JOSE V.
Mid-Level Operations and Bookkeeping Manager
Open to offersNew to PlatformAbout
Jose V. is an experienced Project Manager and Bookkeeper with a Bachelor of Science in Management Accounting from Xavier University - Ateneo de Cagayan. With a career spanning roles in the roofing, real estate, and healthcare recruitment industries, Jose V. has demonstrated proficiency in managing day-to-day operations, financial record-keeping, and project oversight. At Joint Forces Roofing, he managed roofing projects from initiation to completion, overseeing both field operations and meticulous bookkeeping using QuickBooks. In the real estate sector, he conducted cold calling, coordinated transactions, generated sales leads, and maintained client relations while handling comprehensive CRM updates. Jose V. is also skilled in executive assistance and supporting recruitment tasks, ensuring process optimization and accurate documentation.
Experience
Inside Sales / Transaction Coordinator
Greetings Virginia Sales Network · 2022 — 2025Generated leads with cold calling to prospect home buyers and sellers, set appointments, addressed client queries, and developed approaches to enhance customer service; maintained ongoing relationships with clients, onboarded new clients, managed CRM updates, and prepared documents such as contracts, tax reports, property reports, marketing videos, and related addendums for marketing presentations.Recruiter - End to End
CareLinx · 2021 — 2022Handled the recruitment process by calling caregiver applicants for interviews, assisting them with tasks such as completing courses, submitting background check forms, and finishing Care Plan Tasks, and tagging qualified candidates for endorsement to engagement managers.Operations & Project Manager | Bookkeeper
Joint Forces Roofing · 2020 — 2021Managed project operations and financial bookkeeping, overseeing the coordination between field activities and client communications while maintaining financial records and utilizing QuickBooks for accurate tracking.
Skills & Expertise
Education
- Bachelor of Science in Management AccountingXavier University - Ateneo de Cagayan · 2004 — 2010
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