Michelle Pegal

MICHELLE PEGAL Account Processor • Loan Processor • Customer Service Representative • Front Office Executive LOAN PROCESSOR PERSONAL INFORMATION Nationality: Filipino Address: San Jose, Batangas, Philippines Phone number: - Email:-Skype ID: michelle.pegal LinkedIn: linkedin.com/in/michelle-pegal15077b191 SUMMARY OF QUALIFICATIONS AUS AZURE SUPPORT INC. - SAN JUAN CITY PHILIPPINES MAY 3, 2021-JULY 30, 2022 Gathering information for the loan application and ensuring data accuracy. Run and assess the credit standing and check the eligibility of the borrower. Doing third-party searches such as bankruptcy records, possible fraud, and business history of the borrower. Reviewing and uploading documents in the CRM such as Secretary of the State, Credit Report, Income Tax Return, Bankruptcy Records, and possible Criminal Records. Ensure compliance with requirements which include adherence to government regulations and law requirements. Assist the Loan Officer with other requests and tasks needed to complete for the loan. Excellent customer service skills Excellent verbal and written communication skills Adaptable and flexible Resourceful and team player Professional and highly detail-oriented Strong email etiquette and knowledgeable in Google Calendar Proficiency with MS Office tools such as Outlook, Excel and Word, and PowerPoint Knowledgeable in collaboration platforms such as Teams, Zoom, and Elevate Expertise in CRM such as Salesforce. WORK EXPERIENCE ACCOUNT PROCESSOR DOXA7 SOLUTIONS.- TAGUIG CITY, PHILIPPINES AUGUST 15, 2022- FEBRUARY 08, 2023 Work with clients to obtain the necessary information to prepare annual reporting. Review documents submitted by clients for completeness and accuracy. Work with partner financial institutions/custodians to help facilitate client filings and retrieve client data. Sending and receiving documents via email with clients Send outgoing emails to clients during the plan year reporting process. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Collaborate with Plan Administration and Compliance teams to ensure annual 5500 filings are completed in a timely manner. CUSTOMER SERVICE REPRESENTATIVE RESULTS-CX- LIPA CITY PHILIPPINES OCTOBER 14, 2020- MAY 06, 2021 Maintaining a positive, empathetic, and professional attitude toward members at all times Acknowledging and resolving member’s complaints Processing orders, forms, applications, and requests Keeping records of customer interactions, transactions, comments, and complaints Furnishing members and health care practitioners with details regarding members' benefits Familiarizing with up-to-date changes in member’s plans and benefits Providing extant and prospective members with the details of network providers Enrolling Cancelling members' plans upon their request FRONT OFFICE EXECUTIVE ROCKWELL LAND CORP.- MAKATI CITY, PHILIPPINES AUGUST 13, 2018- FEBRUARY 08, 2020 Answer telephone, screen, and direct calls Deal with queries from the public and customers responsibly General administrative and clerical support Schedule appointments and organize meetings Prepari letters and documents as well as receive deliveries Ensures knowledge of staff movements in and out of the organization EDUCATION Bachelor of Science in Tourism Management Westmead International School Alangilan, Batangas City, Philippines S.Y-