Quality Specialist with 12 years of experience in financial services quality assurance field. Excellent skills in editing and proofreading. Outstanding analytical and conceptualization skills.
Overview
4
4
years of post-secondary education
17
17
years of professional experience
Work History
Data Researcher II/Quality Auditor
S&P Global Philippines, Inc.
Pasig, Metro Manila
04.2012 - 02.2021
Reviewed work instructions and production strategies to verify compliance with established standards.
Reviewed and resolved issues raised by clients for errors on transcripts.
Assist in proofing edited transcript to ensure highest quality of standard.
Editor
S&P Global Philippines, Inc.
03.2009 - 04.2012
Reviewed each transcript for grammar, spelling, punctuation, syntax, accuracy and compliance with quality standards.
Checked reference sources, like company filings and news articles, to verify dates, facts and statistics.
Mutual Funds Service Associate
Sykes Philippines
10.2007 - 09.2008
Answer complicated questions regarding mutual funds and certificates. Help financial advisors and clients with new business requirements. Assists clients on how to report taxes on the products. Set-up correction requests on transactions not processed correctly.
Facilitate money movement between and out of accounts. Assists in custodial transfers inquiries. Answers general questions regarding mutual funds performance, account values and sales charges.
Process problem correction cases, post sale validation, excess removals and recharacterizations.
Mutual Funds Transactions Representative
Ameriprise Financial
Sykes Asia Inc
Makati City
09.2006 - 09.2008
Fielded customer questions regarding their mutual fund accounts such as account balance, charges and fees.
Facilitate account deposits and withdrawals.
Updates customer information.
Project Specialist
YMCA of the Philippines - Special Projects
07.2003 - 02.2004
Write proposals for existing and planned programs, community Development work in project areas
Conduct Pre-Employment Orientation Seminars for prospective Overseas Filipino Workers
Assists in other trainings and seminars and in the administrative work of the department.
Field Coordinator
PH Domain Foundation
Ortigas Center
Pasig City
09.2001 - 04.2003
Handles all the project areas of the foundation with regards to training and all other aspects of the project.
Assists in administrative work.
Conduct trainings.
Education
Bachelor of Science - Social Work
University Of The Philippines
06.1997 - 03.2001
Skills
Proofreading/Editing
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Timeline
Data Researcher II/Quality Auditor
S&P Global Philippines, Inc.
04.2012 - 02.2021
Editor
S&P Global Philippines, Inc.
03.2009 - 04.2012
Mutual Funds Service Associate
Sykes Philippines
10.2007 - 09.2008
Mutual Funds Transactions Representative
Ameriprise Financial
Sykes Asia Inc
09.2006 - 09.2008
Project Specialist
YMCA of the Philippines - Special Projects
07.2003 - 02.2004
Field Coordinator
PH Domain Foundation
Ortigas Center
09.2001 - 04.2003
Bachelor of Science - Social Work
University Of The Philippines
06.1997 - 03.2001
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