Industry:Not ApplicableEmployment Period:March 2019 to May 2021 (26 Months)Duties and Responsibilities:Assessing auto and truck application if it has complete
must-have documents.
Assessing client credit standing via inquiring on the credit
bureau affiliates.
Handling and monitoring Dealer/Agent accreditation
process.
Handling and monitoring Field Credit Investigators.
Preparing, Scheduling, and Monitoring Field CI Assignments
Checking and Monitoring of Field Credit Officers
reimbursement
Assigned in NFIS/Loandex Inquiry, Transunion Inquiry.
Act as support to the whole Credit Team.
Candidate No. 634336
PLAY AUDIO
Janela Mari
Administrative
Skills
★★★ Advanced:
SAP, Google Apps, Microsoft Office, Email Handling, more
★★ Intermediate:
Google Spreadsheet, Accounts Payable Management, Accounts Receivable Management, Operations Management, more
Hourly Rate Gauge
Today's value AUD $14.88
$13.13
if $ 1 = PHP 42$16.43
if $ 1 = PHP 30Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
Employment Preferences
Availability:
Part Time
Preferred Timezone:
Not Applicable
Hourly & Monthly Rate:
(inclusive of service fee)
Part Time: AUD $14.88 per hour or $1289.32 per month
*Plus GST for Australian Businesses
Remote Staff Recruiter Comments
Employment History
Credit Assistant
Associate III
Industry:Transportation / LogisticsEmployment Period:April 2021 to April 2024 (36 Months)Duties and Responsibilities:Focus on supporting Export Compliance process
Export Order screening and management in multiple ERP
systems
Review export order if it passes the requirements and validation of the classification then release from export
hold. Release orders that are in compliance with applicable
regulations and company policy or escalate orders or
business partners for further review
Support as well to provide CI to different vendors
Onboarding Administrator
Industry:Property / Real EstateEmployment Period:May 2024 to January 2025 (8 Months)Duties and Responsibilities:Providing exceptional customer service through regular
communication through follow up, check-ins and query
support via both phone and email
Assisting with the completion of application of documents,
collecting, checking and uploading all required
documentation.
Maintain strong data management by updating internal
databases and tracking sheets
Preparing documents, like agreements and loan writer
appointment letters
Liaising with PMs and Broker Success Teams to ensure
onboarding process is efficient.
Acting as an Authorized Representative for BLSSA
appointments
Supporting the broker with their accreditations to ensure the broker packs are completed accurately and efficiently.
Providing report and feedback to recruitment team on the
onboarding pipelines / days to onboard
Participate in onboarding wider business projects.
Working with the Accreditation and Agreements manager to continually work on process improvements.
Updating and maintaining broker memberships (IBM, PI,
EDR, Diploma & VISA
Customer Service Representative
Industry:Banking / Financial ServicesEmployment Period:May 2014 to July 2018 (50 Months)Duties and Responsibilities:Performing day to day baking transactions like deposit, withdrawals, time deposit, opening of bank accounts and cross selling of loans.
Finance Officer
Industry:Retail / MerchandiseEmployment Period:July 2012 to June 2014 (23 Months)Duties and Responsibilities:Daily sales and cash transaction monitoring.
Cash collection monitoring
Invoicing and database management
Operations Management
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Management Accounting
Graduation Date:
April 2012
Located In:
Philippines
License and Certification:
Not Applicable
Skills
★★★ Advanced:
SAP, Google Apps, Microsoft Office, Email Handling, Hubspot CRM, Microsoft Excel, Customer Relations, Customer Support, Data Entry, DocuSign, CRM, Adobe Acrobat X, Contact Verification, File Management, Financial Analysis, Financial Reports, Administrative Support, Database Administration, Vendor Management, Logistics
★★ Intermediate:
Google Spreadsheet, Accounts Payable Management, Accounts Receivable Management, Operations Management, Sales operations
Work at Home Capabilities
Internet Bandwidth:
Greater than 100mbps
Working Environment:
Private Room
Speed Test Result:
Not Applicable
Internet Type:
Fiber
Hardware Type:
Laptop
Brand Name:
Macbook M2
Processor:
Apple M2
Operating System:
MacOS X
- Strengths and Competencies:
- Janela has a strong foundation in sales operations, client onboarding, and compliance-driven processes within the financial services and BPO industries. Her expertise in customer service, documentation management, and process optimization supports her ability to enhance operational efficiency. She is skilled at engaging with clients, ensuring smooth onboarding, and maintaining compliance with internal and external regulations, making her well-suited for roles that require both sales support and operational oversight.
- Her experience with loan processing, export compliance, and credit assessments demonstrates her ability to handle high-volume transactions with accuracy. Additionally, her proficiency in SAP, ERP systems, and data management ensures she can effectively track and analyze sales and operational metrics.
- Key Experiences in Sales and Operations:
-
- Facilitates a seamless onboarding experience for new brokers, ensuring all sales and accreditation requirements are met.
- Acts as a liaison between brokers, project managers, and sales teams to enhance the efficiency of the onboarding process.
- Manages broker accreditations, ensuring compliance and readiness for sales activities.
- Provides pipeline reports and operational insights to recruitment teams, helping forecast onboarding success rates.
-
- Managed export order processing and compliance validation, ensuring sales transactions adhered to global trade regulations.
- Coordinated with business partners and sales teams to resolve compliance issues and ensure timely order fulfillment.
- Maintained multiple ERP systems, supporting smooth sales and order execution.
-
- Assisted in the assessment and approval process of auto and truck loans, directly impacting sales volume.
- Handled dealer and agent accreditation, ensuring that sales channels remained active and compliant.
- Provided operational support to field credit investigators, helping streamline credit verification processes.
- Development Opportunities:
- Strengthening expertise in sales forecasting and CRM tools (e.g., Salesforce) could help optimize customer relationship management and lead conversion rates.
- Enhancing knowledge of process automation in sales and operations could improve efficiency and reduce turnaround time.
- Developing a deeper understanding of client retention strategies would allow her to contribute more directly to sales growth beyond onboarding.
- Overall Assessment:
- Janela is a sales and operations-driven professional with a strong background in onboarding, compliance, and process optimization. Her ability to manage client interactions, streamline sales processes, and ensure regulatory compliance makes her a valuable asset in roles that bridge sales and operations. By expanding her expertise in sales analytics and CRM tools, she can further enhance her contributions to sales growth and operational efficiency.
Predictive Index Behavioral Profile - ScholarOnboarding Administrator (Loan Services Industry, 2024-Present)
Trade Compliance Administrator (BPO and Export Compliance, 2021-2024)
Credit Assistant (Financial Services, 2019-2021)
Strongest Behaviors
- 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.
Behavioral SummaryJanela 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.