Professional with robust background in client services. Demonstrates strong skills in managing client relationships, resolving issues efficiently, and delivering high-impact results. Known for effective team collaboration and adaptability to changing needs. Possesses problem-solving, and organizational skills, ensuring smooth operations and client satisfaction.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
Work History
Clients Service Associate
BDO Unibank Inc.
Naga, Province Of Camarines Sur, Philippines
11.2017 - Current
Provide high-quality customer service to clients, addressing inquiries related to banking products, services, and transactions.
Process a variety of financial transactions, ensuring accuracy and compliance with bank policies and regulations.
Customer Profiling & Customer Verification Process
Collaborate with various departments to ensure timely and accurate completion of tasks such as loan processing and document preparation.
Assist clients with loan applications, providing guidance on required documents and helping to gather necessary paperwork.
Maintain client records and ensure that account details are up-to-date, secure, and compliant with privacy regulations.
Review loan documentation and assist in preparing files for approval or rejection, ensuring that all requirements are met.
Assist with loan disbursement and ensure all conditions are met before processing the final approval.
Managing receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
<ul><li>Daikin Project (Electronics & Consumer Products)</li><li> Developed VILT content and presentations covering technical and non-technical topics.</li><li> Authored video summary scripts and WBT scripts.</li><li> Created assessment question banks and ensured adherence to client guidelines.</li><li> Managed client relationships and project timelines.</li><li> Content creation in English & Hindi. Content conversion from English to Hindi.</li><li>Hyundai Project (Automobile)</li><li> Designed digital training content and presentations for sales and service teams.</li><li> Optimized and restructured business presentations.</li><li> Worked closely with clients to meet requirements.</li><li>Sony Project (Electronics)</li><li> Created VILT presentations for service personnel training.</li><li> Developed online exams and assessments for training sessions.</li><li> Engaged with clients for effective presentation delivery.</li><li>Godrej GCPL VISTAAR Project (FMCG)</li><li> Developed English and Hindi video scripts for training videos.</li><li> Collaborated with SMEs, graphic designers, and audio artists to produce sales training content.</li></ul> at NIIT Ltd.<ul><li>Daikin Project (Electronics & Consumer Products)</li><li> Developed VILT content and presentations covering technical and non-technical topics.</li><li> Authored video summary scripts and WBT scripts.</li><li> Created assessment question banks and ensured adherence to client guidelines.</li><li> Managed client relationships and project timelines.</li><li> Content creation in English & Hindi. Content conversion from English to Hindi.</li><li>Hyundai Project (Automobile)</li><li> Designed digital training content and presentations for sales and service teams.</li><li> Optimized and restructured business presentations.</li><li> Worked closely with clients to meet requirements.</li><li>Sony Project (Electronics)</li><li> Created VILT presentations for service personnel training.</li><li> Developed online exams and assessments for training sessions.</li><li> Engaged with clients for effective presentation delivery.</li><li>Godrej GCPL VISTAAR Project (FMCG)</li><li> Developed English and Hindi video scripts for training videos.</li><li> Collaborated with SMEs, graphic designers, and audio artists to produce sales training content.</li></ul> at NIIT Ltd.
<ul>
<li>Operations Management Responsibilities:</li>
<li>Supervised a cross-functional team of over 40, including field technicians, logistics personnel, and customer service agents.</li>
<li>Developed and implemented SOPs that improved field installation efficiency by 30%.</li>
<li>Managed nationwide GPS device deployments for fleet clients, coordinating logistics, and resource allocation.</li>
<li>Maintained service-level agreements (SLAs) with clients, ensuring a 95%+ client satisfaction rate.</li>
<li>Monitored and managed the inventory of GPS tracking devices and installation equipment.</li>
<li>Generated and presented monthly operational performance reports to executive leadership.</li>
<li>IT Management Responsibilities:</li>
<li>Led the administration and technical maintenance of the Nsoroma GPS tracking platform (web and mobile).</li>
<li>Oversaw server infrastructure, software updates, and data security across internal systems.</li>
<li>Integrated third-party APIs into the company’s GPS platform for enhanced client reporting.</li>
<li>Provided tier-2 technical support for software and hardware issues, reducing resolution time by 40%.</li>
<li>Implemented cybersecurity protocols and backup solutions to secure client data.</li>
<li>Researched and deployed new GPS hardware models, reducing device failure rates by 25%.</li>
</ul> at NSOROMA GPS LTD<ul>
<li>Operations Management Responsibilities:</li>
<li>Supervised a cross-functional team of over 40, including field technicians, logistics personnel, and customer service agents.</li>
<li>Developed and implemented SOPs that improved field installation efficiency by 30%.</li>
<li>Managed nationwide GPS device deployments for fleet clients, coordinating logistics, and resource allocation.</li>
<li>Maintained service-level agreements (SLAs) with clients, ensuring a 95%+ client satisfaction rate.</li>
<li>Monitored and managed the inventory of GPS tracking devices and installation equipment.</li>
<li>Generated and presented monthly operational performance reports to executive leadership.</li>
<li>IT Management Responsibilities:</li>
<li>Led the administration and technical maintenance of the Nsoroma GPS tracking platform (web and mobile).</li>
<li>Oversaw server infrastructure, software updates, and data security across internal systems.</li>
<li>Integrated third-party APIs into the company’s GPS platform for enhanced client reporting.</li>
<li>Provided tier-2 technical support for software and hardware issues, reducing resolution time by 40%.</li>
<li>Implemented cybersecurity protocols and backup solutions to secure client data.</li>
<li>Researched and deployed new GPS hardware models, reducing device failure rates by 25%.</li>
</ul> at NSOROMA GPS LTD
<ul><li>Delivered beverage products to clients efficiently and on time across Chicago.</li><li>Performed barback duties: restocked liquor, prepped garnishes, managed kegs.</li><li>Bartended during events and shifts, ensuring safe alcohol service.</li><li>Bar porter responsibilities included maintaining cleanliness and supply levels.</li><li>Supervised the bar floor during major events to ensure coordination and guest satisfaction.</li><li>Communicated with clients and vendors during event execution.</li><li>Managed inventory, stock rotation, and order prep to ensure accuracy.</li></ul> at Oak View Group<ul><li>Delivered beverage products to clients efficiently and on time across Chicago.</li><li>Performed barback duties: restocked liquor, prepped garnishes, managed kegs.</li><li>Bartended during events and shifts, ensuring safe alcohol service.</li><li>Bar porter responsibilities included maintaining cleanliness and supply levels.</li><li>Supervised the bar floor during major events to ensure coordination and guest satisfaction.</li><li>Communicated with clients and vendors during event execution.</li><li>Managed inventory, stock rotation, and order prep to ensure accuracy.</li></ul> at Oak View Group
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA