Ronnie Jr Estelita

Conducted outbound calls to veterans and eligible prospects to introduce the VA Fresh Start Program, qualified leads, and transferred interested prospects to Loan Officers. Updated CRM/GHL records and handled customer inquiries and callback scheduling.

Managed technician scheduling and dispatch operations using Housecall Pro, coordinated with homeowners, technicians, vendors, and insurance representatives, and handled administrative workflows including email, documentation, CRM updates, and estimate coordination.

Represented the company in bidding processes and negotiations to secure project awards, and provided executive support including calendar management and meeting coordination.

Conducted appointment scheduling and patient follow-ups, verified insurance benefits via portals and phone systems, and maintained insurance data in CRM systems.

Assisted Mortgage and Loan Examiners in reviewing and verifying legal and loan documents for compliance, and delivered sales presentations to prospective clients.

Managed high-volume inbound and outbound customer interactions for technical support and service resolution, scheduled repair appointments, and handled escalated concerns.

Managed official communications and documentation for training courses, organized schedules and meetings via Google Calendar, and prepared administrative reports.

Bachelor of Science in Business Administration with a major in Financial Management, completed in 2016.