Scratch Financial
Remote
Quality Assurance Specialist
Deliverables include monitoring 1 call for each agent from a 35-agent team and providing virtual coaching logs for any markdowns or areas for improvement. Join Operations and Support tea
Skills: Coaching · Quality Assurance
Homebased staff
Collections Agent
Apr 2020 - Apr 2022 · 2 yrs 1 mo
Performed outbound calls to delinquent customers to assist them with bringing their account to current status.
Assistant Project ManagerCalifornia Concierge · Seasonal
Assistant Project ManagerCalifornia Concierge · SeasonalAug 2022 - Jan 2023 · 6 mosAug 2022 - Jan 2023 · 6 mosRemote · RemoteRemote · Remote<svg xmlns="
PayPal Philippines
Full-time
Customer Service Teammate
Jan 2021 - Oct 2022 · 1 yr 10 mos
Philippines
Take incoming calls and messages through chat to assist customers with their concerns and issues. Very knowledgeable with technical know-how and skilled with knowing how to gauge communication styles of customers and adjusting responses according to their styles to meet their overall satisfactory of the service.
Australia and New Zealand Banking Group Limited (ANZ)
Full-time · 6 yrs 4 mos
Production Lead Level: Client Services Officer
Mar 2016 - Jan 2020 · 3 yrs 11 mos
Client Service Officer:
-Handled processes for Singapore, Papua New Guinea, Hong Kong, India and the Philippines all at the same time
-SME and trainer for Singapore, Philippine and Papua New Guinea processes
-Trade-related banking function-trained
-Specialized in International Money Transfer enquiries (SWIFT) and local remittances (RTGS and ACH payments)
-Expert in Account maintenance enquiries
KYC Client Onboarding (PH branch)
-Helped in reviewing onboarding documents and confirm if documents are acceptable based on the global MLRO guideline of the bank and regulation of BSP
-Ensure due dilligence web search is completed and sighted evidence to Static Data team
-Kept track of the progress, informing clients via phone call or
Process and Trainer:
-Conducted new-hire and performance coaching and provided timely feedback to new officers in the team to ensure proper onboarding within the team
Kaizen Champion:
-Helped all officers to complete their projects and initiatives
-Assisted the management team to meet minimum required initiative per staff
-Scheduled meetings with RAD (Automation) team and Business Excellence team to ensure necessary support is obtained from them
-Received multiple awards for this contribution including the Regional Star Performer Award
Volunteering Stream POC
-Point of Contact for any Volunteering activity inquiry for the whole Institutional space
-Helped manage volunteering activities for 3-consecutive years.
-Collaborated with Finance team for budget approvals
-Contacted various external charitable institutions for possible partnership
-Collaborated with Team Leads and Managers on a monthly basis for the volunteering completion for every team
-Ensured that Institutional department is on a green status for Volunteering (100%) every end of Financial Year
Trainings:
Agile
Coaching for Performance
A3 Training
International Support Officer and Senior Officer Intern
Oct 2013 - Mar 2016 · 2 yrs 6 mos
Makati
INTERNATIONAL SUPPORT OFFICER:
Assisted AU retail clients and branch staff with their International-related enquiries.
These international-related enquiries includes:
International Money Transfer
International Drafts
Investigation cases of International remittances
Correspondent Bank enquiries
Basic Payments walk-through
Job role includes collaboration with relevant teams, such as, Payments Processing, Investigations team, Cheque clearings and Branch staff and managers. A thorough knowledge of end-to-end bank procedure is a must.
Exemplified Integrity, Collaboration and Accoutability on all cases handled - Phone calls or
SENIOR OFFICER INTERN:
I also became one of the Senior Officer program Interns wherein I managed daily, weekly and monthly team and operational reportings. Joined the weekly operational meetings with various managers and heads in the Payments and Cash Operations team to present team standings.
Training:
SWIFT Introduction
Convergys Philippines
4 yrs 4 mos
Quality Evaluator
Aug 2012 - Aug 2013 · 1 yr 1 mo
Job role was to evaluate 5 calls each month of hundreds of Credit card Collection agents from a high-end US shopping centre.
Helped set quality operational goals and provided quality reports to Operation team leaders and Managers to ensure 100% compliance on quality SLA provided by Stakeholders.
Ensured timely coaching are provided to all agents to assist team leaders and managers achieve their Quality goals.Job role was to evaluate 5 calls each month of hundreds of Credit card Collection agents from a high-end US shopping centre. Helped set quality operational goals and provided quality reports to Operation team leaders and Managers to ensure 100% compliance on quality SLA provided by Stakeholders. Ensured timely coaching are provided to all agents to assist team leaders and managers achieve their Quality goals.
Collections Agent
May 2009 - Aug 2012 · 3 yrs 4 mos
Nuvali, Sta. Rosa, Laguna
Responsible in taking Inbound phone calls and doing Outbound phone calls if necessary.
Handled Car Loan collections and Tier 1 and 2 Credit Collections. Has a strong Financial/Collection background.
Strong Customer Service background.
Experience: 5 - 10 years
I am a professional who specializes in Customer Service for both Retail and Commercial (Institutional) clients. With strong background in the banking industry – SWIFT trained, handled Banking Trade processes - and have years of Collections-related experience. I am also a firm believer of process improvements and was a department Kaizen champ who is highly collaborative to ensure resources and support is obtained until the implementation, testing and success of any project. I am confident that I can add value and can contribute to the growth of the company.
Experience: 5 - 10 years
Efficient in Reporting, formula, Pivot, File linking
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