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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.