Jhoanna Del Rosario

Monitored loan files and leads through Bonzo CRM, Encompass, and NAF Hub, tracking status and following up on outstanding tasks and documents. Created and managed tasks based on file milestones and alerted the Loan Officer when a file needed attention.

Pulled data and performance statistics from Facebook Ads Manager and prepared daily and weekly sales and expense reports. Created payment links and maintained accurate lead dispositions in Keap.

Set up and scheduled email campaigns and automations using Keap and ActiveCampaign. Maintained accurate CRM records, organized digital files, and responded to client inquiries.

Processed loan applications for various clients, checking accuracy and completeness. Verified documents such as IDs and bank statements, and conducted credit investigations to confirm lead identity.

Managed CRM contacts, automations, campaigns, email marketing, and reporting across Keap, GoHighLevel, Kajabi, Pipedrive, and ActiveCampaign. Handled customer service and schedule coordination.

Handled payroll, parent inquiries, scheduling, and confidential student and staff records.

Opened and processed accounts in compliance with banking regulations and resolved client concerns.

Processed invoices, checks, and payroll disbursements, and supported audits.

Coordinated procurement, schedules, reports, and confidential documents.

Bachelor of Science in Commerce with a major in Management.

Completed the 4-Day Truck Dispatching Challenge in October 2026, covering load boards, rate calculations, and dispatch operations.