Bernard "Bernz" Lopez
Business process expert with over 10 years of experience in customer care, sales, and operational excellence.
About Me
Results-driven Executive Virtual Assistant with over a decade of experience in business process outsourcing, customer care, and administrative support. I specialize in executive scheduling, team communication, workflow optimization, data analysis, and process improvement, leveraging Lean Six Sigma and Kaizen methodologies to drive operational efficiency.
Throughout my career, I've successfully managed high-level executive tasks, streamlined daily operations, and facilitated onboarding processes that contributed to workforce growth. My expertise extends to Shopify optimization, financial data analysis, and compliance management, ensuring that businesses operate smoothly and effectively.
Beyond work, I am an avid reader who derives joy from exploring fantastical worlds through manhwa, e-books, and fantasy articles.
Featured Projects
Showcasing my work in web development, documentation, and automation
Web Development Portfolio
Collection of web development projects including e-commerce, blockchain platforms, and decentralized applications built with modern technologies.
Process Documentation
Comprehensive documentation including preference guides and process documentation created using Notion's powerful organization tools.
Executive Travel Playbook
Comprehensive travel and location management system designed to streamline executive logistics, ensuring seamless, sophisticated, and strategic travel experiences.
Contract Creation
Professional contract templates and confidentiality agreements created for various business needs, ensuring legal compliance and clarity.
Meeting Tracker Automation
Automated meeting management system with Excel to Asana migration, featuring custom rules and status tracking for efficient meeting organization.
Calendar Conflict Detection
Automated calendar management system using Gumloop that detects scheduling conflicts, duplicate meetings, and overlapping events, with automated email notifications.
AI Assistant Research
Comprehensive research and documentation on implementing Perplexity AI for Executive Assistant roles, including use cases for service location, information summarization, event planning, and real-time data analysis.
Travel Calendar Management
Custom Google Sheets travel calendar system designed to provide comprehensive itinerary visualization for complex multi-destination trips, featuring detailed logistics coordination and timeline management.
Personality & Work Style
Professional assessments that highlight my strengths and work approach
DISC Style: Fact-Finder
Fact-finders bring a keen sense of quality control and detail orientation to projects
Like a detective, I work at the intersection of facts, logic, and intuition. I do my homework and come prepared with background knowledge and information. I appreciate it when others do the same.
Key Characteristics
- Driven by obtaining facts, data, and objective analysis of issues
- High degree of focus on the correct steps necessary to reach a project goal
- Supports attention and focus on quality of evidence and analytical thinking
- May spend too much time on analysis and create unintentional bottlenecks
Motivators
What drives my decisions and behaviors
Economic
Competitive spirit with focus on practical returns for time and energy
Power
Seeks positions of authority and roles that allow direction and control
Theoretical
Learns whatever needed to get the job done and then some
Aesthetic
Balances creative alternatives and practical approaches
Regulatory
Understands structure but not bound by another's idea if it doesn't work
Altruistic
Difficult to take advantage of and excels in areas of self-interest
Communication Tips
How to effectively communicate with me
Do
- Keep on task with the business agenda
- List pros and cons to suggestions you make
- Take your time; be precise and thorough
- Be accurate and realistic; don't overinflate ideas or results
- Approach issues in a straightforward, direct and factual way
Don't
- Be casual, informal, or loud
- Be vague about what's expected of the group
- Use someone else's opinion as evidence
- Use unreliable evidence or testimonials
- Rush the issues or the decision-making process
Work Experience
My professional journey and accomplishments
Executive Partner
ATHENA
- Manage scheduling, communications, and administrative tasks for executives, improving workflow efficiency by 20%.
- Implemented organizational systems that enhanced task prioritization and time management.
- Executed complete Shopify setup, including domain purchase and configuration.
- Monitored and analyzed the financial health of the business, providing critical insights.
- Achieved a 90% success rate in rapidly learning and implementing new tools.
- Facilitated the onboarding of new employees, contributing to a 40% increase in company workforce.
- Streamlined processes by creating different playbooks and SOPs.
Team Lead - Data Migration
VIRTUAL STAFFING SOLUTION OPC
- Led a team of data migration specialists, ensuring project deliverables and deadlines were met.
- Migrated and validated data across platforms with 99% accuracy, ensuring seamless transitions for clients.
- Collaborated with cross-functional teams to develop data management strategies, reducing errors by 15%.
- Consistently delivered correction feedback to business clients promptly and on schedule.
Lead - Customer Experience Specialist
SUTHERLAND PHILIPPINES
- Spearheaded quality initiatives, improving CSAT scores by 10%.
- Conducted detailed analysis and presented KPI reports, influencing strategic decisions in client meetings.
- Initiated and led a Continuous Improvement Plan for a key program, resulting in sustained customer satisfaction levels.
- Conducted audits on 60 calls daily, providing an average of 10 targeted feedback sessions per day.
- Dramatically improved quality scores, increasing the passing rate from 60% to an impressive 85%.
Inbound Customer Service Representative
SUTHERLAND PHILIPPINES
- Resolved customer inquiries with a 95% satisfaction rate, exceeding team benchmarks.
- Provided exceptional customer service and technical support to clients.
Skills & Expertise
Professional tools and capabilities
Productivity
Design & Media
Web & Development
Communication & AI
Certifications
Professional qualifications and achievements
Lean Six Sigma Yellow Belt
Completed a 20-hour training on Lean Six Sigma at a Yellow Belt level and demonstrated capability in this body of knowledge.
Lean Six Sigma Green Belt
Completed a 60-hour training on Lean Six Sigma at a Green Belt level and demonstrated proficiency in this body of knowledge.
Lean Six Sigma White Belt
Completed a 4-hour training on Lean Six Sigma at a White Belt level and demonstrated capability in this body of knowledge.
Client Testimonials
What people say about working with me
D. Robichaud
Former Client
"Bernard has consistently demonstrated outstanding accountability, meticulous attention to detail, and remarkable skill in developing and implementing effective processes. His proficiency in leveraging AI to automate tasks has significantly increased our operational efficiency. He has an exceptional ability to anticipate needs and act proactively, even when provided with limited initial guidance. His resourcefulness and positive attitude have consistently made him a reliable asset to our operations."
T. Gordon
Former Client
"You're an incredibly kind and hardworking person, and you always have a great attitude of trying and figuring things out even if they're new."
J. Baggs
Former Client
"Your support has been really invaluable, and I really appreciate all the times you have worked late to get things over the line! We've truly appreciated your dedication and professionalism."
C. Everson
Client
"I think that you've jumped in and are making a huge difference. Your work pace and how much you get done really stand out. I work in a very fast way, and you seem to match that energy, which makes us a really good fit. In the past, it's been difficult when people get overwhelmed by everything coming at them, but you stay focused and knock things down—which is great. Hopefully it's fun and interesting because my life is a little crazy!"
C. Everson
Client
"It's starting off to be a really great partnership, and I'm really happy about it—I hope you are too. Please continue to give feedback and ask questions, and I'll do the same. I know you joined during one of the crazier times with both work and personal matters going on, but I'm hopeful it calms down soon for you."
T. Gordon
Former Client
"Your quick responses and adaptability to different tasks have been greatly appreciated — you've tackled so many different things despite never having tried them before!"
T. Gordon
Former Client
"You throw yourself into challenges, you are positive and everyone enjoys working with you. You've been a tremendous asset, and I'm confident that your talents will lead you to great opportunities in the future."
These testimonials reflect the quality of my work and commitment to client satisfaction
Get in Touch
Have a question or want to work together? Send me a message!