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ON N. — Junior Onboarding Support Analyst from Philippines

ON N.

Junior Onboarding Support Analyst

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Nelson H. is an experienced Client Onboarding & Support Analyst specializing in the real estate and financial services industries. At eXp Realty, he played a crucial role in helping new agents transition smoothly, offering support and guidance on essential systems and tools. He was responsible for managing communications, participating in Live Agent Startup Sessions, and ensuring seamless agent integration. Prior to his role at eXp Realty, he was an Onboarding Analyst where he handled the full transition process for new agents across various states, ensuring documentation accuracy and conducting team audits. Nelson's background also includes roles as an Appointment Setter at AmeriFirst Financial and an Account Resolution Specialist II at Wells Fargo Bank Philippines, where he managed outbound collections for overdrawn accounts. His leadership experience as a Resolution Supervisor/Team Lead at Valor Global involved supervising teams, handling escalations, and coordinating inter-departmental resolutions. Nelson is trained in Agile Project Management, including methodologies like Scrum and Kanban, and possesses inside sales expertise, further enhancing his capabilities in process coordination and customer success.

Experience

  • Onboarding Support, Analyst

    EXP Realty · 2023 — 2026
    Assisted new agents in transitioning smoothly upon activation at eXp Realty. Offered clear guidance on tools and systems while promptly responding to inquiries to ensure high-quality service. Managed COE chats for timely assistance and participated in Live Agent Startup Sessions to share key information. Directed agents to appropriate resources and collaborated with teammates using remote tools for projects and documents.
  • Onboarding Analyst

    EXP Realty · 2022 — 2023
    Oversaw the entire transition process for all new joining agents and completed onboarding for agents in designated states. Handled communication with agents to facilitate smooth transitions and reviewed files for accuracy and completeness. Conducted annual team audits in assigned states while managing document updates and responding to emails as required. Provided support to teams with necessary updates, builds, and removals, and processed Joining Grants and Letters of Intent as needed.
  • Appointment Setter

    Amerifirst Financial · 2022 — 2022
    Focused on lead generation, appointment setting, and conducting follow-ups to nurture leads.
  • Account Resolution Specialist II

    Wells Fargo Bank Philippines · 2017 — 2022
    Handled outbound collections for overdrawn checking accounts.
  • Resolution Supervisor/Team Lead

    Valor Global · 2011 — 2022
    Supervised and coached resolution specialists and customer service agents while managing escalated customer complaints and complex issues. Monitored team performance and ensured compliance with company policies and service standards. Provided training and feedback to enhance team performance, coordinated with other departments to address technical or billing concerns, and prepared reports on resolution trends and team results.

Skills & Expertise

Education

  • Care Giving | Basic Nursing
    Batangas State University

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