Medilyn B Ramayla

MEDILYN B. RAMAYLA Address: Pasil, Hilaitan, Guihulngan City, Negros Oriental Phone: - Email:- OBJECTIVE My objective is to contribute to the success of an organization by leveraging my expertise in financial planning, virtual support, problem-solving, and effective communication, while driving value through strategic thinking and a commitment to excellence. EXPERIENCE Canyon Crest Creative | Admin Assistant (Remote) [May 2021 – Present] ● Managed marketing manager’s daily calendar and email correspondence ● Monitored unsent and overdue invoices in QuickBooks and House call Pro ● Generated social media reports in Agency Analytics ● Sourced lead using Google Maps ● Set up accounts for Facebook, Twitter, Instagram, and LinkedIn ● Create and post content with and without Hoot suite ● Perform basic graphic design using Canva and web design updates in WordPress ● Create basic spreadsheets using Google Sheets Kennedy Private Wealth | Financial Planning Admin Assistant (Remote) [April 2022 – December 2024] ● Managed updating of clients’ information and generation of client and risk profile in Xplan ● Sort out financial adviser’s email ● Prepared initial and/or annual review meeting pack such as statement of advice, Fixed Term Agreement, etc. ● Sent out documents to clients for e-signature via DocuSign ● Sent emails and took outbound calls to product and service providers ● Execute Buy/Sell using Nabtrade, IOOF Expand and Macquarie platforms TOA Global Cebu | Financial Planning Admin Assistant [October 2019 – April 2022] ● Managed updating of clients information and generation of client and risk profile in Xplan ● Prepared initial and/or annual review meeting pack such as statement of advice, etc. ● Sent out documents to clients for e-signature via DocuSign ● Sent emails and took outbound calls to product and service providers PMAX Global | Accounts Receivable Specialist [May 2019 - October 2019] ● Processed healthcare claims and billing documents ● Verified declined claims ● Checked medical codes and procedure that causes the rejection of the claim ● Took outbound calls to clinics and healthcare insurances Smiles on Demand Outsourcing, Inc. [November 2016 - May 2019] ● Team Leader ○ Managed the team’s schedule and performance ○ Managed administrative tasks such as attendance and observation reports ○ Took escalation calls that are directly transferred within the team or site to address and avoid customer complaints ● Dispatcher ○ Managed the dispatching or assigning of drivers to clients needing rides for scheduled methadone dose ○ Checked drivers location and routes using Wix ○ Handled inbound and outbound calls Concentrix Philippines| Customer Service Associate (Sprint) [November 2012 - August 2016] ● Acknowledged and resolved customer complaints while maintaining emphatic and professional attitude ● Resolved billing disputes and fixed network issues ● Processed payment and payment arrangement ● Offered plan upgrades and device protection plans Supportsave Solutions | Admin Assistant [August 2011 - November 2012] ● Addressed customers concern regarding documents needed for foreclosure loan application ● Processed and uploaded submitted documents in CRM ● Updated customers with the status of foreclosure loan application Qualfon | Customer Service Associate (Straight Talk) [July 2010 - February 2011] ● Acknowledged and resolved customer complaints while maintaining emphatic and professional attitude ● Resolved and fixed network issues ● Responded promptly to customer inquiries ● Helped customers in adding minutes Robinsons Land Corporation | Admin Secretary [May 2009 - December 2009] ● Took inbound and outbound calls ● Mailed out documents and other promotional materials ● Managed the collection of mall tenant’s daily sales reports ● Checked cleanliness and orderliness of mall tenant’s kiosks Robinsons Supermarket | Secretary [November 2008 - May 2009] ● Managed the preparation of documents for the store and operations manager’s weekly, monthly and quarterly meetings ● Mailed out documents and other promotional materials ● Printed concessionaires daily, monthly and quarterly sales reports ● Managed and recorded supermarket daily sales reports ● Attended safety seminars and orientation Robinsons Department Store | Secretary [June 2008 - November 2008] ● Managed the preparation of documents for the store and operations manager’s weekly, monthly and quarterly meetings ● Took inbound and outbound calls ● Managed the printing of promodiser IDs ● Mailed out documents and other promotional materials ● Managed and recorded department store daily, monthly, and quarterly sales reports EDUCATION College/Vocational level Negros Oriental State University - Guihulngan Campus Bachelor of Science in Computer Science [2004 - 2008] Secondary level Guihulngan National High School - Hilaitan [2000 - 2004] SKILLS ● ● ● ● ● ● ● ● ● ● ● ● ● Email and chat communication Online research Leads sourcing Skip tracing Seller lead management Cold calling and appointment setting Property market analysis Social media administration Property management administration Financial planning administration Invoice processing Bills and claims processing Team management TOOLS 1 Poor MS Word / Google Docs MS Excel / Google Sheets MS PowerPoint / Google Slides Google Drive Canva Facebook Instagram Twitter LinkedIn Podio CRM Xplan Outlook Skype Slack MS Teams DocuSign n-link AIA MLC MLC-Life Insurance 2 Fair 3 Good X X X X X X X X X X X X X X X X X X X X 4 Very Good 5 Advanced Nabtrade-Business Macquarie Asgard BT Panorama AMP AMP North Chantwest Zurich Aust Super Worksorted Asana Smartsheet Housecall Pro Quickbooks Jarvis.ai AgencyAnalytics X X X X X X X X X X X X X X X X