Jonathan Lee Castro, CG

Experience

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  IQor

  Dec 2006 - Jun 2013

  Senior Collections Specialist

  Task:• Outbound Collection for Car Payments.• Taking escalated calls• Processing payments• Updating customer information• Collecting payments• Level 2 escalation support.• Taking escalated calls• Processing payments• Updating customer information• Collecting payments

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  CBE Companies

  Jun 2013 - Jul 2014

  Team Captain

  Task:• Solution driven, Process and updates POC• Taking escalated calls• Processing payments• Updating customer information• Collecting payments• Monitoring and calibrating calls of the agents• Side by side monitoring and feedback/Coaching

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  TELUS International Philippines

  Jul 2014 - Sept 2015

  Resolution Specialist

  Task:• Daily monitoring, agent’s improvement.• Taking escalated calls• Guiding agent’s to each process• Working with higher ops calibration• Monthly to Month performance evaluation

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  Tata Consultancy Services

  Sept 2015 - Nov 2017

  Sr. Process Analyst

  Task:• Processing new installation of Gas and Elec.• Validating the documents submitted• Creating Service Order/ Job Order in SAP• Reviewing SAP for monitoring SO• Answering query• Up sell for move in property

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  OBrien Real Estate.

  Nov 2017 - May 2019

  Assistant Property Manager

  Tasks:• Assisting SPM regarding properties• Requesting water connection for tenant but• Communicating Maintenance request to the rental owner• Sending approval to the applicant and drawing new lease• Processing lease renewals • Sending vacate docs when required• Sending copies to landlord and tenants• Tenancy Application• Updating Property Me• Invoicing to the landlord through Property Me• Routine Inspections• Credit score Check• CMA for properties and lease renewals – added value to owners• Lodge bonds with RTA online• Communication with rentals inquiry from realestate.com.au• Rent arrears notification and invoices Show less

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  Uber

  May 2019 - Jan 2020

  Customer Operations Specialist

  Tasks:• Ensuring Delivery Partners will go on board• Creating a Daily Heartbeat Session• Go to a person regarding process update• Answering tickets for delivery partners• Salesforce tool Experience

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  Cloudstaff

  Jan 2020 - Jun 2020

  Travel and Leisure

  Tasks:• Expert in Zen-desk application tool and Odysseus• To help in managing bookings.• Work with potential or existing customers via inbound calls, outbound calls, email and chats to inform them about a product or service• Answer questions about products or the company• Ask questions to understand customer requirements and close sales• Making outbound calls to add insurance• Making outbound calls to let guests know about new promotions• Enter and update customer information in the database• Take and process orders in an accurate manner• Handle grievances to preserve the company’s reputation• Go the “extra mile” to meet sales quota and facilitate future sales• Keep records of calls and sales and note useful information using our CRM and Sales System• Applying for payments correctly in all systems Show less

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  Optimum Wealth Management

  Jul 2020 - Jan 2021

  Case Manager

  Task:• Managing cases• Collating documents for tax preparation and resolution• Calling individual clients for case updated• Assuring cases will be done on time• Assigning cases to Enrolled Agents/CPA/ATTY• Follow up for missing documents• Evaluating Case• Closing cases once done by the EA/CPA/ATTY

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  TOA Global

  Jul 2020 - Jan 2021

  Administrative Assistant
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  Biggin & Scott Frankston and Seaford

  Jan 2021 - Aug 2021

  Property Management Administrator

  Tasks:• Requesting connection services for approved tenant• Communicating Maintenance request to the rental owner• Sending approval to the applicant and drawing new lease• Processing lease renewals• Tenancy Application• Updating Property Me• Scheduling Routine Inspections• Credit score Check• CMA for properties and lease renewals – added value to owners• Communication with rentals enquiry from realestate.com.au• Rent arrears notification and invoices• NTD Checks for approved Applicants via Core logic• Adding Maintenance In Airtable• Processing Invoices for Maintenance Jobs• Adding Arrears in Airtable• Daily Maintenance Audit• Daily Arrears Audit• Asking suppliers for updates• Compare and Connect• South East Water Connections Show less

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  Ray White Rye

  Aug 2021 - Nov 2021

  Property Management Administrator

  Tasks:• Requesting connection services for approved tenant• Communicating Maintenance request to the rental owner• Sending approval to the applicant and drawing new lease• Processing lease renewals• Tenancy Application• Updating Property Me• Scheduling Routine Inspections• Credit score Check• CMA for properties and lease renewals – added value to owners• Communication with rentals enquiry from realestate.com.au• Rent arrears notification and invoices• NTD Checks for approved Applicants via Core logic• Adding Maintenance In Airtable• Processing Invoices for Maintenance Jobs• Adding Arrears in Airtable• Daily Maintenance Audit• Daily Arrears Audit• Asking suppliers for updates• Compare and Connect• South East Water Connections Show less

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  Phil Labor

  Nov 2021 - Jun 2023

  Mortgage Broker Assistant

  Tasks:Entering Loan applications in the CRMCollecting all documents missing for the applicationCommunicating to the lender regarding loan statusesUpdating Loan structure in the my CRMCreating daily task for follow upsSetting up appointment to talk to BrokerUpdating Lenders loan UMUI CalculatorResponding to client enquirySending loan status update to clientsManaging the portfolio of my Sr. BrokerUpdate process TemplatesManaging SocMed Ads for client portfolioChasing clients missing documentsDrafting and posting Testimonial in client pageUploading clients documents in MyCrmCreating task to follow up with banksEntering potential clients in Our DatabaseDrafting loan assessment for clientsUpdating Loan application pipelines Show less

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  Cloudstaff

  Jun 2022 - now

  Serior for Executive Services
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  Reliance Real Estate

  Jun 2022 - Jan 2025

  Property Manager Administrator

  Task:• Advertising property via Agent Box• Uploading Tenancy Application in PME• Loading Application via Ignite• Doing CMA report for properties in AU• Sending off emails to approved tenants• Doing water Connection via Great Water• Launching Bond in RTBA and PME• Updating Documents in PME and SharePoint• Compliance Audit for the Werribee Office• Sending off an email to Open Inspections Query• Sending emails for Open Inspections to possible tenants• Lease Renewals and New Lease Agreements via Inspection Express• Adding Approved Tenants in PME Show less

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  PhaseOne Fire And Safety

  Jan 2025 - now

  Senior Administrative Specialist