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Evaluation Comment

• Bernie has been working for almost 10 years in the BPO Industry as a Customer Service Representative where she does the following tasks:
• Phone and email handling
• Technical Support
• Customer Handling

• Bernie has been working for almost 10 years in the BPO Industry as a Customer Service Representative where she does the following tasks:
  • Phone and email handling
  • Technical Support
  • Customer Handling
• She started her remote job in 2020 as a Lead Generation and General Virtual Assistant where she was able to perform the following:
  • Lead Generation
  • Social Media Management (Facebook and Instagram)
  • Admin Support
  • Email Marketing
  • Transcription
  • Basic Graphic Designing using Canva
  • Customer care 
  • Email correspondence 
  • Preparing quotations 
  • Invoicing 
  • Taking Minutes of the Meetings 
• She is adept in using the tools/applications like:
  • HubSpot (CRM)
  • Zendesk
  • Social Media Platform
  • WordPress
  • MailChimp
  • MS Office: Word, Excel, & Outlook
  • Google Apps: Docs, Sheets, and Calendar
  • MYOB
• She can start immediately.

• 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.

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. Bernadette 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.

• Debs has been working since 2006 and has handled roles such as Accounting Clerk, Customer service representative, Outbound sales representative, Sales representative, and Senior Agent within the Business process outsourcing industry.
• She gained skills/expertise when it comes to:
  • customer service
  • sales
  • outbound sales
  • upselling
  • Inbound/Outbound call
  • email and call management
• Well versed with the following software tools:
  • Salesforce
  • Genesis
  • Vici dialer
  • Gmail
  • Skype 
  • WhatsApp
• She can start immediately  

Predictive Index Behavioral Profile - Specialist

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 Summary

Deborah 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 Deborah , who takes responsibilities very seriously.

Jane Pauline is an experienced administrative and customer service professional with a strong background in property management, sales, and client-facing roles. She has held progressively responsible positions in both the real estate and healthcare sectors, particularly in sales and account management capacities. Her communication and coordination skills stand out, especially in environments requiring client engagement, scheduling, and lead conversion.

• Advanced: Real Estate, Property Management, Social Media Management, Sales Management, Administrative Support
• Intermediate: Bookkeeping
• Soft Skills: Strong communicator, client-centric, detail-oriented, team player

• Client-Facing Experience: Demonstrated ability to manage client relationships, resolve concerns, and handle inquiries across phone, email, and chat platforms.
• Property Management Proficiency: Full cycle of property listings, showings, and tenant support.
• Sales and Marketing Exposure: Proven lead generation and funnel management from various sales roles.
• Healthcare Industry Familiarity: Previous roles with Becton Dickinson and Roche.

Predictive Index Behavioral Profile - Artisan

• 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.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

Pauline 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; Pauline plans ahead, double checks, and follows up carefully on decisions and actions.

• Mhai finished a bachelor's degree in Accountancy and has been working for 10 years now. For five years now, she has worked for AU-based clients as a Bookkeeper in an accounting firm handling various accounts such as retail, restaurant, construction, and gift shop.
• Her latest client is with a UK company where she worked as a Bookkeeper and Technical Support for almost a year.
• She is competent in performing the following tasks:
  • Accounts Receivable and Account Payable management
  • Bookkeeping
  • Auditing
  • Invoicing
  • Bank and credit card reconciliation
  • Inventory control
  • Payroll administration - Australia
  • BAS/IAS preparation
  • Administrative activities
• She is a user of Xero, QuickBooks Desktop and Online, Microsoft Office Apps (Excel, Word, Access, Outlook, Teams), HubDoc, and Google Spreadsheet.
• She is a Certified Xero Advisor.
• She is available to start immediately in part-time and full-time roles, day shift.

• 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.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Behavioral Summary

May Ann 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.

Her drive is purposeful, directed at getting things done quickly. She 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.

• Jesus Jr. is working as a Principal Consultant.
• He is a technical Lead and doing L2 & L3 infrastructure Support.
• He provide support for Windows Server (Windows 2003, Windows 2008 and Windows 2012 Platform).
• He is  involved in providing daily monitoring of Backup using CommVault backup Software.
• He provides support for Active Directory and Azure Active Directory; Enterprise Email System (Exchange 2010, Exchange 2013, Exchange Online) ; M365 / Office 365.
• He do daily support of VMware and  Citrix and provide support to virtual application deployed to production  Citrix Xenapp.
• He is proficient in using:
  • VMware - 10yrs
  • Active Directories - 10yrs
  • Citrix - 10yrs
  • Office 365 - 2yrs
  • Team Viewer - 10yrs
  • Event Viewer - 10yrs
• He has experience in creating user and assigning license to the user in Office 365.
• He also have knowledge in  SCCM and WSUS.
• He needs 30 days notice.

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

Jesus Jr. 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 Jesus Jr., who takes responsibilities very seriously.

A modest and unassuming person, works quite autonomously and decisively in their specialized area. When working outside of their expertise, they’ll look to management, written resources, or subject-matter experts for direction. Most effective and productive when working within the field of own specialty and experience, and prefers to stick to the proven way. If it becomes necessary to initiate or adopt change, Jesus Jr. will need to see cold, hard, evidence to prove that the new way is more efficient, yields high-quality results, and is complete. In addition, Jesus Jr. will carefully plan the implementation to minimize problems and maximize results.

• Cloyd is a marketing expert with at least 15 years of experience. He is a Computer Science graduate and has been specializing in marketing and web development since 2005. At present, he is a freelance Marketing Manager working for 1-2 hours each day.
• Some of the tasks he was responsible for were
  • Creating marketing strategies
  • Lead generation
  • Branding
  • Content strategy including market positioning, drafting USPs and value propositions
  • Producing marketing materials such as posters, billboards, magazine placements, and promotional video
  • Building automation using CRM
  • Deploying several automated sales pipelines, email automation, and automated reports
  • WordPress web development - building websites, including e-commerce
  • SEO - SERPS ranking techniques, content strategy, and website optimization
  • Data Analytics - creating data management processes that automate data collection; creating data visualization reports to be used for business intelligence and insights
  • Running Ads Campaign (B2C/B2B) - PPC Ads, Google Ads, FB Ads, and LinkedIn Ads
  • Content Writing - blog posts, articles about mortgage, real estate, and time management
• He writes up to 1000 words per article. He also co-authored an e-book about real estate released on Amazon in December 2017.
• He's been applying the NLP techniques to his work.
• He is proficient in using WordPress, Joomla, Shopify, Mailchimp, GetResponse, Canva, Active Campaign, PipeDrive, HubSpot, Trello, Microsoft Office Apps (Excel, Word, PowerPoint, Teams, Outlook), Google Suite, Google Analytics, Google Looker Studio, Adobe Photoshop, and Illustrator. He also knows how to code in HTML, CSS, and PHP.
• He is available to start anytime and prefers working the day shift to any part-time or full-time role.

• 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.

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. Cloyd 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.

• Paul has been working since 2006 and has handled various roles such as Hotel Reservation supervisor, Customer Service Representative, Inbound Service Representative, Chat and Email Support, Senior Customer Service Executive, Virtual Assistant within Leisure Marketing Services, BPO, Financial, and Fitness industries.
• He honed his skills in Customer service, customer management, Virtual Assistant, Data entry, Calendar management, Inbound/outbound calls, email, and chat management.
• Has worked with US, AU and UK based company in the Philippines
• Proficient in Software tools like: 
  • Asana
  • Ring Central
  • Zendesk
  • G-suite
  • Slack
  • MS Word
  • MS Excel
• He can start after 1 week notice

• Ed has been working for 7 years as Graphic Designer/Motion Designer within manufacturing, eCommerce, and training companies 
• He has already catered with clients from US, and Singapore 
• He has extensive experience in different areas of designing which include:
  • Product design & Packaging design 
  • Social media graphics 
  • 3D and 2D Modelling 
  • Animation 
  • Motion graphics 
  • Photo manipulation and Photo enhancement 
  • Photography 
  • Motion graphics 
  • Video editing for long form and short form 
  • Instructional design 
  • Web Designing
• He is a confident user of the following tools 
  • Adobe Photoshop
  • Adobe Illustrator 
  • Adobe InDesign 
  • Adobe Premiere Pro 
  • Adobe After Effects 
  • Adobe Animate 
  • Articulate 360 
  • Asana 
  • Slacks 
  • Microsoft Note
• He can start as soon as possible 

• 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.

• 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. Ediver will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Jonalyn is an experienced accountant and bookkeeper with over 10 years of practice across diverse industries, including outsourcing services, property management, retail trading, and BPO/consulting environments. In her most recent role, she worked remotely as a part-time bookkeeper and administrative support for a client in the Australian events industry through an outsourcing platform.

Her day-to-day responsibilities included managing a centralized inbox system to organize supplier and customer communications efficiently. She issued customer invoices and processed supplier bills, ensuring accuracy and timeliness. She handled payroll preparation and processing on both weekly and fortnightly schedules, making sure to account for special items such as bonuses and discretionary payments.

Jonalyn performed daily bank reconciliations across multiple Xero entities to maintain accurate financial records. She prepared manual journal entries for month-end adjustments, including prepayments and accruals, and generated aged payables and receivables reports on a weekly and monthly basis. She also produced cashflow forecasts, adjusting schedules weekly or twice monthly based on collections and spending patterns.

Her work required strong knowledge of Australian compliance requirements, including conducting monthly GST reconciliations for quarterly BAS lodgment. She regularly performed P&L and balance sheet analyses to support month-end closings and provide clear financial insights.

Additionally, she has experience with large-scale cleanup and reconciliation projects in previous outsourcing engagements, where she resolved multi-year backlogs of non-compliant accounts. Jonalyn holds a Bachelor of Science in Accountancy, which has provided a solid foundation for her extensive professional practice in bookkeeping and financial management.

1.     Career Highlights / Relevant Projects

• Successfully managed end-to-end bookkeeping functions for multiple clients in Australia:
• Cleaned up and reconciled three financial years of backlogged accounts.
• Processed payroll with varying schedules (weekly/fortnightly) while ensuring compliance with local statutory requirements (PAYG, Superannuation).
• Led quarterly BAS preparation, including GST reconciliations.
• Produced monthly financial reports (aged AP/AR, P&L, balance sheet) for management.
• Performed daily bank reconciliations and maintained accurate cashflow forecasts.
• Managed email communications and task delegation from a centralized inbox system.
• Assisted with admin tasks like preparing artist contracts and managing supplier/customer correspondence for the events industry.
• In prior roles at a property management-focused BPO, handled daily receipting, bank reconciliations, invoicing (AR/AP), and assisted with annual budgeting.
• Has experience supporting other industries like retail trading (SKU costing, promo analysis) and corporate services (financial analysis for project feasibility).

2.     Skill Proficiency + Tech / Software Proficiency 

Accounting/Bookkeeping Skills:

• End-to-end bookkeeping (AP/AR, payroll, BAS/GST, month-end close).
• Cashflow forecasting.
• Financial reporting and analysis.
• Account reconciliation and data cleanup.
• Journal entries and accruals.
• Email and calendar management.

Admin Support:

• Contract preparation.
• Supplier and customer communications.
• Centralized inbox management.

Software Proficiency:

• Xero (5+ years, primary platform).
• SAP (background experience).
• Sage, MYOB, QuickBooks (basic familiarity).
• Asana (for task management).
• Monday.com (used for project/task tracking with prior clients, including marketing budget analysis).
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Cirrus 8 (Australian property management system).
• Apparel Magic (basic knowledge).
• Salesforce (basic knowledge).

She can start immediately.

Predictive Index Behavioral Profile: Persuader

Strongest behavior:

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

Behavioral Summary:

• Jonalyn is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.
• Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

• John started his career as a Network Engineer in 2006.
• He eventually grew into the IT world where he handled multiple roles including IT Technical Account manager, I.T Desktop and Application Support, and a Technical Account Representative.
• He has the following certifications:
  • Avaya and Avaya OneX Training
  • Cisco and HP Switches
  • Microsoft Training and Seminar for BPO IT Professionals
• He has experience in Desktop/Hardware troubleshooting, Software/Application troubleshooting, Network Monitoring and Server Administration and Operation for Windows and Linux.
• He is ready to start immediately.

• 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.

John Michael is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

He is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

• Kimberly has been working for 14yrs as a Developer. He has a degree in Computer Science. He worked with different industries such as BPO, Software and manufacturing.
• He develops and implements automation scripts and API. He performs regular monitoring, troubleshooting, and debugging to identify and resolve issues promptly, minimizing downtime and optimizing application performance. He also maintained applications under PHP frameworks and content management systems. He participated in code reviews and provided valuable feedback to the team.
• He used the following:
  • PHP - 14 years
  • Laravel - 8 years
  • API - 3 to 5 years
  • AWS
  • GCP
  • Vue.js
  • CodeIgniter
  • Python
  • HTML
  • CSS
  • JavaScript
  • JQuery
  • GitHub
  • GitLab
• He is available after 2 weeks notice and is open for full time position.

• 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.
• 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.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Kimberly is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, He is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, He is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set he’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

• Telemarketing
• Customer Service
• Phone Support
• Outbound Calls
• Appointment Setting

• MS Word
• MS Excel
• CRM
• Inhouse dialer tool

• She has been promoted as a Team Manager after of 5 months being a top Sales Agent

• Data Mining
• Lead Qualifying
• People Management
• Team Management