John Carlos A. Martinez
Antipolo City,Rizal
Summary
Results-driven management professional with a proven track record of optimizing team performance and driving business growth. Skilled in strategic planning, project management, and fostering collaborative environments. Known for adaptability and delivering consistent results in dynamic settings. Strong focus on leadership, problem-solving, and effective communication, ensuring success in any challenging work environment.
Overview
30
30
years of professional experience
Work History
Associate Manager - Operations Team Leader
JP Morgan Chase Bank NA
04.2014 - Current
- Developed comprehensive training programs for new hires, ultimately improving overall team performance and productivity.
- Increased team efficiency by implementing streamlined processes and workflows for project management.
- Championed change management efforts during organizational restructuring periods.
- Boosted employee engagement by facilitating regular team meetings that fostered open communication and collaboration among colleagues.
- Manage, coordinate and direct the daily operations of a unit of fifteen or more non-exempt staff members, assigning their work and setting workflow priorities, introducing them to new procedures and tracking their performance.
- Handle exception items, resolve complex issues, review and recommend system modifications and monitor daily business and quality review of processed accounts.
- Recommends human resources actions (hiring, salary actions, promotions, corrective action and termination), coordinates with management and other supervisors to resolve escalations and work on special projects.
Consumer Loan Support Supervisor
JP Morgan Chase Bank N.A.
05.2012 - 05.2014
- Manages the performance of assigned Consumer Loan Document Specialist to ensure strong business relationships are developed and maintained across all business dealings
- Provides leadership and support on both voice and non-voice functions performed by the specialist, providing direct feedback as necessary
- Manages and identify growth opportunities of subordinates to ensure the highest level of quality is maintained. Specific and appropriate action plans are taken to address opportunities.
- Coaches and provide guidance to specialists to improve professional and business awareness and be more effective in their tasks. This includes monthly, quarterly and annual performance discussions.
- Oversees handling of all disciplinary situations appropriately and in a timely manner together with proper documentation
- Performs escalations of business requirements to US counter parts to expedite the process
- Continuously administer programs and activities to expand the knowledge of the team regarding the program
- Manages the pipeline to ensure full utilization and efficiency of the workforce
- Actively participates in call calibrations and process improvement meetings to ensure consistency is practice across the business
- Perform HR related tasks such as off-boarding and case hearings
- Established clear performance expectations for the support team, resulting in improved accountability and measurable results.
- Analyzed performance metrics to identify areas for improvement and implement targeted strategies.
Predoc Central Review Team Department
JP Morgan Chase Bank N.A.
11.2009 - 04.2012
- Provides leadership, guidance, and support to a team of Loan Quality Analysts who perform quality reviews of all loans prior to funding in existing regional operational sites. Loan reviews are based upon pre-set criteria and is highly critical to the credit risk management of the bank.
- Responsible for meeting and exceeding company standards for productivity, quality, turn times and internal customer satisfaction.
- Sets Performance Plans to achieve monthly and annual goals based on business goals established by the US Manager.
- Developing the skills of subordinates through goal-setting, delegation, training, counseling, and performance management
- Have undergone and passed a certification process on all review types being performed by the quality analysts within a set timeline therefore considered as a subject matter expert for all quality reviews
Sales Manager
CitiFinancial Corporation
01.2007 - 12.2008
- Company Overview: (integrated into Citibank Savings Inc.)
- The position entails handling the sales agents of a branch that is composed of both field and telemarketing agents who have individual productivity targets that form the sales target of the branch
- Daily functions include: attendance check of agents; conducting daily sales huddles; checking the productivity MIS report; printing and filing of security violations report and doing client calls to companies and establishments to generate sales activities for the branch agents
- Monthly functions include: doing pay-out reviews; issuing sales performance letters to agencies; reviewing activation/deactivation of agent codes, conducting a physical inventory of marketing collaterals; deducting from agent pay-out due to house rules violations, and booth activity planning and audit
- The quarterly function is to conduct an agent performance review to determine whether an agent is fit to be retained or replaced.
Assistant Manager/Sales Officer
International Exchange Bank
07.2001 - 12.2006
- Responsible for acquiring new clients for the Main Office Branch both corporate and individual accounts that generate the main bulk of CA/SA funds for the branch
- Does a minimum of 3 field calls a day to prospective clients
- Responsible for handling and building relationships with a minimum of 10 growth accounts or existing clients of the branch and conducts at least once a month visits to them
- Assigned to update the mapping list of the branch’s trading area as needed usually on a yearly basis
- Makes the client history cards of all the prospective clients as well as the growth accounts that are part of the account portfolio being handled
- Tasked to cross sell the consumer loan products of the bank particularly the mortgage and auto financing to prospective and existing clients of the branch
- Plans at least 1 sales activity for prospect generation at least once a year
Field Sales Officer – Junior Officer
UnionBank of the Philippines
02.1998 - 06.2001
- Reported directly to a Field Sales Manager and was assigned to several branches in the Makati corporate area. Was assigned in the Perea, Amorsolo, Pasong Tamo and Main Office branches of UnionBank.
- Responsible for promoting newly launched products of the bank particularly the cash management services to prospective clients
- Participates in marketing activities and programs like product launches, sales blitz, road shows and conventions in order to acquire new accounts and promote the new products and services of the bank
Field Credit Investigator
Citytrust Bank Corporation merged to Bank of the Philippine Islands (BPI)
06.1995 - 01.1998
- Assigned to verify relevant information in the credit processing and approval of both auto and mortgage loan applications through field verifications
- Does trade receipt inspections in accredited car dealers and car appraisals when needed
Education
Bachelor of Science in Commerce - Business Management
San Beda University (formerly San Beda College)
Mendiola, Manila04-1995
Skills
- Strong analytical, problem solving and decision making skills
- Project management proficiency
- Effective communication and presentation skills
- Flexibility in dynamic environments
- Team coaching specialist
- Proven sales expertise in banking
- Operational efficiency management
- Team leadership
- Long-term planning
- Effective negotiation skills
Timeline
Associate Manager - Operations Team Leader
JP Morgan Chase Bank NA
04.2014 - Current
Consumer Loan Support Supervisor
JP Morgan Chase Bank N.A.
05.2012 - 05.2014
Predoc Central Review Team Department
JP Morgan Chase Bank N.A.
11.2009 - 04.2012
Sales Manager
CitiFinancial Corporation
01.2007 - 12.2008
Assistant Manager/Sales Officer
International Exchange Bank
07.2001 - 12.2006
Field Sales Officer – Junior Officer
UnionBank of the Philippines
02.1998 - 06.2001
Field Credit Investigator
Citytrust Bank Corporation merged to Bank of the Philippine Islands (BPI)
06.1995 - 01.1998
Bachelor of Science in Commerce - Business Management
San Beda University (formerly San Beda College)
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