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.
• Communicate - 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)