Jerald L.

Jerald L. is a seasoned Referral Operations & Transaction Coordinator with a focus on managing complex relocation workflows, including Broker-to-Broker and OGL referrals. Adept with the eRelocation platform, Jerald excels in referral imports, duplicate validation, and compliance-based status management. His experience encompasses high-volume queue management and process accuracy to ensure seamless agent placements within SLA constraints. Previously serving as a Virtual Assistant at YLN, he handled task processes such as referral status management and reassignment processing. He has proficiency in the Broker Center for referral confirmation and agent synchronization, as well as leveraging the Leads Engine for digital and AST referral assignments. Jerald's skills in CRM systems and data accuracy further solidify his capabilities in referral management tasks. His technical expertise extends to IT support roles, having provided first-level hardware and software assistance. As a former Customer Associate at Conduent, Jerald ensured exceptional service handling inbound hotel reservation calls.