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Patz has 12+ years of professional experience, primarily in the BPO industry, specializing in workforce management and customer service operations. Starting as a Customer Service Representative, they earned several accolades, including the "Sweet Talk Award" for excellent customer engagement. Progressing through roles such as Service Tier Mentor, Mission Control Analyst, and Scheduling Analyst, Patritze has developed a strong expertise in real-time monitoring, capacity planning, and staff management. Currently serving as an Assistant Manager for Workforce Management, Patritze leads a team responsible for performance monitoring and operational efficiency across multiple accounts.

• Supervisory experience overseeing Mission Control and Scheduling Analysts.
• Expertise in workforce tools such as Aspect eWFM, eRTA, and IEX.
• Demonstrated success in maintaining KPIs like AHT, CSAT, and QA.
• Leadership in adapting staffing models to client requirements and optimizing efficiency.

Patz's ability to enhance team performance and ensure operational excellence is evident in their accomplishments:

• Transitioned to elite customer accounts due to exceptional performance.
• Managed staffing requirements and ensured SLA adherence through robust scheduling and adherence strategies.
• Played a pivotal role in procedural and operational improvements within the workforce management domain, ensuring higher team productivity and client satisfaction.

He possesses advanced skills in workforce management platforms and tools:

• Proficient in Microsoft Office (Excel, Word, Outlook) and workforce management systems (Aspect, IEX).
• Strong analytical and troubleshooting skills for software and hardware systems, complemented by operational insight for internet browsers and Windows OS.
  These skills have been consistently applied to enhance workflow efficiency and reporting accuracy.

He is currently employed and he is available to work after 2 weeks notice

Collaborator - The Predictive Index

• Candidate has a total of 3 years experience as a Virtual Assistant handling social media, accounting and administration.
• Her primary skills:  Canva (10/10), Excel (8/10), social media management
• Additional Skills: Basic WordPress, familiarity with Wix and Strikingly, basic invoicing and billing
• Development Goals: Plans to enhance skills with upcoming courses in bookkeeping and SEO

• Mayla has a degree in Nursing and a registered nurse . She describes herself as detail-oriented bookkeeper with expertise in data entry, bank categorization, and reconciliation. Adept at utilizing Xero and other accounting tools to maintain accurate financial records. I am seeking a challenging position to leverage my skills and contribute to the efficiency of financial operations.
• She was proficient in having these skills and tools:
  • Attention to Details
  • Organizational Skills
  • Adaptability
  • Positive Attitude
  • Confidentiality
  •  Trained in Xero and QuickBooks

• She has been an Accounting and Bookkeeper for 9 years. Responsible in:
  •  Data Entry and Recordkeeping: Inputting financial transactions from various sources into accounting software (e.g., Xero, QuickBooks). Maintaining organized and up-to-date records of income, expenses, and other financial activities.
  • Bank Reconciliation: Ensuring that bank statements align with the company's financial records. Identifying and resolving discrepancies to maintain accuracy.
  • Financial Reporting: Generating regular financial reports, such as income statements and balance sheets. Providing insights into the company's financial health and performance. 
  • Accounts Payable and Receivable: Managing invoices, bills, and payments to suppliers (accounts payable). Handling customer invoices, receipts, and collections (accounts receivable).
  • Financial Analysis: Analyzing financial data to identify trends, patterns, and areas for improvement. Providing insights to support informed decision.

• Mayla can start ASAP and open for full time and part time roles.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.

• Febbie Jane reached 2nd year college in BS - Human Resource Development Management and has a certificate in Social Psychology. She have been working for 6 years handling and performing roles such as Customer Service Representative, Data Entry and Quality Analyst. She has catered international clients since most of his work experiences are client handling.
• She was exposed and proficient to the following tasks and tools:
  • XUI
  • DMDAPI
  • Talent Acquisition
  • Data Entry
  • Customer Support
  • MS Excel and Word
• She has been a Customer Support Representative for 3 years. Responsible in Appointment Setting, Social Media Monitoring, doing Inbound and outbound calls. Filing tickets to an Australian Company. And, doing a little bit of sales. On top of it she also is doing Talent Acquisition tasks. Like, screening applicants for recruitment purposes.
• She has experience as Data Entry for 2 years and 5 months that track customer's records, credit score restoration and doing live sports update on AATV app.
• She has been a Quality Analyst for 1 year and 7 months as well. Responsible in maintaining the quality of the calls made by agents. Ensuring that they are following the accurate process and following the rules.
• Febbie Jane can start ASAP and prefers to any full-time and open for negotiation with part-time roles.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

• Social Media Management/Content creation (Facebook and Instagram)
• Manual sourcing
• Reverse search sourcing
• Amazon product listing
• Data Entry
• Lead generation
• Product profit/performance analysis

• Tactical Arbitrage
• Keepa
• Revseller
• SellerAmp
• Canva
• Google Sheet
• Microsoft Office Suite

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

• Zany has a bachelor's degree in political science. After that she also proceed courses in Professional Education, and she has NC II certificate in Bread and Pastry. She has been working for 12 years handling and performing roles such as Customer Service Representative, Online Lead specialist, Virtual Assistant and Call and email support  She has catered international clients since most of her work experiences handles clients.
• She was exposed and proficient to the following tasks and tools:
  • Customer Service
  • Cold Calling
  • Administrative Tasks
  • Account Payables
  • Data Entry
  • Client Management
  • MS Office
  • Sales and Finance
• She has been a Customer Service Representative for 8 years. Responsible in calling leads interested in selling their properties. By collecting details of the owners.
• She's been also Online Lead Specialist for 5 months that process lead management.
• She has been a Virtual Assistant for 1 year and 7 months as well. Responsible in collecting data, assisting the nurses, schedule management, sales and monitoring account payables.
• Shes been an Online Nurse Assistance for 1 year and 3 months. That proactively do calls and answer inquiries through emails or chat.
• Zany can start ASAP and open to any full-time or part-time roles.

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; Private.
• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Kim has a bachelors degree in Hotel and Restaturant Management and have been working for almost 12 years now handling and performing roles such as Admin Assistant, Fulfillment Lead, Customer Support, Customer Support Lead, Programs Assistant, Virtual Assistant Recruitment Officer and  Reconciliations Officer under the industries of Financial Services, Recruitment Agency, Outsourcing, Education and Merchandising. She has catered to US and Australian Clients. 
• Her greatest achievement with her 12 years of professional experience was being able to work remotely since 2015, working and being exposed to global clients, and working in several industries, all of which helped her career development.
• She was exposed to the following tasks:
  • Order Management
  • Shopify Management
  • Customer Support
  • Invoicing 
  • Email Support
  • Chat Support
  • SMS Support
  • Inventory and Fulfillment
  • Data Entry
  • Scheduling
  • Quality Assurance
  • Handled 4 team members
  • Recruitment 
  • Reconciliation
  • Product Research 
  • Administrative Tasks
• She is proficient in using tools such as CRMs, Zendesk, Salesforce, ReAmaze, ShopifyTrello, Asana, Google Apps and Microsoft Office.
• She currently have a part-time job, working on a flexible schedule. She prefers morning or late afternoon shift and open to any full-time or part-time roles.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, KIMJEN is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. KIMJEN gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Grace has been working for more than ten years in various BPO companies. She was previously a Customer Service Representative, Debt Advocate, E-commerce Customer Service Associate, and Collections Agent and was promoted as a Team Performance Manager/Team Leader where she handled escalations and provided coaching and quality assurance.
• She has been providing customer support via emails, phone calls, and chats to the US, AU, and European clients.
• Overall, she is competent in performing the following tasks:
  • Collections
    • collecting debts, skip tracing, data entry, investigating, negotiating, and coordinating with banks
  • E-commerce
    • provide product knowledge, track orders, update subscriptions, process billing/payments, process cancellations of orders
• She is proficient with Debtrak, ZOHO CRM, Zendesk, Georgias, and Shopify.
• She is available to start immediately.

• Detail-oriented and thorough; works to ensure things don’t fall through the cracks and follows up to ensure they’re done properly and on time.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

She is a conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that she knows what she is talking about before speaking. Needs a lot of certainty and structure in her work so that it meets very high, specific quality standards.

• Justine has been working for almost 3 years handling roles such as Admin Operations Assistant/Case Manager Virtual Assistance, Executive Admin Assistant, Content Creator Virtual Assistance, Quality Assurance Virtual Assistance and Operations Customer Service Representative in the Business Process Outsourcing Company, Construction Firm, Law Firm, e-commerce, affiliate marketing, solar business, digital marketing and financial services. She was able to cater clients from US and UK. 
• She was exposed to the following tasks:
  • Executive Virtua Assistance
  • Accounting
  • Appointment Setting
  • Sales Lead Generation
  • Property Management
  • Amazon Product Research
  • Legal Assistance
  • Payroll
  • Calendar management
  • Graphic design
  • Customer Service
  • Social media management
  • Bookkeeping
  • Invoicing
  • Contract Management
  • Handled a team (web developers,graphic designers, an SEO analyst, social media specialists, paid media specialists, digital marketing specialists)
  • Admnistrative tasks
• She is proficient in using tools such as: Adobe Express
  • Asana
  • Canva
  • CapCut
  • Calendly
  • Clickup
  • Eventbrite
  • Google Data Studio
  • Google Analytics
  • Google Trends
  • Last Pass
  • Lucid Chart
  • OneDrive
  • Panda Docs
  • Quickbooks
  • Shopify
  • Slack
  • Trello
  • Toggl
  • SuperHuman
  • Helium 10
  • HootSuite
  • Hubstaff
  • Loom
  • LinkedIn Navigator
  • Monday.com
  • MS Word/Excel
  • MyCase
  • Notion
  • WooCommerce
  • Xero
  • Zappier
  • Zoom
  • Flodesk
  • Call Log Tracking Metrics
  • Animaker
  • Chat GPT
  • Tube Buddy
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Ma Justine is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Ma Justine, who takes responsibilities very seriously.

With experience and/or training, Ma Justine will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Ma Justine is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Mich has a bachelor's degree in Entrepreneurship and has been working for almost 9 years handling and perfoming roles such as Executive Virtual Assistant, Accounting Staff, Customer Service Representative, Property Specialist, Purchasing Staff, Purchasing Officer, Product Research and Administrative Assistant working in the industries such as Real-Estate, BPO (Retail Account) and Cooperatives. She has catered to US and Australian Clients.
• She was exposed to the following tasks:
  • Phone Support 
  • Accounting
  • Order Management
  • Invoicing
  • Purchasing
  • Data Entry
  • Amazon Seller Central Management 
  • Web Research
  • Product Research
  • Social Media Management
  • Photo Editing
  • Appointment Setting
  • B2B Lead Generation
  • Email and SMS  Management 
  • Administrative Tasks
• She is proficient in using tools such as:
  • Oracle Netsuite System
  • Microsoft Dynamix AX
  • Amazon Seller Central
  • Monday.com
  • Hi-Pages
  • Houzz
  • QUICKBOOKS
  • XERO - 3 months 
  • Invoice2go
  • INVENTORY LAB
  • Microsoft Office Products
  • Google Docs
  • Discord
  • Slack
  • Canva
  • Keap Infusionsoft CRM
  • Shopify - 9 months
  • FB | IG | Linked In | Wordpress
• She can start ASAP, amenable to working any shifts and open to any full-time and part-time roles.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Michile is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Michile gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
• She was exposed to the following tasks: 
  • Sales 
  • Phone Support
  • Email Handling
  • Calendar management 
  • ESL Teaching
  • Payroll
  • Customer Service
  • Client Relations
  • Administrative tasks 
• As a Financial advisor, her tasks are:
  • Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
  • Conducts Financial Needs Analysis for interested clients and companies.
  • Handles and maintain clients and companies
    policies while in force.
• She is proficient in using tools such as Salesforce, Google apps and MS tools.
• She can start ASAP and open to any full-time or part-time roles.

Predictive Index Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Charity will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Marj has been working for almost 6 years in several industries such as Manpower, Constructions and Medical where she handled and performed roles such as Human Resource Staff, HR - Time Keeper and HR Officer (Timekeeping & Payroll) . She holds a bachelors degree in Human Resource Development Management.
• She was exposed to the following tasks:
  • Timekeeping
  • Payroll
  • End-to-end Recruitment (Nurses and Admin positions such as Purchasing)
  • Administrative tasks
• She is proficient in using tool such as MS Tools, Payroll System and Google Apps.
• She is Xero certified.
• She can start ASAP, amenable to working any shifts and open for any full-time or part-time role.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, MARJORIE is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. MARJORIE gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Judith is a Computer Science graduate and has 20+ years of experience. Her career started when she was employed in a hotel resort as a Front Office cum Cashier and was promoted to Accounting-in-charge. She also joined an insurance company as a Data Encoder for 4 years. Since 2014, she has been an ESL online teacher to Chinese adult students on a flexible schedule. Simultaneously, she got hired in a BPO as a Customer Service Representative assigned to an education campaign.
• Over the years, she became well-versed in performing the following:
  • Online teaching
  • Accounts receivable
  • People management
  • Encoding patient information
  • Proctoring and monitoring student's exam
  • Customer support via phone
  • Student technical assistance
• As a Data Encoder, she
  • Accurately input and update data into the company database;
  • Conduct regular data quality checks to ensure accuracy and completeness; and
  • Collaborate with team members to streamline.
• She is adept with Slack, Zoho, Twilio, Zoom, GoTo Meeting, Canva, Microsoft Office Apps (Word, Excel, Teams, Outlook), and Google Spreadsheets.
• She can start immediately.
• She is amenable to a morning or mid-shift, part-time or full-time position.

• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.

Judith is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating influence on others, while being firm, direct, and self-assured in dealing with them.

• Zel has been working for almost 4 years in the Healthcare, Security Services, Property Management/Real-estate, software, and information technology business, and Business Process Outsourcing handling telecommunications accounts. She handled and performed roles such as Account Executive, Back-Office Specialist, Technical Support, Virtual Assistant - Cold Caller, Procurement Sourcing Specialist, and Social Media Manager. She handled US, UK, US, Spanish, and Jewish Clients. Also, she has been working as a Virtual Assistant for 3 years.
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Email Handling
  • Client Management
  • Calendar management
  • Data entry
  • Retention
  • Billing and collections
  • Customer Service 
  • Technical Support
  • Sales and Marketing
  • Administrative tasks
• She is proficient in using CRMs, Salesforce, MS Office, Sprout, Ringcentral, Aircall, Telegram, DocuSign, Whatsapp, Zoho, Whatsapp, Trello, and MS Dynamics
• She loves cooking, singing, and traveling. 
• She can start ASAP, is amendable working any shifts, and open is to any full-time or part-time role. 

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.

• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
• Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.

LUZEL is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

LUZEL is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.

• Kath has a bachelor's degree in Accountancy. She has been working for almost 7 years in the amusement and telecommunications industries where she handled and performed roles such as Accounting Assistant - Accounts Payable Section and Accounts Receivable Accountant.
• As part of her upskilling, she attended a Virtual assistant training for  Bookkeeping with QuickBooks Online Certification last April 2023.
• She has a background in the following accounting administrative tasks:
  • Accounts Payable and Accounts Receivable Management.
  • Phone Support - Call suppliers, contractors, clients, and customers.
  • Account Reconciliation
  • Invoicing
  • Billing and Collections
  • Processing payments 
  • Prepare cash disbursements
  • Auditing
  • Preparation of reports
• She is proficient in using QuickBooks online and desktop and MS Office.
• She is QuickBooks certified.
• She can start in after 3 weeks, amendable working any shifts, and open for any full-time or part-time role.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

KATHERINE is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in KATHERINE, who takes responsibilities very seriously.

With experience and/or training, KATHERINE will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and KATHERINE is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Grace has a bachelors degree in Accountancy.
• She has been working for almost 9 years in the property management/real-estate industry where she handled roles such as:
  • Senior Trust Accountant
  • Property Accountant
  • Billing and Collection Officer
• She has an experience with the following tasks:
  • Tax Compliance
  • Billing and Collections
  • Invoicing
  • Accounts receivable and payable management
  • Prepare financial reports and statements
  • Account reconciliation
  • Client coordination
  • Budgeting
  • Journalizing
  • Payroll 
  • Trust accounting
  • Bookkeeping
  • Data entry
• She has an experience working for local and Australian client.
• She has a background in Australian accounting.
• She is familiar with GST, BAS and IAS.
• She is proficient using microsoft office, CRMs and PropertyPlus.
• She has a basic knowledge in Quickbooks, Xero and oracle.
• She can start after June 9, 2023, prefer morning shifts and open for any full-time or part-time role.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Mary Grace has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Mary Grace will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Flo has been working for 15 years.
• She started her career as a Secretary in an insurance company. She then landed a job in the BPO  and became a Customer Service and Inside Sales Representative to multiple accounts under logistics, food, and telco. Her most recent employment was as a Data Analyst/Processor in an Au-based business.
• She is proficient in performing the following:
  • Customer support (phone, email, chat)
  • Inbound sales
  • Data entry and analysis
  • Appointment scheduling
• She is a user of Salesforce, GWCC, Dos-based CRM, MS Excel, and MS Outlook.
• She can start ASAP.
• She is amenable to working the day shift, full-time.

• Kirby has a bachelor's degree in Financial Management.
• He has been working for almost 7 years in the Construction, Accounting and Finance, Retail and Business process Outsourcing industries where he supported the following tasks:
  • Purchasing Officer
  • Cash Clerk
  • Phone Support
  • Retail Store Supervisor
  • Accounts Payable Analyst
  • Basic Accounting and Bookkeeping
  • Invoice Processing
  • Inventory Management
  • Data entry
  • Administrative tasks
• He has a background creating the following accounting reports:
  • Statement of accounts
  • Cash disbursement
  • Bank reconciliation
  • Scheduling of expenses
  • Journal Entries
  • Handling vouchers
• He became a General VA for a rental business in US, he handled shopify account of the business. He also do research for suppliers. 
• He is proficient using MS outlook, excel, spreadsheet, MS office, Gmail, CRMs, adobe and Inventory Management tool.
• He has an experience working for a US client.
• He has a good communication skill.
• He considers himself as dedicated and passionate person.
• He can start asap, amendable working any shift, open for any full-time or part-time role.

Behavioral Summary
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. John Kirby will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work. Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people. Predictive Index Profile - Guardian

Strongest Behaviors Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.” Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken. Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Macky has been working for almost 9 years in the BPO, Educational Institution, Travel Agency and Virtual Assistance Industries where he supported the following tasks:
  • Virtual Assistant
  • B2B and B2C Marketing 
  • Phone Support
  • Customer Service
  • Billing Representative
  • Sales Representative
  • Recruitment Specialist 
  • Account Manager
  • Email and Chat Support 
  • Calendar Management
  • Date Entry 
  • Administrative Tasks
• He has an experience handling Telecommunications, Toll Company, E-commerce and healthcare accounts in the BPO Industry.
• When he was working in the BPO Company, He was promoted as mentor who is responsible training the new hires.
• He is proficient using Hubspot, Shopify, slack, skype, zoom, g-suite, MS office and Canva.
• He can start asap, amendable working any shifts and open to any part-time role only.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Modesto Macky is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Modesto Macky gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satis

• Answering customer billing, order, and invoice inquiries
• Troubleshooting devices 
• Account Activation
• Customer retention
• Upselling
• Handling inbound and outbound calls
• Email and chat support
• Book appointments with Doctors
• Advise clients about insurance plans

• Microsoft Office Suite (Word and Excel)
• Cisco
• Atlas

• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Behavioral Summary

A pleasant and extraverted person, April is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Her congenial personality and friendly, interested attitude make her readily approachable. April gets along easily with a wide variety of people.

Her drive is directed at working with and for others. She derives particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, April can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

Works at a faster-than-average pace; is attentive to details and both quick and accurate in handling them. 

• She has been in the BPO industry for 6 years and started working as a Virtual Assistant in 2020 catering to clients in the US within the medical services.
• and supported the following tasks:
  • Medical Insurance and claims verification
  • Invoices and claims
  • Inbound and Outbound call
  • Customer Handling
  • Email Management
  • other Admin tasks
• She is proficient with the EMR system, Microsoft Office (Excel, Word, and PowerPoint), and Google Apps.
• She can start as soon as possible for any full-time position preferably for a graveyard shift but can also consider the day shift.

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.

This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.

Edmy Maiden is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• She has been working for 8 years as a General Virtual Assistant for eCommerce, Real Estate, and IT companies mostly from Australia, United States, and Canada 
• She is a graduate of Computer Engineering 
• She has been responsible for numerous administrative tasks which includes 
  • Customer Correspondence 
  • Email and Phone Support 
  • Database Management 
  • eCommerce Management 
  • Invoicing 
  • Creating Quotation
  • Inventory Management 
  • Purchasing
  • Graphic Designing using Photoshop and Canva
  • Product Listing and Product Research 
  • Appointment Setting and Client Reservations 
  • Data Entry 
• When she worked as an eCommerce Virtual Assistant, she mainly source or manage products in the Fashion Wear
• She has also experience with HTML 
• She is a confident user of the following tools/platform  
  • Salesforce
  • HubSpot
  • Zendesk
  • Active Campaign
  • Slack 
  • QuickBooks 
  • Canva
  • Amazon 
  • eBay 
  • Shopify
  • Google Workspace 
  • Inkscape
  • MS Application (Excel, Document and Presentation) 

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
• Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.

• This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.
• Regine Marie is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• Doreen worked in a bank for 13 years. She started as a Customer Service Assistant and became a Marketing Officer after around 9 years.
• In 2019, she shifted to remote working and provided her services to real estate clients where she performed the following:
  • Virtual Assistance
  • Lead Research and Generation
  • Email Marketing and Campaign
  • Data Mining
  • Digital Marketing 
  • Data Entry
  • Administrative task
  • Customer Service
  • Marketing Assistance
• She can generate 50 leads/hour.
• She had a chance to create automation workflow for an email campaign of one of her clients but most of her experience is manual email follow-up to leads.
• She is proficient in MS Office Apps, CRMs like HubSpot and Salesforce, LinkedIn, Sales Navigator, and Apollo.
• She is knowledgeable in Trello and Canva.
• She is available anytime and open for any full-time or part-time position.

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.

Doreen is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Doreen plans ahead, double checks, and follows up carefully on decisions and actions.

• Dale has been working for 1 year and 5 months as an Investment Analyst in a venture capital investment based in the US.
• He supported the following tasks:
  • Managing data systems to support the business operations
  • Investment Analysis
  • Monitoring the growth of the client's investment
• He is proficient with Microsoft 365, Google App, Asana, Click Up, and, Notion.
• He can start immediately in a full-time position.

Strongest Behaviors

• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

Behavioral Summary

Dale Eireann is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.

This individual is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.