Why Your Back Office Functions Should Be the First Things You Outsource

• Maintain the internal order and arrangement of the patient’s medical record.
• Release/issue letter of authorization, secure approval and completing insurance and other medical forms.
• Encode all patients’ request on hospital system.
• Perform tasks such as answering phone calls, attends HMO’s and patient’s queries, verifying information and schedule of special procedure.
• Perform call-out HMO provider for verification and approval of the said request of the Doctor for confirmation of the Diagnosis or request.
• Sort doctor’s consultation forms.
• Sort and Log all Professional fees.
• Act as a medical secretary.
• Perform other related duties, as necessary.
• Act as a medical secretary.
• Perform other related duties, as necessary.

• Maintain the internal order and arrangement of the patient’s medical record.
• Release/issue letter of authorization, secure approval and completing insurance and other medical forms.
• Encode all patients’ request on hospital system.
• Perform tasks such as answering phone calls, attends HMO’s and patient’s queries, verifying information and schedule of special procedure.
• Perform call-out HMO provider for verification and approval of the said request of the Doctor for confirmation of the Diagnosis or request.
• Sort doctor’s consultation forms.
• Sort and Log all Professional fees.
• Act as a medical secretary.
• Perform other related duties, as necessary.
• Act as a medical secretary.
• Perform other related duties, as necessary.

• Responsible for basic clerical task, answering phones, greeting patients and visitors.
• Schedule appointment in a professional and timely manner.
• Paging patient’s relative, co-worker, clients and, hospital codes.
• Gather patient’s data.
• Answer general questions from visitors, help answer the telephone and assist with making outpatient appointments.
• Make sure the reception area is clean and orderly.

• Process the paperwork of each patient that needs to complete prior to being examined or admitted.
• Greet patients and answers inquiry about their medical ailments and confirm prescheduled procedures.
• Collect basic patient information; verify the information that already in the computer for the patient.
• Inspect the forms to ensure each has a signature and makes copies of each form for the patient.
• Describe hospital rules, such as visiting hours, and the billing process, such as when payments are due.
• Prepare to have a patient’s jewelry or other valuable items placed in secure storage while the patient is in the hospital.
• Call the nursing unit to transfer patient to nursing care.
• Electronically scan the signed forms, attaches them to the patient’s record in the computer and neatly files the original signed forms.
• Answer general questions from visitors, help answer the telephone and assist with making outpatient appointments.

• Represents physicians by screening incoming telephone calls; recording and transmitting messages; scheduling, receiving, and announcing scheduled patients and visitors; screening unscheduled patients and visitors; arranging referrals to other health care providers; scheduling appointments for consultations, x-rays, lab tests, physical therapy, MRI’s, CT scans, etc.
• Ensures physician productivity by maintaining calendars; scheduling patient appointments; physician consultations; professional meetings, conferences; teleconferences, and travel.
• Produce information by transcribing dictation, preparing medical reports and summaries, patient histories, operative notes, manuscripts and correspondence; planning, organizing, coordinating and controlling projects.
• Provide historical reference by developing and utilizing filing and retrieval systems; maintaining patient records; recording meeting discussions.
• Generate revenues by completing direct patient and third-party billing; monitoring accounts receivables; initiating collection calls and reminders.
• Secure information by completing database back-ups.
• Maintains patient confidence and protects operations by keeping information confidential.
• Maintains office supplies inventory by checking stock; anticipating needs; placing and expediting orders; verifying receipt.
• Keeps office equipment operating by following operating instructions; troubleshooting breakdowns; maintaining supplies; performing preventive maintenance; calling for repairs

• Process the paperwork of each patient that needs to complete prior to being examined or admitted.
• Greet patients and answers inquiry about their medical ailments and confirm prescheduled procedures.
• Collect basic patient information; verify the information that already in the computer for the patient.
• Inspect the forms to ensure each has a signature and makes copies of each form for the patient.
• Describe hospital rules, such as visiting hours, and the billing process, such as when payments are due.
• Prepare to have a patient’s jewelry or other valuable items placed in secure storage while the patient is in the hospital.
• Call the nursing unit to transfer patient to nursing care.
• Electronically scan the signed forms, attaches them to the patient’s record in the computer and neatly files the original signed forms.
• Answer general questions from visitors, help answer the telephone and assist with making outpatient appointments.
• Filling up and releasing Death Certificate for expired patients in the hospital and Dead-on Arrival patient’s (case to case basis).

• Creating profile and updating accurate information of prospects and clients on the CRM (Microsoft Dynamics 365, Morningstar Office, and Campaign Monitor) and certain bank websites.
• Generating quarterly reports, snapshots, and creating portfolios in Morningstar Office.
• Run cash reports and statements from certain bank websites; rename and save them on Dropbox.
• Creating client application forms thru Nitro Pro 12 and Formaliti.
• Saving sent scanned files, sorting, and renaming documents in Dropbox.
• Creating cash reports thru excel.
• Creating Last Will and Testament, Power of Attorney, and Advance Health Care Directives.
• Update the Manager daily tracker.
• Populating information of clients on the company, investment, and insurance forms.
• Secure client requirements for investment and bank applications.
• Mark and check Manager's calendar for daily appointment.
• Use of database search such as: OFAC analyzer and Dow Jones.
• Edit/update manager’s paperwork.
• Maintain various files, logs and tracking systems.
• Creating internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) and Nitro Pro 12, as well as correspondence and/or log activities in client management system.
• Adding new clients on manager’s LinkedIn profile.
• Utilization of outlook skype for business, Gmail, and skype. Also, Lawdepot, zoom, and NOLO.
• Compile client data and research.

• Searching projects on estimateone, bidcontender, and Cordell.
• Emailing builders and architects to express interest to quote with the projects.
• Communicating with builders and architects thru email and calls (Microsoft teams).
• Creating job tenders.
• Creating quotations.
•  Marks out skylight, roof access hatch, glass roof on floor plans.
• Pricing Custom products using their own calculators for skylights, domes, glass, metals, and given discount (if available).
• Reporting Building Sustainability Index to the estimating team.
• Summarizing quantity, quality, and type of skylights, roof, and glasses needed. Also, Building Sustainability Index (BASIX), to the estimating team.
• Emailing customers their quotations, purchase orders, and invoices.
• Acknowledging orders thru email.
• Monitoring updates on the tender (from Estimate One, bidcontender, and Cordell) and report to the estimators, consultants, and managers.
• Creating profile and updating information of prospects and clients on the CRM (Magento and NetSuite).
• Processing web applications (verify, updating CRM, emailing customers).
• Created and updating prospect list (Builders, Roofers, Carpenters, Skylight installers and sellers, hardware, and building material stores).
• Answering enquiries thru email.
• Filling in drawing forms with measurements and then send to customer to confirm/update.
• Creating NetSuite manuals/guide.
• Creating daily sales stats (including phone calls, incoming emails, and appointments).
• Creating monthly reports for sales.

• Participated in one of the company’s engagement with a major petroleum corporation in the country which involves lease registrations and lease renewals processes.
• Responsible for full coordination with the landlord representative-once complete documents have been received from a Petroleum Corporation and the Registry of  Deeds/Land Registration Authority
• Assessed all lease contracts are correct and accurate after the lease renewal process to ensure the validity and authenticity of lease documents before endorsement to the landlord.
• Responsible for coordination with the local government units to request Real Property and Tax(RPT) declaration document during RPT payment season.
• Assisted in gathering/research on economic data such as Demographics, Real estate market update, Philippine Economy and conducted City Profiling to provide reports for brokers and agents.
• Assisted in the creation of a database of landlord/tenant representative mandate for clients/brokers.

• Produced Quarterly management reports focusing on Macroeconomic Variables and competitor updates on market trends.
• Published Competition scan report to the office of the President. The report focuses on the current updates on the housing developers given the price points and target market that the executive office needs.
• Assertively conducted competitor check and field research.
• Chosen to be part of a special call-out team to assist our Loans origination group with the purpose of saving “problematic” accounts or customers with intentions to pull-out their investments with the company. Was able to successfully gather all lacking document on accounts endorsed by the Loans Origination Group which LED to Loan take out or issuance of Bank Guarantee to buyers
• Personally assisted the buyers of the house on documentation, house inspection, coordinates letter of guarantee signing until the buyer accepts and finally moved in with their purchased unit.

• Conducts Quarterly SAP contract of lease renewal, updating of rent conditions based on the approved master price list and pricing guide. Maintains lease contract accuracy vis a vis to corporate documents submitted by the lessees.
• Provides SAP Helpdesk and Troubleshooting for new Senior Administrative Officers, Lease Administrative Officers, Lease Assistants (property based) and Property Managers.
• Handles daily lessee concerns, lease contract administration and tenant relation activities 
• Coordinates with the Property management team, Audit Team, Billing and Collection, Architecture and Engineering team on the Store Renovation/Technical Meeting and Pre-operations Meeting.
• Coordinate with the Head office team of the lessee for Billing and Collection and lease renewal concerns.
• Coordinates with the IT – POS team with regards to monitoring of Daily sales submission of the Percentage leases.
• Conducts monitoring and ocular inspection in the property concerned to monitor lessee compliance and adherence to the contract of lease.
• Reports to the Property Manager and Facilities manager for any issues on the leased space (i.e. faulty aircon, leaks, store complaints)
• Conducted and supported Marketing efforts
• Assertively conducted actual research of competitor malls within 5 to 10 KM radius. Created database for Retailers and Food and Beverage (New and Existing concept).

• Assigned as the OIC Lease Administration for the Responsible for the efficient processing, documenting, recording, and filing of all lease transactions of new and existing lessees  based on approved SOPs on economic terms and conditions.
• Supports the Leasing Gross Leasable team and Vertical Gross Leasable team in all its documentation needs to facilitate closing of the leases with prospective lessees including immediate preparation of Lease Proposals to preparation of sales collaterals and Floor plans.
• Supervises the Lease Admin assistants on accurate and timely encoding thru SAP of all lease transactions; and ensures consistency of the soft and hard copies of all Lease documents. Also supervises the Leasing Research for the mall competitor checks
• Provides helpdesk, troubleshooting, access recommendations, additional fields with tax definitions as may be required, scripts for SAP Real Estate module; and basic Materials Management module.
• Final audit of virtual contract in SAP before unblocking, prior to issuance of official receipt in Collection Department and printing of hard copies in Leasing Documentation Department.
• Prepares all necessary reports (Monthly / Quarterly / Annual Production Report, Vacancy Report / Occupancy Report based on Effectivity of Lease, Termination report and Other reports as may be required
• Responsible for the updating of department manuals and procedures, effective implementation of company policies, rules and regulations, as well as the discipline, attendance, work performance, training and development of all personnel under Office Admin and Lease Documentation Unit (Lease Admin Assistants and Lease Admin Officers)
• Responsible for the facilitation of company-sponsored benefits, privileges, and activities, within the department, including annual physical examinations, health card-sponsored activities, team building, Christmas party, corporate social responsibility activities.
• Determine staffing requirements and prepare Personnel Requisition if needed, preparation of updated Table of Organization.
• Orient and train staff on Leasing Business Process and basic Leasing Module in SAP.

• Conducted due Diligence as to profiling of prospective lessees, creates appointment with SEC to secure authentic digital copies of Incorporation documents.
• Built a databank of competitor malls as a whole as reference for lead generation
• Built a databank for top 40 BPO  and recent closed deals in commercial leasing industry. Generated leads on the broker groups and has continuously established connections for future transactions
• Built a Retailers databank.
• Conducted customer profiling for the business mix improvement.
• Conducted the Fire Station study incoordination with BFP for a proposed Fire Station project
• Actively participates in Retailers and Franchising events/ exhibits as part of data gathering and serves as lead to prospective lessees.

• Took inbound calls and provided first call resolution
• Technical Support
• Billing and Customer Retention
• New Products and Services Roll Out

• Order Fulfilment / Purchase Order Management
• End-to-end Supply Chain
• Sales Support
• Product Specialist
• End-to-end Customer Service
• Process Documentation
• Reports Generation

• SME, Process Improvement
• Consultant, Business Continuity Plan

• Coach, Performance Improvement/Development
• Officer, First Level Escalations
• Lead, Echo Training
• Facilitator, Monthly Operations Meetings
• Trainer, New Hire Development Plan

• Client support for current and new products and services
• Support New Client On-Boarding
• Data and record management and maintenance
• Sales and Marketing
• Create Process Documentation and Improvement
• Reports Generation
• Collaborated with other departments to provide customer solutions

• Document order entry and resolution in Salesforce.com (SFDC).
• Order Processing (Masters of SAP system and processes)
• Daily Team Operations (Workload Capacity and Admin Tasks)
• Cross Functional Collaboration (Billing, Distribution, Logistics, Aviation, Marine)
• Lead Learning Development and Team Performance
• Calendar Management

• 100% Completion Rate of Process Documentation
• 100% Completion Rate of Salesforce Knowledge Articles (Ordering Processes)
• Salesforce Macros (Time Savings: 26-87%)
• Salesforce Individual & Team Productivity Dashboard
• Salesforce Case Distribution Automation (Time-Savings: 97%)
• Salesforce Customer Master Profile UI Improvement (Time Savings: 3 sec/search)
• Process Certification (Result: 100% Onboarding)
• Lead Operational Excellence and Client and Team Monthly Meeting
• Automation Menards Plant Contact (Time Savings: 25.20 mins/yea)

• Acceptance of Customer PO, Issuance of Invoices, packing List, and sales delivery notes. Maintenance of Receivable Account, Issuance of the dunning letter, and other Adhoc activities.

• Digital Marketing and Customer Relations Management.
• Marketing campaign creation
• Appointment setting
• CRM Management

• Facilitates online learning for foreign students. Creates realia and lesson memo.

• Accepts payment from In and our patients, Summarizes daily cashier reports, Endorsement of charge invoices, and Coordinates with liaison officers for the prescribed Guarantee letter, Customer service, and other frontline services.

• Bookkeeping and Tax Compliance

• Taking inbound and outbound calls
• Assessing customer situation and providing payment options based on their financial status
• Enrolling customers to hardship programs to help manage their credit card payments 

• Conduct day-to-day training coordination, planning, and implementation across multiple teams
• Regular zoom meetings with Clients to discuss roll out timelines and process specifics.
• Training and managing Offshore team members

• Gathering data and comparable for lease renewal reviews for Property Managers, Creating Lease Renewal Documents and sending them for signing
• Processing returned Lease renewal document
• Processing owner to pay bills and utility invoices to tenants
• Sending Entry Notices Planning Routine inspections
• Managing Smoke alarm database
• Processing Tenancy Applications and following up necessary documents via call/email
• Approving Tenants and uploading to Property Management Software
• Tracking rent/invoice arrears and sending reminders/breach notices.
• Uploading new business handovers/file pick ups in Property Management software
• Creating Management Agreements for new businesses
• Creating Sales and Rental Proposal web books
• Processing Sales Contract in CRM and communicating via email with Buyer, Seller and their solicitors.
• Creating Virtual Tours

• Phone and Email support for Microsoft Licensing concerns
• Taking escalation calls for on-premise and cloud based licenses
• Providing support to Agents related to customer concern
• Sending End of day report for unmet service level requirements

•  Tenancy Application
• Processing Lease
• Renewal Documents
• Managing maintenance requests though Console's Maintenance Manager
• Processing utility bills and tenant charges
• Following up on pending invoices & issuing breach notices
• Routine Inspections
• Sending out Vacate packs to outgoing tenants
• Completing Rental Reference requests on behalf of the Property Manager
• Requesting RateMyAgent reviews
• Creating Sales Property Videos from photos and uploading to the Agency's youtube channel
• Other Adhoc Tasks

• Work with different hotel departments to ensure great customer service
• Process check-in/check-out of guests, and oversee the department's operation (budget, files, equipment, etc.)

• Daily, weekly, and monthly deliverables involving running and exporting reports for financial and client attendance and profile maintenance
• Set up email automation, customer journey, and import/export contacts in Mailchimp
• Assist member queries, leads, and gym correspondence

• Oversee the operation of the Sales team, working closely with management
• Provide original strategy for social media marketing and lead generation, including SMS & Email Template
• Communications strategies via Salesforce & HubSpot
• Research and source topics for content generation, and assist with content.
• Develop lead generation lists via social media outreach on Facebook and LinkedIn; build automated workflows for lead scraping.

• Develop creative and engaging social media strategies and content
• Manage the day-to-day handling of all social media channels such as Facebook & Instagram, adapting content to suit different channels
• Manage and facilitate social media communities by responding to social media posts, developing discussions, and increasing brand awareness + customer engagement

• Email Dictation Transcription Project Management (Vendors, Freelancers, etc)
• Organize meetings, including scheduling, sending reminders, etc.
• Research all necessary data as directed
• Maintain an organized database to easily understand all tasks and provide all necessary reports and output that are required
• Assistance in booking meetings, checking schedules, and providing an accurate and organized schedule Accounts Payable/Receivable
• Management Personal tasks such as booking travel and appointments
• Documentation of Standard Operating Procedures Operations & Logistics Management
• Overall Executive Virtual Administrative Support, and any Administrative related services required if needed

• Oversee the operation of the Sales Operations EA team, working closely with management
• Partner with sales executives for client outreach
• Oversee projects and opportunities, adjusting financials for accurate forecasting
• Manage Salesforce CRM for tracking projects, leads, and contacts
• Generate financial reports and streamline Salesforce for efficiency
• Collaborate across departments on marketing, sales, and business development, ensuring Salesforce data accuracy
• Provide overall administrative support and any additional administrative services as needed

• Oversee the operation of the Sales Operations EA team, working closely with management
• Partner with sales executives for client outreach
• Oversee projects and opportunities, adjusting financials for accurate forecasting
• Manage Salesforce CRM for tracking projects, leads, and contacts
• Generate financial reports and streamline Salesforce for efficiency
• Collaborate across departments on marketing, sales, and business development, ensuring Salesforce data accuracy
• Provide overall administrative support and any additional administrative services as needed

• Perform accounts receivable, payable and cashflow
• Perform bank and loan reconciliation
• Assist month end closing activities
• Prepare balance sheet
• Perform financial statement
• Perform any Adhoc related tasks

Accounts Payable (AP) Management:

• Process bills and vendor invoices through Hubdoc.
• Ensure timely approvals and payments.

Payroll Processing:

• Manage payroll for employees, ensuring accuracy in deductions, benefits, and salaries.
• Submit payroll records for compliance and reporting purposes.

Sales Invoice Processing:

• Create, manage, and track sales invoices.
• Follow up on outstanding payments and maintain accurate records.

End-of-Year (EOY) Income Tax Return (ITR) Processing:

• Prepare financial records for EOY reporting.
• Assist in the compilation and submission of ITRs.

Business Activity Statement (BAS) and Instalment Activity Statement (IAS) Processing:

• Prepare and lodge BAS and IAS with accurate GST and tax reporting.
• Ensure compliance with local tax regulations.

Bank Reconciliation:

• Perform daily/weekly bank reconciliations to align accounts with financial statements.
• Identify discrepancies and resolve them promptly.

April Monthly Tasks:

• Summarize and report all financial activities for the month.
• Ensure all month-end procedures are completed for accurate bookkeeping.

• Manage accounts payable and receivable.
• Track and categorize expenses.
• Process payroll and calculate deductions.
• Reconcile bank accounts regularly.
• Prepare documents for tax filings.
• Generate monthly financial reports.
• Maintain organized and accurate financial records.

• Handling and spearheading Recruitment, Training and Development, Compensation and Benefits.
• Responsible in creating innovative processes for the said HR facets, designing training programs, database management, payroll processing and facilitation.

• Transfer data from database systems using keyboards, data recorders or optical scanners
• Type in data provided directly from the clients/recruiters.
• Verify data by comparing it to source documents
• Update existing data
• Retrieve data from the database or electronic files as requested

• Executive recruitment
• Training and development
• Database management

• Payroll processing
• Database management
• Reports validation and consolidation

• Data Entry and Validation
  • Handled the company's database using Bullhorn 
  • Removed all duplicates and updated candidate profiles
  • Entered new candidate profiles
  • Created various spreadsheets for sourcing purposes
  • Created an Excel version of the Annual Report for benchmarking purposes.
• Database Management
  • Monitored and updated all spreadsheets being used in the sourcing activities.
• Sourcing
  • Per client's requirements (ex: skills, location, job titles, specific key words, etc.), sourced prospective candidates in the Defence, Engineering, Avionics, Rail, Logistics industries using LinkedIn Recruiter
  • Sent Inmails to qualified prospects to request for their updated CV contact details
  • Forwarded these CVs and important information to the Team Lead in charge for further interviews and discussions
  • Researched and Sourced potential candidates with the following, but not limited, skill sets.

• Identifies prospects by reading telephone directories, newspapers, and other prepared listings. 
• Calls prospective customers by operating telephone equipment and other telecommunications technologies. 
• Influences customers to open new credit cards by following a prepared sales talk to describe credit card features, rates, and promotions. 
• Respond to questions.

• Attract potential customers by answering product and service questions.
• Solve customer problems by clarifying customer complaints.
• Electing and explaining the best solution to solve problem. 
• Expedite correction or adjustment. 

• Perform remote clerical tasks and traditional telemarketing.
• Use computer for various applications, such as database management and word processing.
• Take and initiate phone calls.

• Manage calendars, schedule meetings and appointments.
• Data entry
• Take and initiate phone calls.

• Handle customer inquiries, complaints, and account questions.
• Process credit card payments and funds transfer requests.
• Dispute unauthorized transactions and create real time alert for compromised accounts.
• Handles online banking and interprets account memos, red alerts, court orders and levies.
• Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions.

• Creates sourcing strategies and talent insights for all covered industries of stakeholders
• Create reports with Hiring Trends data to specific requests of stakeholders
• Conducts research to market based on projects assigned

• Sources resumes of qualified candidates for specific IT job orders, using job boards, applicant tracking systems, company websites, etc.
• Conducts phone interviews to pre-screen candidates, verifying their qualifications, availability and compensation requirements; documents these interviews.
• Sets up interviews between candidates and hiring managers.

• In house recruitment for candidates for various remote jobs : Call Center Agent, Virtual Assistants, Underwriters, Collection Representative, etc.
• Setup and accept interview requests for candidates.
• Conducts video interview to pre-screen candidates and qualifications.
• Provided recommendations to qualified candidates to be interviewed by clients

• Progress and monitor claims assigned Work on recoveries and settlements

• Handles Technical troubleshooting for L1 and L2 Samsung android phones concerns

• Screened and scheduled interview local PH talents with experience in Graphic, Video and Web designing for US Clients
• Conducted initial interview via Online video conferencing
• Endorsed candidates for client screening
• Conducted job offer and hand offs to HR for successfully hired candidates

• Preparing signup packs and lease renewals for lease properties
• Provided clerical support to company employees by copying and filing documents.
• Created and updated digital files to maintain current accurate and compliant documents.
• Email arrears reminders to tenantsProcessing invoices

• Provided administrative support to real estate agents and property managers, managing multiple transactions simultaneously.
• Created and updated property listings, ensuring accuracy across.
• Assisted with contract preparation and document management, ensuring compliance with state regulations.
• Managed CRM systems and led client communication.
• Coordinated appointment scheduling and follow-ups, reducing administrative time by 15%.

• Opened new accounts and documented personal, demographic and payment information in system.
• Educated customers on product and service benefits, explaining features and answering questions.
• Pitched products and services to potential customers, securing new deals and sales opportunities.
• Collaborated with marketing teams to develop and execute promotional strategies.
• Set up appointments with interested customers according to schedule availability.

• Outgoing calls and emails to current customers and asked openminded questions to determine needs.
• Developed lasting relationships with customers, which helped to bring in additional business opportunities.
• Developed and maintained user documentation to establish product understanding.

• Responsible for the sales order process-taking orders, discussing customers requirements and providing knowledgeable advice regarding their flight itenrary.
• Responsible for ensuring that customer enquiries are resolved at first point of contact.
• Promoting company’s products and services to customers.
• Handling objections professionally Issuing refunds or compensation to customers.