Romeo Tejada
About
Detail
Accounts Receivable & Collections Specialist | QuickBooks Online ProAdvisor | Customer Account Support
Calamba, Calabarzon, Philippines
Résumé
Jobs
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- CVirtual Assistant / Sales & Virtual Support SpecialistConnecs GlobalJun 2025 - May 2026 (1 year)• Managed customer account inquiries and payment follow-ups via phone, email, and CRM, ensuring timely resolution of billing and payment-related concerns. • Maintained accurate customer and prospect records in CRM systems and ensured timely follow-up. • Conducted research, data entry, documentation, and administrative support activities. • Coordinated appointments, calendars, meetings, digital files, and supplier communications. • Processed invoices, tracked payments, and maintained customer account records in QuickBooks Online to support cash application and account reconciliation. • Utilized AI tools including ChatGPT and Google Gemini to improve research, documentation, and workflow efficiency. • Communicated with customers and business
- LCustomer Service Representative / Appointment SetterLead AdvisorFeb 2024 - Apr 2025 (1 year 3 months)• Conducted high-volume outbound calls and handled customer inquiries across multiple service campaigns. • Qualified customers, identified needs, and provided appropriate service information. • Maintained accurate customer records and documented interactions. • Conducted follow-ups through phone, email, and text. • Scheduled appointments and coordinated customer information with internal teams.
Client Support SpecialistSMA Support ServicesOct 2022 - Dec 2023 (1 year 3 months)• Provided customer support through phone, email, chat, and virtual communication channels. • Assisted customers with account and service inquiries, scheduling, and issue resolution. • Maintained accurate CRM records, documentation, and customer information. • Performed data entry and administrative support while maintaining accuracy and confidentiality. • Managed multiple customer requests in a remote, high-volume environment.- Customer Service RepresentativeAgents OnlyFeb 2022 - Sep 2022 (8 months)• Handled incoming customer calls and processed customer orders accurately. • Assisted customers with inquiries, concerns, and account-related issues. • Maintained accurate customer information and documentation. • Escalated complex issues to appropriate management when necessary.
- Customer Care ProfessionalAmerican ExpressAug 2021 - Dec 2021 (5 months)• Assisted cardmembers with account inquiries, payments, statements, and online account support. • Researched customer account concerns and provided appropriate account solutions. • Assisted customers with payment-related questions while maintaining account accuracy. • Resolved customer concerns while maintaining compliance with company policies and procedures. • Maintained a high standard of customer service in a financial-services environment.
- CSenior Operations RepresentativeCAPITAL ONE PHILIPPINESJul 2017 - Aug 2021 (4 years 2 months)• Managed customer inquiries involving credit card accounts, payments, collections, and account resolution. • Assisted customers with payment solutions and delinquent account concerns. • Reviewed account information to identify appropriate resolution options. • Handled sensitive financial information while maintaining confidentiality and compliance. • Investigated suspicious account activity and supported fraud-related account resolution. • Managed high-volume customer interactions while maintaining accuracy and productivity.
- EProvider Relations RepresentativeEXL Services Philippines (UnitedHealthcare)Jun 2015 - Jun 2017 (2 years 1 month)• Assisted healthcare providers with eligibility, benefits, claims, and account-related inquiries. • Researched customer and provider information to resolve issues accurately. • Maintained detailed documentation and accurate records. • Handled confidential information in accordance with established privacy and compliance procedures. • Worked in a high-volume environment requiring accuracy, attention to detail, and effective communication.
- CCollections RepresentativeConvergys PhilippinesJan 2013 - Jan 2015 (2 years 1 month)• Managed customer accounts involving delinquent balances and payment concerns. • Contacted customers regarding outstanding accounts and discussed available payment and account resolution options. • Assisted customers with account inquiries and payment-related concerns. • Negotiated appropriate payment solutions while maintaining positive customer relationships. • Documented customer interactions and account activities accurately. • Worked toward collection and performance targets in a high-volume environment.
Education
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- Bachelor of Science in AccountancyCity College of CalambaJun 2006 - Mar 2012 (5 years 10 months)