IVAN CLAIRE VILLANEZA
DAVAO CITY
Summary
Seasoned professional with extensive experience in customer relationship management and financial operations at China Banking Corporation. Skilled in data analysis, problem resolution, and ensuring confidentiality in financial dealings. Proven ability to promote customer satisfaction and streamline financial processes through effective problem-solving. Adaptable and committed to driving operational success in fast-paced environments.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Independent Contractor/Freelancer
Appen
11.2018 - Current
- Ensured compliance of annotated text with established annotation guidelines.
- Conducted real-time audits of images, videos and audio for compliance.
- Produced transcripts from concise audio files.
- Identify pertinent ads using strategic organic media movements.
- Evaluated main objectives of websites and apps to determine alignment with specific topic categories.
Customer Relations Assistant
China Banking Corporation
12.2017 - 12.2022
- Handled sensitive financial information with confidentiality and integrity.
- Streamlined account management and service delivery, leading to increased customer satisfaction.
- Managed operations related to the opening, closing, and modification processes for diverse accounts.
- Cross-sold diverse bank products and services.
- Successfully enhanced branch operations by training new employees on customer relations and banking procedures.
- Promoted high customer satisfaction by resolving problems with knowledgeable, and friendly service.
Branch Operations Assistant 2
China Banking Corporation
08.2012 - 12.2017
- Conducted training for branch clearing and accounting procedures.
- Maintained precision in verifying the full scope of branch transactions daily.
- Effectively managed account transactions, and resolved discrepancies for improved financial accuracy.
- In charge of disbursement operations of the branch.
- Coordinated acquisitions with vendors for branch requisitions.
- Efficiently handled the check processing workflow on a daily basis.
- Resolves fundamental computer issues.
- Reconciled, processed, and catered to all ATM transactions and discrepancies daily.
- Assisted with setup for social events and food deliveries.
Accounting Associate 2
LTS Pinnacle Holdings, Incorporated
06.2009 - 03.2012
- Proactively identified and corrected non-moving transactions to improve financial reporting accuracy.
- Prepared comprehensive schedules for tracking over 65,000 monthly accounts payable and receivable transactions.
- Reviewed key documents for bank reconciliation.
- Led the creation of an efficient archiving system, optimizing document retrieval and storage.
Branch Bookkeeper
Duratrak Corporation/ Toyota Davao City Incorporated
06.2008 - 03.2009
- Identified recording discrepancies in monthly petty cash reports forwarded by branch.
- Orchestrate preparation and readiness of merchandise and purchase orders.
- Maintained precise records of incoming and outgoing motorcycle inventory.
- Conducted branch audits during regular visits on a timely basis.
- Managed resolution of outstanding and unreconciled transactions effectively.
Education
Bachelor of Science in Commerce - Management Accounting
The University of Mindanao
03.2008
Skills
- Adaptability
- Customer Service Excellence
- Team Leadership
- Financial reconciliation
- Operational efficiency
- Attention to detail
- Confidential information handling
- Critical thinking
- Problem solving
- Proficient in QuickBooks Online
- Knowledge in funnel building
Certification
- Certified QuickBooks Online Advisor
Timeline
Independent Contractor/Freelancer
Appen
11.2018 - Current
Customer Relations Assistant
China Banking Corporation
12.2017 - 12.2022
Branch Operations Assistant 2
China Banking Corporation
08.2012 - 12.2017
Accounting Associate 2
LTS Pinnacle Holdings, Incorporated
06.2009 - 03.2012
Branch Bookkeeper
Duratrak Corporation/ Toyota Davao City Incorporated
06.2008 - 03.2009
Bachelor of Science in Commerce - Management Accounting
The University of Mindanao
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