JOFHER AARON ALBINO
Business Development & Client Relations Specialist
Results-driven Lead Generation and Client Relations Specialist with experience spanning virtual assistance, customer service, appointment setting, business development, bookkeeping, and financial advisory. Recognized for strong communication, relationship-building, and problem-solving abilities across diverse client-facing and operational roles. Demonstrated success in lead generation, customer support, administrative coordination, and revenue-focused initiatives.
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Years experience
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Languages
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Skills
Work Experience
Virtual Assistant
LJ Agency - Credit Repair; Appointment Setting; B2B Lead Generation
2026 — PresentCurrent
- Supported credit repair, appointment setting, and B2B lead generation campaigns for LJ Agency, assisting both consumer credit clients and emerging businesses seeking financing solutions.
- Used credit repair platforms and related client management tools to assist with credit dispute workflows, including reviewing client credit information, organizing dispute details, tracking progress, and supporting documentation requirements.
- Worked with credit bureau-related information involving Equifax, TransUnion, and Experian, assisting clients through the basic steps of identifying inaccurate, unverifiable, outdated, or disputed credit items.
- Guided clients through credit repair support processes, including onboarding requirements, dispute preparation, follow-up reminders, document collection, progress tracking, and communication regarding next steps.
- Conducted appointment setting through outbound calls, follow-ups, and lead nurturing activities using Reliable PBX for call handling and ClickUp for task tracking, pipeline updates, reminders, and workflow coordination.
- Generated and qualified B2B leads for business financing services by engaging business owners and decision-makers regarding working capital, funding options, credit repair needs, and referral opportunities.
- Used platforms such as UpCentral, LendTracker, Google Sheets, and CRM-related tracking systems to organize leads, update prospect information, monitor outreach progress, and support financing referral campaigns.
- Performed cold calling and warm outreach to introduce credit repair and financing services, qualify prospects, schedule consultations, and maintain consistent follow-up with potential clients and referral partners.
- Maintained accurate records of client interactions, call outcomes, appointment status, document requirements, and lead pipeline movement to support both credit repair operations and business financing campaigns.
Customer Experience Executive
ProbeCx - Coles Online
Jan 2026 — May 2026
- Provided customer support to Australian customers of Coles Online, assisting with inquiries related to grocery orders, deliveries, product availability, substitutions, refunds, account concerns, and general service requests.
- Utilized multiple enterprise platforms including Salesforce and Citrix to access customer accounts, document interactions, manage cases, and coordinate resolutions across various operational functions.
- Managed delivery and logistics-related concerns involving both Coles-operated delivery fleets and partnered last-mile delivery providers, including Grab and DoorDash, ensuring accurate communication and timely issue resolution.
- Leveraged operational platforms such as Microlise, Ocado, and Nash to investigate delivery statuses, monitor order fulfillment progress, track driver activities, and provide customers with accurate delivery information.
- Handled customer concerns involving delayed deliveries, missing items, damaged products, incorrect orders, substitutions, and fulfillment discrepancies by coordinating with relevant operational teams.
- Collaborated closely with Fraud, Administration, and After-Sales teams regarding account security investigations, refund clarifications, payment concerns, account verification issues, and customer protection matters.
- Processed escalations and maintained detailed documentation of customer interactions, case histories, resolutions, and operational actions in accordance with account procedures and service quality standards.
- Recognized as Top Performer of the Circle and consistently commended by customers and clients for exceptional communication, professionalism, problem-solving ability, and customer experience delivery.
- Received an overseas employment opportunity from one of the clients for their law firm as a result of demonstrated service excellence, professionalism, and communication skills.
Financial Wealth Planner
FWD Life Insurance
Dec 2025 — PresentCurrent
- Conduct client consultations and financial planning sessions.
- Develop customized financial solutions based on client objectives.
- Generate new business opportunities through relationship-building and referrals.
- Present financial products and protection strategies to prospective clients.
- * Awarded Top Rookie Financial Advisor (February 2026)
- * Recognized as Top Recruiter (February 2026)
- * Hosted a branch-wide meeting presentation
- * Established professional relationships with entrepreneurs, senior executives, investors, and shareholders of prominent Philippine business organizations through financial advisory and networking engagements.
Customer Service Representative
Mezza Alorica - Dentrix
Aug 2025 — Nov 2025
- Developed comprehensive proficiency in Dentrix, the primary dental practice management platform used by dental offices for patient scheduling, treatment planning, charting, insurance processing, billing, and practice administration.
- Acquired working knowledge of dental office operations, including patient appointment scheduling, treatment records, patient profiles, account management, recall systems, treatment coordination, and front-desk workflow processes through extensive Dentrix training.
- Handled simulated and nesting-stage customer interactions involving appointment inquiries, patient account concerns, scheduling modifications, treatment-related information, insurance-related questions, and general practice support requests while adhering to account procedures and service standards.
- Demonstrated strong adaptability and product mastery during training by quickly navigating Dentrix modules, patient records, appointment calendars, treatment plans, ledger information, and practice management functions.
- Recognized by trainers and leadership for outstanding performance throughout training and nesting phases, consistently exhibiting strong communication skills, attention to detail, professionalism, and readiness for production responsibilities.
Service Crew; Crew Trainer
McDonald's Philippines (Golden Arches Development Corporation)
Apr 2023 — Aug 2025
- Delivered customer service to guests while maintaining McDonald's standards for quality, speed, and hospitality.
- Assisted in food preparation, order fulfillment, and daily restaurant operations in a fast-paced environment.
- Handled customer inquiries, requests, and concerns professionally to ensure positive customer experiences.
- Trained and mentored newly hired crew members on operational procedures, service standards, workplace safety, and team expectations.
- Supported inventory organization, workstation readiness, and adherence to company operating procedures.
- Collaborated with team members and management to maintain efficiency during peak operating hours.
- * Earned multiple recognitions, including Rising Star.
- * Selected to train and mentor newly hired crew members.
Co-owner
Piper Clo
Oct 2021 — PresentCurrent
- Conduct lead generation and direct customer engagement to promote products and strengthen customer relationships.
- Manage inventory, warehouse organization, procurement, and day-to-day operational requirements of the business.
- Perform market research and analysis through both fundamental and technical approaches to identify growth opportunities and consumer trends.
- Plan, coordinate, and participate in merchandising booths, pop-up events, and promotional activities across various locations and academic institutions throughout the region.
- Oversee booth installation, setup, logistics coordination, and operational execution during trade fairs, campus events, and commercial exhibitions.
- Engage directly with customers during events and activations, providing product information, addressing inquiries, and facilitating sales transactions.
- Collaborate with partners, organizers, and stakeholders to expand brand visibility and support business growth initiatives.
Bookkeeper; Executive Assistant
Jems and Jers Consumer Goods Trading
Jul 2021 — Nov 2025
- Processed invoices, financial statements, purchase records, inventory reports, and other financial documents to maintain accurate business records and support informed decision-making.
- Managed accounts receivable and payable, monitored collections and payments, and coordinated with customers and suppliers to ensure timely financial transactions.
- Performed executive and administrative support functions, including database management, documentation, scheduling, project coordination, and operational assistance.
- Maintained inventory records and monitored stock movement to support warehouse organization, procurement planning, and operational efficiency.
- Served as a point of contact for customer inquiries regarding products, services, orders, deliveries, and account-related concerns, ensuring prompt and professional resolution.
- Assisted in logistics and distribution activities, including scheduling deliveries, coordinating order fulfillment, and ensuring timely dispatch of products to customers.
- Personally handled deliveries and client servicing responsibilities when delegated, transporting products such as industrial and consumer-grade cooking oils to business clients while maintaining professional customer relations and ensuring service reliability.
Skills
Sales StrategyCRM SoftwareLead GenerationNegotiation SkillsCustomer EngagementMarket ResearchAccount ManagementPresentation SkillsTime ManagementProblem SolvingTeam CollaborationNetworkingBookkeepingData EntryAppointment SettingCold CallingCold Email OutreachB2B & B2C SalesProspect QualificationBusiness DevelopmentProject CoordinationFinancial ReportingFinancial Analysis
Education
Bachelor of Science in Business Administration, Financial Management
Pamantasan ng Lungsod ng Marikina
Certifications
Insurance Licensure Passer
Insurance Commission
Academic Excellence
Pamantasan ng Lungsod ng Marikina
Certificate of Recognition - Intercollegiate Financial Competition
Pamantasan ng Lungsod ng Marikina
With Honors
Sta. Elena High School
Certificate of Recognition - Journalism Prestige
Sto. Nino High School
Languages
English
Fluent
Filipino
Native
References available upon request.