
Lito Abrenica
@litoabrenica
GoHighLevel Virtual Assistant building CRM lead-management workflows, automated follow-ups, and Conversation AI demos.
What I'm looking for
On my GoHighLevel CRM & AI Automation demonstration project for 3G’s Foliar Philippines, I designed a sample lead-management process from inquiry capture through follow-up and customer retention. I configured contact capture, pipeline stages, lead routing, appointment reminders, and automated follow-up workflows.
I also developed Conversation AI FAQ and human-handoff scenarios for inquiries needing staff assistance. The project walkthrough explains the business challenges and automation flow; its outcomes are illustrative, not verified client results.
As an Account Officer at CARD Bank Inc., A Microfinance-Oriented Rural Bank, I processed loan applications, verified supporting documents, and maintained client records and KYC documentation. I tracked payments and collections, prepared operational reports, and used spreadsheets and the bank’s loan system to keep updates accurate.
Experience
Work history, roles, and key accomplishments
Account Officer
CARD Bank Inc.
Oct 2018 - Aug 2020 (1 year 10 months)
Processed loan applications, interviewed clients, verified supporting documents, and maintained accurate client records and KYC documentation. Tracked payments and collections, followed up with clients, and maintained timely updates in spreadsheets and the bank's loan system.
Education
Degrees, certifications, and relevant coursework
Partido State University
College Graduate
Completed college education at Partido State University in 2012.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Website
litoabrenica.netlify.appPortfolio
litoabrenica.netlify.appSalary expectations
Social media
Job categories
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