WORK EXPERIENCE
Fund Accounting Specialist
JP MORGAN CHASE & Co.
Managed to timely and accurately deliver Net Asset Value (NAV) in a daily and monthly basis for Clients who have outsourced their Fund Accounting to JPM - Reduced client escalation/complaints and productivity increased drastically. Designed a process in reviewing raw data and reconciliations prepared by other team members and promptly researching and correcting any variances. - Cut- down a high percentage error rate.
Senior Implementation Specialist
JP MORGAN CHASE & CO.
Captured plenty of possible fraudulent activities through troubleshooting/simulating customer’s account on their cash reporting statement. Enhanced process for a high risk transaction of wire limit payment.
Investigate and check accounts setup including its currency, account name, routing number or swift and its entitlements on the system.
Structured a procedure in reviewing customer’s Electronic Statement issues. Trained and mentored new member of the team about company policies and business procedures.
Successfully managed a team of 12 as POC.
Reports Analyst/Admin to the Operations Director
SITEL PHILIPPINES
Performed a broad range of administrative functions in support of NZ Telecom campaign employing 300 customer service representatives.
Successfully pioneered and lead a team of 10 individuals representing from different line of business, directed them to collect employees' issues towards mgt in a monthly basis. Was able to attend 70% of them and achieved a clear and open communication within all levels of organization.
Formulated a tracker/database consisting employee records. Shared it to all managers. Made employee data mgt. more efficient.
Facilitate and organize training materials and schedule for the new hire. Coordinate with related departments on fixing login access and/or any issues during training, incubation and in production for new hires.
Real Time Analyst
SITEL PHILIPPINES
Improved operations database for master roster including usernames/IDs.
Consolidated computerized collection and tracking of relevant data.
Monitor all agents’ phone activities and to make sure they adhere to their given break schedules.
Responsible in moving and optimizing break schedules and offline activities.
Customer Service Representative
SITEL PHILIPPINES
Answer and educate customer inquiries about their Capital One Credit Account. Sell the company’s additional products and services. (credit card added feature).
Customer Service Representative
CONTACTPOINT OUTSOURCE SERVICES
Handle all customer inquiries about their Yellow Pages Online Directory Account. Sell the company’s additional products and services
Passionate in getting the job done on time and with great quality.
I worked with Financial Industry and Business Process Outsourcing for more than 10 years of experience. With financial expertise under investment banking, fund accounting, client relationship, client funds management. Also, performed challenging functions including administration, scheduling and customer service.