Lorenzo Miguel Penalosa

Lorenzo Miguel Penalosa

$5/hr
Property Management Analyst
Reply rate:
-
Availability:
Full-time (40 hrs/wk)
Location:
Cebu City, Cebu, Philippines
Experience:
11 years
OBJECTIVE To obtain better working experience, develop my interpersonal skills, and to share the best of my abilities, knowledge and humble opinions for the betterment of the company. EXPERIENCE Thee Digital | Billing Assistant ​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ​ ​ ​ ​ [February 2025 – August 2025] Invoice clients in QB (daily, weekly, monthly, quarterly, biannually and annually) Process payments via credit card, check or ACH Post check and authorize.net to customer’s accounts. Setup memorized invoices in QB Setup auto draft in QB and authorize.net Monitor billing email for payments and ensure payment is posted to customer’s accounts. Monthly Audit of marketing client sheet with QB, Authorize.net and QB Intuit Create new clients in QB Setup projects in TeamWork and create slack channels for new projects Run weekly Accounts receivable reports and share reports with the team Weekly collection calls of past due invoices Email outstanding invoices weekly/bi-weekly Update the deals in HubSpot when payment is received and record it in the sales report as well. Digital Strategist - Assistant ​ ​ ​ ​ ​ ​ [February 2025 – August 2025] ●​ Proactively generate leads and schedule appointments through cold calls, email campaigns, and networking efforts. ●​ Work alongside the sales team to convert leads into loyal clients and assist with sales closures. ●​ Assist with the development and execution of digital strategies, including SEO, PPC, and custom web design. ●​ Use HubSpot CRM to manage leads, track progress, and ensure timely follow-ups. Rocket Station | Virtual Assistant ​ ●​ ●​ ●​ ●​ ●​ ●​ ​ ​ ​ ​ [September 2023 – September 2024] Maintain accurate records of HOA policies, homeowner dues, and resident requests. Collect homeowner assessments, fees, and dues. Monitor delinquent accounts and coordinate collections or legal action when necessary. Address disputes between residents or related to HOA rules. Property Management Complete property research and comparative market analysis (comparables) Accenture Inc. (Virgin Media) ​ ​ ​ ​ ​ [ July 2022 - September 2023 ] Customer Service Representative ●​ Addressed customer inquiries regarding billing ●​ Performed customer service that was within the guidelines of the quality procedure ●​ Tracked orders for customers Technical Support Representative ●​ Troubleshot customers’ home equipment by following instructions on provided resources ●​ Submitted tickets for escalation and for technician visit ●​ Performed follow-ups with customers to make sure that issues were resolved Sales Representative ●​ Handled inbound and performed outbound calls to customers to sell our products ●​ Tracked customer work orders ●​ Monitored shipments for customer PhoneBeasts | Real Estate Cold Caller ​ ​ ​ ​ [ January 2022 - September 2023 ] ●​ Performed outbound calls to generate leads through ReadyMode CRM ●​ Followed up offers with clients ●​ Tracked and updated leads for follow-up Ubiquity Global Services | Fraud Analyst (Greendot) ​ ​ [ April 2021 - June 2022 ] ●​ Analyzed disputes if it is within card holders’ true transactions ●​ Checked for patterns of money laundering ●​ Filed Chargebacks thru Visa Resolve Online CRM ●​ Reviewed substantial documents in investigation claims using Salesforce RMS Collect Phils Inc. an iQor Company (Metro By T-Mobile)​ [ September 2019 - January 2021 ] Supervisor ●​ Led and conducted comprehensive Deep Dive Analyses in a supervisory capacity, ensuring a thorough examination and understanding of the subject matter ●​ Performed 1-on1 coaching sessions and provided feedback to agents’ overall performance ●​ Listened to dissatisfaction calls and provided feedback to agents Subject Matter Expert ●​ Provide assistance to fellow agents inside the call flow process ●​ Taking Supervisor Call ●​ Shadowing Team Lead Performing Coachings Customer Service Representative ●​ Worked to address inquiries related to bills or any questions customers had ●​ Performed proper customer service that’s within the guidelines of the quality procedure Prudential Guarantee & Assurance Inc. | Financial Analyst [ April 2018 - June 2022 ] ●​ Preparing and analyzing income statements, balance sheets, and cash flow statements to provide insights into profitability and operational efficiency ●​ Collaborating with department heads to develop budgets, monitor expenses, and forecast future revenue and expenditures ●​ Assessing operational costs and identifying areas for savings or process improvements to boost profitability Teletech | Technical Support Representative (Telstra) ​ ​ [ December 2017 - September 2019 ] ●​ Troubleshot customers’ home equipment by following instructions on provided resources ●​ Submitted tickets for escalation and for technician visit ●​ Performed follow-ups to customer to make sure that issues were resolved EDUCATION College level STI – West Negros Univesity [ 2015 - 2018 ] Bachelor of Science in Information Technology (Undergraduate) Secondary level [ 2011 - 2015 ] West Negros University SKILLS ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ ●​ Email and chat communication Online research Seller lead management Cold calling and appointment setting Property market analysis Basic property management administration Lead qualification Inbound and outbound call handling Workload management Fraud investigation Team management Data analyst Bookkeeping Hubspot CRM Hubspot Sales Hub Apollo Email Marketing Lead Generation Digital Marketing Billing Billing Process Payments QuickBooks TOOLS 1 Poor 2 Fair 3 Good MS Word 4 Very Good 5 Advanced X MS Excel X MS PowerPoint X Google Docs X Google Sheets X Google Slides X Google Drive X Facebook X Instagram X Twitter X LinkedIn X Podio CRM X Salesforce X Visa Resolve Online X Zoom X Skype X ICOMS X Quickbooks Desktop X Intuit Quickbooks X ReadyMode X ZenDesk X Apollo X Authorize.net X Proposify X
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