Jeramie P.
Mid-Level Virtual Assistant
Open to offersNew to PlatformAbout
Jeramie P. is a Virtual Assistant with over 10 years of experience supporting U.S.-based clients in the financial services and legal industries. At Wells Fargo, as an Associate Customer Service Representative and Escalations Representative / Collector II, Jeramie excelled in managing high-volume customer support, dispute resolution, and maintaining strict SLA & compliance adherence through regulatory review and risk classification. In the legal sector with Legal Help Support, Jeramie oversaw case file management using Clio platforms, handled client communications, and supported calendar coordination and billing processes. Jeramie is recognized for precise CRM documentation & case management and demonstrated diligence in audit-ready reporting within fast-paced, compliance-driven work environments.
Experience
Associate Customer Service Representative
Wells Fargo · 2025 — 2025Provided support for inquiries related to financial products via phone while adhering to company policies. Accessed various internal systems for accurate information retrieval and efficient issue resolution. Delivered solution-oriented customer service in a dynamic environment.Legal Virtual Assistant
Legal Help Support · 2024 — 2025Oversaw case files and monitored deadlines utilizing Clio Grow and Clio Manage. Interacted with clients through email and phone to collect necessary information and offer updates. Managed calendars, coordinated appointment scheduling, and ensured organized digital records. Supported billing procedures and tracking of accounts receivable.Escalations Representative / Collector II
Wells Fargo · 2015 — 2024Oversaw a high-volume portfolio of consumer disputes related to credit bureau reporting, corrections, and compliance assessments. Conducted thorough investigations of complex account issues, collaborating with internal teams to ensure timely resolutions. Recorded all customer interactions in CRM systems with a focus on audit-ready documentation. Evaluated complaints for regulatory risk indicators, ensuring compliance with policies and legal standards. Maintained adherence to SLA and minimized repeat escalations through meticulous case management.
Skills & Expertise
Education
- Bachelor in JournalismPolytechnic University of the Philippines, Manila · — — 2004
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