Leyte, Eastern Visayas, Philippines
Immigration & Client Support Specialist with almost 5 years of experience supporting a U.S.-based immigration law firm in remote client intake, appointment setting, leads management, CRM management, reporting, and administrative support. Experienced in handling high-volume client inquiries, qualifying immigration leads, scheduling paid consultations, and coordinating follow-ups while ensuring excellent client service and smooth workflow management. Skilled in maintaining accurate records, organizing documentation, managing calendars, and supporting clients throughout the immigration process. Strong background in administrative operations, document control, compliance, reporting, and client communication across email, phone, SMS, chat, and social media platforms. Proficient in HubSpot CRM, Google Workspace, Microsoft Excel, Aircall, and remote collaboration tools. Recognized for attention to detail, organization, professionalism, and the ability to work efficiently in fast-paced remote environments while maintaining high standards of accuracy and client satisfaction. Passionate about delivering reliable support, improving operational efficiency, and helping clients navigate important processes with confidence.
Conduct pre-sale screening and vet immigration leads to assess eligibility and readiness. • Manage inbound inquiries and perform structured follow-ups to increase consultation conversions. • Book and coordinate paid immigration consultations for new and returning clients. • Manage Client Managers’ calendars, ensuring balanced schedules with qualified new consultations and follow-up appointments. • Optimize booking flow to maintain consistent pipeline volume and maximize revenue opportunities. • Communicate with clients via email, phone, SMS, chat, and social media. • Route client concerns appropriately and provide after-care support. • Maintain accurate and up-to-date records in HubSpot CRM and internal systems. • Generate reports for sales, lead conversions, cancellations, and pipeline performance. • Assist marketing team in analyzing lead quality and campaign performance. • Create team performance trackers and payroll-related productivity reports. • Ensure 100% data accuracy across Google Sheets and CRM platforms.
Accepts & Validate Reservation * Collate & File buyer's documents * Handles Collections * Handles after sale concern/ customer service * Accepts & Facilitate Buyer's Request Form * Bank loan processing *Processing of Incentive & commission *Facilitates turn over & move in * Department process champion
Accepts & Validate Reservation * Collate & File buyer's documents * Handles Collections * Handles after sale concern/ customer service * Accepts & Facilitate Buyer's Request Form * Bank loan processing *Processing of Incentive & commission *Facilitates turn over & move in * Department process champion