Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Jaquelou ACEVIDA

Jaquelou ACEVIDA

Data, Learning And Controls Head
Makati City, Metro Manila

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience
4
4
years of post-secondary education

Work History

Data, Learning, and Controls Head

Bank Of The Philippine Islands
01.2024 - Current
  • Plans, organizes, reviews, and recommends key result areas, guiding policies, and procedures for department. This includes effectiveness and efficiency of all operations and compliance with Bank policies and procedures.
  • Formulates and/or acts as reviewer/approver of division programs, major initiatives/projects, operating procedures and performance metrics.
  • Uses performance reviews and leadership skills to analyze and identify training needs for department, teams and individuals. This includes use of training programs, career development and tracking, and evaluation of learning courses.
  • Prepares or reviews reports and analytics to provide business insight into performance and potential risk factors (i.e. over- or under valuated figures, outliers, or unusual data, etc.) of division.
  • Controls operational costs of department and monitors expense reports of division. This includes reviewing budget preparations and off-budget approvals for manpower headcount, capital expenditures, operational expenses, and other PCC-related financial controls; as well as maintaining updated PCC inventory and table of organization.
  • Handles final review of audit findings for department and conducts spot checking of implementation of committed action plans/ control measures to address issues cited by Internal and Credit and Policy Group (CPG) audits
  • Records and reports division-level meeting minutes as well as monitor department deliverables and specific action items.
  • Holds coordination meeting with various counterparts.
  • Perform other functions and duties that may be assigned from time to time.

Data, Learning, and Controls Officer

Bank Of The Philippine Islands
02.2023 - 12.2023
  • Develop projects and process improvements to help support the business goals and strategies of the division. This may involve creation or enhancement of systems, procedures & guidelines, operational workflows, or programs.
  • Promote and establish culture of innovation, collaboration, and healthy-disruptive thinking and sharing of ideas.
  • Create and execute learning strategies and program by designing and delivering e-trainings and reviews employee performance and learnings.
  • Prepare reports and analytics to provide business insight and deep dive analysis into the performance and potential risk factors (i.e. over- or under valuated figures, outliers, or unusual data, etc.) of division.
  • Control operational costs of department and monitor expense reports of the division. This includes consolidating budget preparations and off-budget approvals for manpower headcount, capital expenditures, operational expenses, and other PCC-related financial controls; as well as maintaining updated PCC inventory and table of organization.
  • Secure and update division wide documents such as secretary certificates, business continuity manuals, risk-related documents, audit reports, system access delegation and user confirmation, and HR-related information (e.g. VL deferment, staggered work schedule, etc.)
  • Record and report division-level meeting minutes as well as monitor department deliverables and specific action items.
  • Perform other functions and duties that may be assigned from time to time.

Outsource Management Officer

Bank Of The Philippine Islands
03.2022 - 01.2023
  • Manages collection and remedial activities for delinquent auto loan accounts over 61 days past-due.
  • Reviews, endorses, or approves proposals for waivers of penalties, repayment plans, endorsement to filing unit, and deferment of legal action based on delegated authority and limit.
  • Approves monetary transactions such as payment processing, referral of job orders to service providers, debit/credit advices, accounting tickets based on delegated authority and limit.
  • Approves non-monetary transactions such as file maintenance requests based on delegated authority and limit to update account records.
  • Reviews and signs external documents such as final demand letter, certifications and statements of account.
  • Prepares and presents weekly/monthly updates to managements.
  • Conducts coordination meetings with counterparts to discuss issues / concerns.
  • Evaluates service provider’s performance regularly.
  • Leads the negotiation for complex transactions – communicates with clients via communication platforms authorized by the Bank such as e-mail, phone, webex, or viber.
  • Reviews and endorses accounts for loan restructuring.
  • Ensures that inquiries and other service requests are properly attended to through timely monitoring and review of transactions/ reports.
  • Approves the endorsement of account for filing of appropriate legal action.
  • Prepare reports and analytics to provide business insight and deep dive analysis into the performance and potential risk factors.
  • Manages cost efficiency and net gain from use of service providers as well as operational expenses of the bank unit.
  • Performs other duties that may be assigned from time-to-time

Loans Review Officer

Bank Of The Philippine Islands
03.2020 - 02.2022
  • Oversees the whole operations unit and administratively monitors the overall fulfillment of turn-around time and committed targets.
  • Leads the implementation and monitoring of regular and accurate execution of bank policies and operating procedures/ initiatives.
  • Acts as checker and/or approver of booking and/or release of proceeds of retail and commercial loan transactions referred by Sales and approved thru the BFSB Front-end system; this includes the accuracy and completeness of the documentation and compliance with internal and credit policies.
  • Conducts and prepares Risk and Control Self-Assessment periodically and ensures that problems are addressed promptly.
  • Performs administrative matters like personnel training and management.
  • Contributes in the formulation and conduct or implementation of process changes, improvements and project initiatives for operational efficiency and reduced cost.
  • Sound monitoring of the budget and operating expenditures.
  • Supervises and checks compliance with regulatory requirements ex. On DST affixture of various loan documents, write off, regularization of audit findings etc.


Data, Learning, and Controls Staff

Bank Of The Philippine Islands
08.2013 - 02.2020
  • Support the Data, Learning, and Controls Officer in developing projects and process improvements by contributing research and ideas, providing, and soliciting feedback, and helping build/execute the assigned projects and tasks.
  • Implement and help monitor new/enhanced systems, procedures & guidelines, operational workflows, or programs designed by the department.
  • Promote and encourage a culture of innovation, collaboration, and healthy-disruptive thinking and sharing of ideas.
  • Conceptualize training materials, tutorials, instructions, and learning resources such as online modules and guides. This may also include test and review of created materials and maintaining a database of the materials.
  • Prepare regular MIS reports by identifying sources, collecting, and collating data, and organizing these into easy-to-understand, arranged, and relevant information for consumption of the division head and department officers.
  • Process expenditure requests and maintain documents for compliance with bank policies and auditing standards.
  • Assist the department in the administration part of the daily executive tasks such as preparing and scheduling meetings, handling unanswered and outgoing calls, receiving, and organizing documents for review, etc.
  • Perform other functions and duties that may be assigned from time to time.

Education

Bachelor of Science - Applied Mathematics Major in Actuarial Science

Polytechnic University of The Philippines
Santa Mesa, Metro Manila, Philippines
06.2009 - 05.2013

Skills

MS Office

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Accomplishments

  • Won in BPI Sustainable Innovations and Achievement (S.I.A) Awards as Best Social Project for BPI MyBahay which is the first of its kind among the Philippine commercial banks. This project aims to serve the down market of Housing Loans particularly lower-middle income segment.

Timeline

Data, Learning, and Controls Head

Bank Of The Philippine Islands
01.2024 - Current

Data, Learning, and Controls Officer

Bank Of The Philippine Islands
02.2023 - 12.2023

Outsource Management Officer

Bank Of The Philippine Islands
03.2022 - 01.2023

Loans Review Officer

Bank Of The Philippine Islands
03.2020 - 02.2022

Data, Learning, and Controls Staff

Bank Of The Philippine Islands
08.2013 - 02.2020

Bachelor of Science - Applied Mathematics Major in Actuarial Science

Polytechnic University of The Philippines
06.2009 - 05.2013

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Jaquelou ACEVIDAData, Learning And Controls Head