Sherylyn Cruz

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Sherylyn Cruz

Bulacan, Philippines

Accomplishments

As a Client Engagement Coordinator in mortgage services, Sherylyn coordinates client outreach, follow-ups, and appointment scheduling, tracks loan file documentation, requests verification of employment, and keeps client records accurate while working with loan officers, clients, and third parties. Earlier, as an Export Sales Officer at Jeanology, Sherylyn introduced checklist-based document review to help reduce errors and improve compliance, building on years in customer care, technical support, and executive administration.

Stats

Experience: Client Engagement Coordinator, Mortgage Services; Financial Advisor, PruLife UK (2017 – 2019); Export Sales Officer, Jeanology, Inc. (2015 – 2016); Technical Support Specialist, Convergys Philippines (2014 – 2015); Assistant Sales Manager, Kitchen Beauty Marketing Corp. (2009 – 2012); Customer Care Agent (Equifax account), Site I Philippines Corporation (2008 – 2009); Executive Secretary & Marketing Assistant, Tyremart, Inc. (2000 – 2008) Specialties: Client engagement and follow-up; CRM and lead management; mortgage file coordination; document collection and review; data entry and record accuracy; customer service and issue resolution; email and phone communication; process compliance; reporting and workflow coordination Training: Virtual Assistant Apprenticeship Program, FHmoms, Inc.; TESDA NC II; The 7 Habits of Highly Effective People

Known for

Client engagement coordinator with 20+ years across client engagement, customer service, administrative support, sales operations, and technical support, now supporting mortgage operations with client follow-up, document collection, and CRM records.

Portfolio

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