Sachi Velasquez Email & Phone Number

North Sydney, New South Wales, Australia

New South Wales, Australia

• Initial assessment for all loan scenarios assigned by the brokers and identify lender options • Check serviceability of each loans assigned (servicing calculator)• Ordering Valuation Reports and Pricing Approval • Validating Equifax/CCR enquiries • Data encoding through VOWnet and Apply Online (AOL)• Navigating broker tools such as Core Logic, BrokerHub, CommBroker, NAB Broker and such

Taguig, National Capital Region, Philippines

Makati, National Capital Region, Philippines

(New Zealand Home Loans) Servicing Officer is an end-to-end settlement, customer service and discharge processes.

Makati, National Capital Region, Philippines

Macquarie Leasing• Assisting customers of Australian banking and financial services company focused on leasing. • Handled teams who assisted inbound client management, contract loan generation, outbound credit references and operations & maintenance of the contract.• Handling day to day operations activities and escalations• Ensuring all KPI goals are met and deliverables meet the deadline• Mentoring employees and developing them for their career growth• Knowledgeable about company's code of conduct• Making critical decisions and prioritazing business impact• Strategize business continuity plans and process improvement• Enhancing client relations and business presentations• Promoting work life balance

Makati, National Capital Region, Philippines

Macquarie Leasing• Assisted the team lead to allocate workloads accross the team• Daily intraday calls with the stakeholders for updates• Helping the team for process related questions• Flexible work allocation depending on the need or deadline

Makati, National Capital Region, Philippines

Macquarie Leasing• Knowledge about AU regulations and NCCP Act• Wide knowledge about loans focused on leasing car loans• Taking inbound calls to assist customers' query focused on contract maintenance such as updating details, document requests and contract specific details• Replying emails to support client's query (stated above)• Arranging payments and dishonours

Taguig, National Capital Region, Philippines

Previously known as C3/Customer Contact ChannelsHumana Pharmacy• Basic knowledge about US healthcare systems and regulations especially HIPAA• Sorting all urgent authorization forms to be processed ASAP• Checking if authorization met the requirement for approval• Handled high volume of items under pressure

Pasay, National Capital Region, Philippines

Endorsed to be L2 Customer Service Representative and focused on the following:• Assisting all L1 inquiries.• Checking the claims status filed by medical providers.• Processing and sending back claims to CRU.• Promoting positive CSAT.

Pasay, National Capital Region, Philippines

My first BPO experience was being a customer service representative for US Healthcare account with the following tasks:• Ensuring all callers are fully verified.• Knowledge about US healthcare systems and regulations especially HIPAA.• Assisting medical providers with their benefits and eligibility inquiries.• Promoting positive CSAT result.