
Perform Facebook and Instagram content moderation, filtering comments to
maintain a positive and engaging community atmosphere
Loans Analyst
REFERENCES
Gerard Coronado
--
Pamela Kiarah Dy
--
Outsourced Experts
Dec 2023 - March 2024
Workshop deals to determine the most suitable products and/or financiers
Check CRM data entered by brokers and ensure they are accurate and updated
Complete missing CRM data from documents provided by clients when required
Check and verify documents received to ensure they are relevant to the
application and are of acceptable quality
Analyzing clients' personal and financial information to perform credit
assessment within the relevant financier's credit policy
Liaising with clients or brokers to obtain all relevant information when required
Setting conditions for the application based on own analysis for the Client
Service Manager to follow up and collect
Complete all relevant calculators required by the financier (UMI, Funds to
Complete, etc.)
Complete the Products tab in CRM and ensure all details are correct
Generate the Credit Proposal Document from CRM and send it to the clients to
sign
IVAN REFAMONTE
CUSTOMER SUPPORT PROFESSIONAL
CONTACT
--linkedin.com/in/irefamonte
Marikina City, Philippines
SKILLS
Settlements Officer
Outsourced Experts
Loans administration duties including but not limited to overseeing loan
document execution, loan document delivery to lender and loan document
certification for pending settlement.
Loan settlements attendance, data entry, CRM systems input and loading of
files.
Contacting customers and their solicitors to attend to settlements.
SharePoint data collection
Office management including effective task and diary management and follow
ups.
Customer Support
Team Lead
Data Entry
Bluestone Mortgages
Problem-solving
Communication
EDUCATION
Computer Engineering
Polytechnic University of the Philippines-
REFERENCES
Gerard Coronado
--
Pamela Kiarah Dy
--
Oct 2023 - Dec 2023
Sept 2021 - May 2023
Directly manage a group of Lending Officers/Mortgage Loan Processors within
the Manila operation.
Document and monitor process adherence and control management
Prepare daily, weekly and monthly reports for distribution to management
Ensure all Lending activities comply with company policies and procedures and
legal requirements.
Provide coaching and mentoring to Lending Officers/Mortgage Loan Processors
and provide feedback to team members in regular 1:1 meetings and reviews.
Provide escalation help for representatives including taking manager calls from
customers
Monitor employee attendance including receiving employee contact regarding
non or late attendance
Provide daily direction and communication to employees so that workload is
actioned in a timely, efficient and knowledgeable manner.
Provide continual evaluation of processes and procedures. Responsible for
suggesting methods to improve area operations, efficiency and service to both
internal and external customers.
Conduct call monitoring assessments for inclusion in scorecards and feedback
to individuals on a monthly basis.
Conduct monthly, quarterly and annual performance reviews with direct reports.
Provide statistical and performance feedback and coaching on a regular basis
to each team member.
Be available for employees that experience work and/or personal problems
providing appropriate coaching, counseling, direction and resolution.
Ensure employees have appropriate training and other resources to perform
their jobs.
Respond to and resolve employee relations issues expressed by team members;
create and maintain a high-quality work environment so team members are
motivated to perform at their highest level.
Address disciplinary and/or performance problems according to company
policy.
Assist the senior management team with the daily operation of the call center to
include the development, analysis and implementation of staffing, training,
telemarketing, scheduling, and reward/recognition programs. Work as a
member/leader of special or ongoing projects that are important to
area/process improvement.
Use appropriate judgment in upward communication regarding department,
system or employee concerns.
Performs other duties as assigned
IVAN REFAMONTE
CUSTOMER SUPPORT PROFESSIONAL
CONTACT
--linkedin.com/in/irefamonte
Marikina City, Philippines
SKILLS
Customer Support
Data Entry
Problem-solving
Loan Coordinator
Bluestone Mortgages
Sept 2020 - Sept 2021
Management of files from application received to unconditional approval
Support the Sales process through the provision of efficient service levels to
both internal and external stakeholders.
Accurate and efficient data entry of loan application and associated information
into the relevant data bases.
Pre-screen credit applications including verification of borrower’s employment,
income and credit history (analysing mortgage and other statements)
Follow up with introducers/brokers for outstanding items
Check conditions and make recommendations to Underwriters for
conditional/unconditional approval, ensuring files are policy and code complaint
Follow up valuers and confirm valuations meet Bluestone security requirements
Handle inquiries from Brokers & Sales team in a responsive manner
Maintain up-to-date database of all Introducers / Brokers with all relevant
information
Deliver the highest customer service and loyalty
Communication
Lending Support Officer
EDUCATION
Computer Engineering
Polytechnic University of the Philippines-
REFERENCES
Gerard Coronado
--
Pamela Kiarah Dy
--
Bluestone Mortgages
March 2019 - Sept 2020
Manage files from application received to unconditional approval
Support the sales process through the provision of efficient service levels to
both internal and external stakeholders.
Accurate and efficient data entry of loan application and associated information
into the relevant data bases.
Pre-screen credit applications including verification of borrower’s employment,
income and credit history (analyzing mortgage and other statements).
Order and verify all documents needed for the underwriting of the loan including
Income Verification Requirements, Credit Reports, Verification of Identity (VOI),
Valuation Report, etc. as needed.
Check conditions and make recommendations to Underwriters for
conditional/unconditional approval, ensuring files are policy and code
compliant.
Handle inquiries from introducers and internal teams in a responsive manner.
Work with other departments to ensure the application moves forward to
unconditional.
Monitor all incoming documents by verifying the data which was collected and
submitted by brokers
Ensure service level agreements are met with regards to initial review, post
conditional, pre-unconditional and other ad-hoc tasks such as mailbox
management and sending out approvals
Provide a high level of customer service to internal and external customers.
IVAN REFAMONTE
CUSTOMER SUPPORT PROFESSIONAL
CONTACT
--
OTHER WORK EXPERIENCES
Sales Consultant
KMC Solutions
November 2017 - January 2019
linkedin.com/in/irefamonte
Marikina City, Philippines
Career Consultant
July 2017 - October 2017
Emapta Versatile Services, Inc.
SKILLS
Key Accounts Specialist
Customer Support
Convergys Malaysia SDN. BHD. (Philippine Branch)
Data Entry
Problem-solving
February 2016 - March 2017
Escalations Support Specialist
Convergys Malaysia SDN. BHD. (Philippine Branch)
February 2015 - February 2016
Communication
Technical Support Associate
EDUCATION
Convergys Malaysia SDN. BHD. (Philippine Branch)
Computer Engineering
Data Entry Analyst
Polytechnic University of the Philippines
Open Access Marketing
March 2014 - February 2015
April 2012 - September 2013
-
Technical Support Representative - Optus
24/7 Customer Philippines
REFERENCES
Gerard Coronado
-
November 2010 - June 2011
Technical Support Representative - Time Warner Cable
24/7 Customer Philippines
April 2010 - November 2010
Technical Support Representative - AT&T Internet Services
-Convergys Corporation
Pamela Kiarah Dy
--
April 2009 - March 2010