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Jude Raymond Regalado
Open To Work

Jude Raymond Regalado

Customer Service Associate Manager
San Carlos City,NIR

Work Preference

Job Search Status

Open to work

Desired Job Title

ManagerBookkeeperAnalystConsultantCompliance Coordinator

Work Type

Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work

Location Preference

Remote

Summary

I help businesses improve operational efficiency, customer experience, & financial accuracy by combining over 19 years of leadership experience in multinational banking institutions with formal accounting knowledge & traditional bookkeeping expertise. With recent certifications in QuickBooks Online, Xero Advisor, Fundamentals of Accounting; I provide a unique blend of customer service leadership, process improvement, compliance, & financial management.

My background includes leading large teams, driving operational excellence, managing regulatory compliance, improving customer satisfaction, and implementing technology-driven solutions. Leveraging platforms such as QuickBooks, Xero, UiPath, NICE, Nexidia, Verint, Qualtrics, Intradiem, GHL, Medallia, & Claude. I help organizations streamline workflows, maintain accurate financial records, optimize processes, & make informed business decisions.

I bring a customer-focused, analytical, & solutions-oriented approach that enables businesses to strengthen operations, improve performance, & achieve sustainable growth.

Overview

3
3
Languages
21
21
years of professional experience
3
3
Certificates

Work History

AI Training & Data Development Consultant

Micro1
10.2026 - Current

• On a freelance and remote work arrangement, I develop structured, high-quality data for AI model training, annotated and evaluated data based on established criteria, ensured accuracy and consistency according to project guidelines and quality standards. Through human judgment, critical thinking, and structured feedback, I contribute to the continuous training, evaluation, and improvement of AI systems, helping enhance their reliability and overall performance.
• Develops consultative recommendations for workflow improvements, implementation planning, and service optimization.
• Advised cross-functional teams on product strategy, delivery priorities, and implementation risks

Bookkeeper

ARDA Store
San Carlos City, NIR
01.2010 - Current

• Serves as a traditional bookkeeper in our family's store and merchandising business.
• Processed invoices, payments, and receipts while preserving organized transaction records.
• Monitored accounts payable and accounts receivable to support steady cash flow.
• Prepared bank reconciliations and resolved discrepancies promptly.
• Maintained accurate general ledger records and reconciled accounts for clean financial reporting.
• Processed accounts payable and receivable, ensuring timely invoice coding and payment tracking.

Customer Service Associate Manager, Senior AVP

Wells Fargo
11.2021 - 06.2026
  • Elevated customer satisfaction by efficiently addressing inquiries and resolving issues.
  • Collaborated with team members to achieve monthly goals and enhance operational efficiency.
  • Streamlined order processing for accuracy and efficiency, facilitating prompt delivery of products or services to customers.
  • Trained new associates on company policies and procedures to foster a positive work culture.
  • Streamlined order processing to ensure accuracy and facilitate timely delivery of products or services.
  • Maximized team performance and efficiency via implementation of operational best practices.
  • Worked alongside team members to attain monthly goals and improve operational efficiency.
  • Streamlined customer support by establishing collaborative service environments through targeted operational strategies.
  • Executed process enhancements that optimized service delivery and minimized response times.
  • Guided new associates through company policies and procedures, promoting a positive work culture.
  • Guided new personnel in understanding company operations policies and services.
  • Cultivated extensive product knowledge to deliver precise information to customers.
  • Supported establishment of new customer service protocols improving overall performance metrics.
  • Elevated efficiency within workplace via introduction of effective organizational techniques for coordinating daily responsibilities.
  • Executed transactions with precision, ensuring adherence to company policies and procedures.
  • Maintained regulatory compliance by implementing established procedures for AML.

Research and Remediation Senior Supervisor

Wells Fargo
11.2019 - 11.2021
  • Performed meticulous quality assurance evaluations upholding superior standards of output across all deliverables.
  • Guided team of supervisors in boosting operational efficiency and improving service delivery.
  • Secured on-time project delivery by employing effective scheduling and task prioritization according to urgency and significance.
  • Championed successful integration of new software systems, decreasing interruptions during transition periods while optimizing benefits obtained post-implementation.
  • streamlined operations by delegating tasks and establishing clear performance expectations.
  • Orchestrated process optimizations in response to recognized inefficiencies, resulting in improved organizational performance.
  • elevated employee morale through recognition initiatives that acknowledged individual contributions.
  • Enhanced customer satisfaction levels via regular training sessions emphasizing effective communication skills and comprehensive product knowledge.
  • guided supervisors to enhance operational efficiency and service delivery.
  • Complied with the regulatory timelines for the completion of research and remediation amongst the credit bureau while ensuring accuracy of credit reporting.

Customer Service Senior Supervisor

Wells Fargo
08.2014 - 11.2019
  • Handled escalated customer complaints with empathy and professionalism, resolving issues quickly while maintaining positive relationships with clients.
  • Developed comprehensive reports on team performance, identifying improvement areas and recommending actionable solutions.
  • Created comprehensive reports on team performance, highlighting areas for improvement and recommending actionable solutions.
  • Reduced employee turnover by creating a supportive work environment that encouraged open communication and collaboration among team members.
  • Collaborated with other departments to streamline processes, enhancing customer experience and reducing response times.
  • Analyzed customer feedback and data to identify trends, implementing changes that led to improved customer retention rates.
  • Championed innovative problem-solving approaches, leading to more effective resolutions for customer issues.
  • Resolved escalated customer complaints with empathy and professionalism, maintaining positive client relationships through quick issue resolution.
  • Mentored junior supervisors and provided guidance on effective management techniques, fostering professional growth among staff members.
  • Accommodated unusual customer requests by adjusting standard procedures.
  • Led operational workflows to enhance efficiency and ensure compliance with financial regulations.
  • Coordinated cross-functional teams to drive strategic initiatives aligned with corporate objectives.
  • Analyzed performance metrics to identify trends and inform decision-making processes.
  • Implemented process improvements resulting in streamlined operations and reduced turnaround times.
  • Adhered to enhanced customer due diligence protocols to ensure compliance to regulatory guidelines and AML procedures.

Customer Service Team Leader

Wells Fargo
07.2012 - 08.2014
  • Achieved high levels of customer satisfaction with timely problem resolution and effective communication.
  • Contributed to the development of policies and procedures that enhanced the overall customer experience.
  • Leveraged data-driven insights to identify patterns in customer inquiries, enabling proactive process improvements.
  • Implemented quality assurance measures to maintain consistency in customer interactions and service delivery.
  • Facilitated regular team meetings to address progress and challenges, fostering a culture of continuous improvement.
  • Reviewed individual performance metrics, providing constructive feedback and coaching to enhance team performance.
  • Facilitated regular team meetings to discuss progress, challenges, and areas for improvement.
  • Promoted open communication channels among team members to align on shared goals and objectives.
  • Mentored new hires, providing guidance to ensure their successful integration into the team.

Customer Service Executive

Wells Fargo
11.2011 - 07.2012
  • Developed strategies for managing challenging situations, leading to positive customer experiences and enhanced organizational reputation.
  • Expertly navigated escalating situations, leading to resolutions that satisfied both clients' needs while adhering to company policies.
  • Implemented protocols that streamlined team operations and ensured consistent service delivery.
  • Developed effective strategies for managing challenging situations, resulting in positive outcomes for both customers and the organization.
  • Drove process improvements aimed at increasing operational efficiency and reducing wait times for customers.
  • Implemented new protocols to optimize team performance and deliver consistent results.
  • Monitored performance indicators to drive continuous improvements in service quality.
  • Assisted in training new staff on service protocols and company policies to enhance team performance.
  • Monitored key performance indicators to ensure continuous improvement in service quality.

Dispute Resolution Coordinator

HSBC
11.2010 - 11.2011
  • Reduced the number of escalated disputes by proactively addressing issues before they became critical.
  • Reduced escalated disputes through proactive issue resolution before escalation.
  • Managed a high volume of dispute cases for successful resolution within designated timeframes.
  • Implemented technological tools to streamline workflows and enhance team efficiency.
  • Conducted thorough research on each case, resulting in well-informed decisions and fast resolutions.
  • Collaborated with cross-functional teams to identify areas for improvement in dispute resolution procedures.
  • Enhanced team productivity by developing standardized documentation templates for consistent record-keeping across all cases.
  • Facilitated customer dispute resolutions using effective communication and negotiation techniques.

Customer Service Associate

HSBC
01.2007 - 11.2010
  • Managed high volume of inbound calls while maintaining a professional demeanor and ensuring timely resolution of issues.
  • Provided exceptional customer service to resolve inquiries and enhance customer satisfaction.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
  • Reduced average call time through efficient problem-solving skills without sacrificing quality of service provided.
  • Drove process improvements aimed at increasing operational efficiency and reducing wait times for customers.
  • Streamlined communication channels to enhance efficiency in resolving customer concerns.
  • Facilitated team meetings and workshops to promote open communication, share best practices, and develop new ideas for improving customer service.
  • Implemented new protocols to optimize team performance and deliver consistent results.
  • Organized training sessions focused on enhancing team members' product knowledge and problem-solving abilities.
  • Assisted in onboarding new associates, facilitating training on company policies and procedures.
  • Conducted regular performance evaluations, identifying areas for improvement and implementing necessary changes.
  • Facilitated team meetings and workshops to encourage open communication, sharing of best practices, and the development of new ideas for enhancing customer service delivery.
  • Built strong relationships with internal and external customers to support effective account management.
  • Contributed towards improving overall customer feedback scores by consistently delivering high-quality service experiences.
  • Allowed exceptions to procedures to accommodate unusual customer requests.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Met customer call guidelines for service levels, handle time and productivity.

Student Intern

Call First
Ortigas Business Center, Pasig City, Metro Manila
03.2006 - 09.2006
  • Supported daily administrative tasks, maintaining organized records and timely document handling.
  • Coordinated communications between team members, ensuring clear updates and follow-through on assigned work.
  • Assisted with data entry, verifying information for accuracy and consistency across files.
  • Prepared reports, summaries, and correspondence using standard office software and templates.

Education

Bachelor of Science - Accounting

University of Manila
Manila, Metro Manila, Philippines
03.2007

Skills

Call center operations

Project management

Quality assurance - Financial

Escalation management

Call monitoring

Quality calibration - Regulatory

Risk and Compliance

AML

Employee management

Safety regulations

Problem resolution

Cross-functional team collaboration

Product knowledge

Customer experience strategy

Root cause analysis

Coaching & feedback

Performance management

Accomplishments

Achieved 0% regulatory error in Wells Fargo Financial Cards for more than 6 months. WAC nominee in 2014 for performance achieved for Wells Fargo Financial Cards. Awarded with the Silver Stallion for services rendered for Wells Fargo Financial Cards. Produced approximately 25 role changes for employees within the company for the past 10 years of service. Participated in the STEP mentorship program and produced a graduate and role promotion.

Software

CCaaS - Five9

UiPath

MS Word, MS Excel, MS Power Point, MS Teamsm Copilot

Intradiem, CCpulse

Avaya and Cisco

Verint, NICE, Nexidia

Medallia and Qualtrics

Certification

Quickbooks Online Accountant Certification

Interests

Family, Reading, Travelling, Music

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

You only have to do a few things right in your life so long as you don’t do too many things wrong.
Warren Buffett

Portfolio

Featured Picture
Data Analysis
Featured Picture
Sample Balance Sheet
Featured Picture
Statement of Profit & Loss

Additional Information

After building a strong foundation in the corporate environment, I transitioned into freelance virtual work to apply my expertise more independently and support a diverse range of clients. My corporate experience equipped me with valuable skills in bookkeeping, financial reporting, data analysis, customer service, process improvement, and business operations, which I now provide remotely as a Virtual Professional.

As a freelancer, I manage projects directly, adapt to various business needs, and deliver high-quality results with minimal supervision. This transition has allowed me to broaden my industry exposure, strengthen my problem-solving abilities, and develop a client-focused approach while maintaining the professionalism, accountability, and attention to detail cultivated throughout my corporate career.

Languages

Filipino - Tagalog
Bilingual or Proficient (C2)
Filipino - Visayan
Intermediate (B1)
English
Bilingual or Proficient (C2)

Timeline

XERO Accounting Software

10-2026

AI Training & Data Development Consultant

Micro1
10.2026 - Current

Quickbooks Online Accountant Certification

09-2026

Customer Service Associate Manager, Senior AVP

Wells Fargo
11.2021 - 06.2026

Research and Remediation Senior Supervisor

Wells Fargo
11.2019 - 11.2021

Customer Service Senior Supervisor

Wells Fargo
08.2014 - 11.2019

Customer Service Team Leader

Wells Fargo
07.2012 - 08.2014

Customer Service Executive

Wells Fargo
11.2011 - 07.2012

Dispute Resolution Coordinator

HSBC
11.2010 - 11.2011

Bookkeeper

ARDA Store
01.2010 - Current

Customer Service Associate

HSBC
01.2007 - 11.2010

Student Intern

Call First
03.2006 - 09.2006

Bachelor of Science - Accounting

University of Manila
Jude Raymond RegaladoCustomer Service Associate Manager