KAREN JILL ESGUERRA
📍 Malate, Manila, PH | 📞 (- | 📧-💼 LinkedIn: hIps://www.linkedin.com/in/karen-jill-esguerra-1b6ab2264
PROFESSIONAL SUMMARY
Versatile professional with 10+ years of progressive experience in financial services, real estate,
customer support, and digital marketing. Proven ability to lead operations, manage high-volume
accounts, and drive customer engagement through data-driven marketing and sales strategies.
Adept at working in fast-paced environments with a strong commitment to accuracy,
compliance, and service excellence.
CORE COMPETENCIES
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Financial Services & Retirement Planning
Social Media & E-mail Marketing
Real Estate Support & Cold Calling
Customer Relationship Management
Data Entry & Administrative Support
Outbound Sales & Collections
Google Suite, MS Office, Canva
CRM Tools | Skip Tracing | Typing Speed: 60+ WPM
Strong Communication & Time Management
BPO | Team Leadership | Training & Development
PROFESSIONAL EXPERIENCE
Freelance | Remote Operations Specialist & Digital Marketer
Home-Based | April 2023 – May 2025
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Managed end-to-end e-commerce and social media marketing for small business clients,
increasing audience reach by up to 60%.
Oversaw storage facility operations, optimizing inventory and space utilization.
Generated qualified leads and closed property deals through cold calling and follow-ups.
Performed skip tracing and collections, recovering 95% of overdue accounts for select
clients.
Created and implemented comprehensive Standard Operating Procedures (SOPs) for
outbound sales teams, enhancing process efficiency, consistency, and compliance across
all sales activities.
Produced email campaigns and managed content using tools like Canva and Meta Ads
Manager.
Wells Fargo / Principal Financial Group | Retirement Specialist & Research Analyst
McKinley Hill, Taguig | Jan 2020 – Dec 2022
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Delivered expert-level support for 401(k), 403(b), and ESOP retirement plans.
Processed loans and withdrawals with 99% accuracy and within SLAs.
Handled client accounts post-acquisition by Principal Financial in 2021.
Trained new hires on internal systems, customer protocols, and financial compliance.
American Express | UK Client Services & Risk Analyst
BGC, Taguig | Oct 2017 – Sept 2019
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Conducted comprehensive risk analysis of UK customer accounts.
Delivered high-touch client service and supported account upgrades.
Recommended and implemented process improvements, reducing issue resolution time
by 20%.
JPMorgan Chase | Corporate Investment Banking Support
BGC, Taguig | Dec 2011 – Sept 2017
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Managed international corporate accounts, including documentation and transaction
workflows.
Processed wire transfers, G-ACH, and compliance verifications for global clients.
Led a high-performing team, establishing performance benchmarks and mentoring junior
staff.
Convergys Philippines | AT&T Customer Service Representative
Glorietta 5, Makati | Oct 2010 – Nov 2011
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Handled technical and billing support, achieving 98% customer satisfaction rating.
Streamlined issue escalation and maintain customer records in CRM systems.
EDUCATION
Far Eastern University – Manila
Bachelor of Science in Nursing
Kennedy International School
Diploma in Practical Nursing
St. Paul College, Parañaque — High School
St. Mary’s College, Quezon City — Elementary
TECHNICAL TOOLS & PLATFORMS
Google Workspace | Microsoft Office | Oracle | Salesforce | CRM Systems | Meta Business Suite
| Prophawk | StorEdge | Aircall | Canva | Capcut | Calendly.com | Slack | Loom | Zoom | Other
web-based softwares
CERTIFICATIONS & LICENSES
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U.S. PRN License (Practical Nursing) – Makati, June 2010
IELTS Certified – Clark, Pampanga, October 2011
Real Estate Training – April 2023
