Keiffer Grande
Invest Servicing Specialist
Quezon City,Manila
Summary
Seasoned customer service representative offering 9+ years of expertise in the areas of financial fraud prevention, collections, and mortgage banking, equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Invest Servicing Specialist II
JPMorgan Chase & Co
Taguig City, Manila
08.2020 - Current
- receive and resolve advisor inquiries and complaints, working under limited direct supervision
- handle most complex customer and advisor problems, respond to questions/complaints; research and keep records of both problems and resolution
- escalate issues to the correct department; responds within established timeframes
Market Research Analyst
EMAPTA Versatile Services Inc.
Makati City, Metro Manila
02.2019 - 04.2020
- Collect data on consumers, competitors and market place and consolidate information into actionable items, reports and presentations
- Compile and analyze statistical data using modern and traditional methods to collect it
- Use online market research and catalog findings to databases.
- Provide competitive analysis on various companies’ market offerings, identify market trends, pricing/business models, sales and methods of operation
- Understand business objectives and generate lead targets for acquisition
Credit & Debit Card Fraud Prevention
JPMorgan Chase & Co
Taguig City, Metro Manila
06.2016 - 01.2019
- Provide outstanding customer experience and resolution through expert analysis and investigation of card member's account and/or concern
- Receive calls regarding card member charges, fees, interest rates, rewards and other credit card concerns
- Touch-base with mortgage owners through inbound and outbound calls to attempt to collect payments and provide mortgage assistance. (Home Lending Customer Outreach)
Credit Card Services Specialist
Wells Fargo EGS, LLC
Taguig City, Metro Manila
10.2015 - 05.2016
- Provide first call resolution to customer concerns about credit products, while following strict procedures that meet compliance guidelines
Education
Bachelor of Science - Information Technology
Polytechnic University of The Philippines
Manila 06.2007 - 04.2012
Skills
Investment banking
Mortgage servicing understanding
Customer Service
Multi-Tasking
Problem Solving & Management
Computer Literate
Certification
Securities Industry Essentials® (SIE) Exam Passer
Additional Information
Character References:
Aggy Tagalog
Immediate Supervisor
0949 881 2409
Rain Amurao
Former Supervisor
0995 327 9528
Timeline
Securities Industry Essentials® (SIE) Exam Passer
09-2020
Invest Servicing Specialist II
JPMorgan Chase & Co
08.2020 - Current
Market Research Analyst
EMAPTA Versatile Services Inc.
02.2019 - 04.2020
Credit & Debit Card Fraud Prevention
JPMorgan Chase & Co
06.2016 - 01.2019
Credit Card Services Specialist
Wells Fargo EGS, LLC
10.2015 - 05.2016
Bachelor of Science - Information Technology
Polytechnic University of The Philippines
06.2007 - 04.2012