Jherson Ranili

Virtual Assistant

Homesourced Incorporated · Cebu

2021-08 - 2024-09

• Assisting Sales Rep to their needs about the solar proposals. • Designing Solar Proposal using Everbright/IGS Solar/Aurora Solar apps. • 3D Designing (Aurora Solar) • Assisting clients with their needs in any way we can. • Communicating with sales rep time to time about their appointments  Reviewing electrical plansets.  Creating revisions about the discrepancies of the designs/plansets.  Making accurate shade reports about the system.  Making sure that the electrical components, wires, model of panels, inverters, and batteries match the plansets.  Review RFP/RFQ requirements and ensure all requested documents, pricing, and technical details are complete and compliant before submission.  Prepare and organize proposal packages, including system design, cost breakdowns, scope of work, and supporting documentation.  Upload and submit required documents through lender portals (e.g., GoodLeap, EverBright, Mosaic, etc.) and monitor status updates.  Send contracts and financing documents via DocuSign, ensuring all required signatures and fields are properly completed.  Track DocuSign envelopes, follow up on pending signatures, and verify fully executed agreements are saved correctly.  Double-check uploaded documents in CRM systems (e.g., Salesforce) to confirm accuracy, completeness, and correct file naming.  Cross-verify customer information, pricing, financing terms, and system details across CRM, lender portals, and proposal documents.  Identify missing or incorrect documentation and coordinate with sales, design, or customers to resolve discrepancies.  Clear lender stipulations (“stips”) by gathering additional documentation and re-uploading required files promptly.  Maintain organized digital records to ensure audit readiness and compliance with company and lender requirements.

Transaction Support Specialist

Beehive BPO Corporation · Laguna

2025-04 - 2025-12

• Review contracts, utility bills, site plans, and compliance documents for accuracy and completeness • Coordinate with sales, design, permitting, and installation teams to gather missing or updated documents • Monitor project status and timelines to ensure smooth progression toward funding and installation • Maintain accurate records in CRM systems and internal trackers • Communicate professionally with lenders, installers, and sales representative to resolve issues or discrepancies • Perform quality checks to reduce funding delays, errors, or rejections • Support post-approval updates and funding confirmation processes • Create tickers for any discrepancies and resolve it in a timely manner.

Virtual Executive Assistant

Designers Agent Realty · Remote

2025-12 - 2026-01

• Provide direct administrative support to the company owner/broker • Manage emails, calendars, and appointments with clients, agents, and vendors • Draft and send professional emails, documents, and follow-ups on behalf of the executive • Assist with real estate transactions by organizing contracts, disclosures, and supporting documents • Coordinate listing information, showings, and client communications • Maintain digital filing systems and update internal trackers and spreadsheets • Handle data entry, research, and basic reporting tasks • Support day-to-day operations by taking on ad-hoc tasks as needed in a small-team setting • Communicate professionally with clients and third parties to ensure timely responses and smooth processes

Associate in Computer Technology

Saint Paul College Foundation Incorporated

2013-06 - 2016-03