Lorenzo Yves Cortez
Quezon City, Metro Manila
Summary
Dynamic and results-driven professional with extensive experience at St. Peter Life Plan Inc. Proven expertise in cash handling and customer service, enhancing satisfaction and retention. Adept at team leadership and problem-solving, consistently delivering timely reports and resolving inquiries, contributing to a positive work environment and operational efficiency.
Overview
10
10
years of professional experience
Work History
Cashier Team Lead
ST. Peter Life Plan Inc.
06.2015 - Current
- Collection of payment from Planholders, ensuring daily deposit and accomplishing weekly report on time.
- Assisted customers by answering questions and fulfilling requests.
- Communicated with customers and team members to solve problems.\
- Processing other payables thru check and internet banking method.
- Monitoring revolving fund and liquidation. requesting and replenishment in a timely manner.
- Balanced cash drawers at the end of each shift, ensuring accuracy in financial reporting.
- Resolved customer complaints professionally, maintaining a positive brand image and fostering customer retention.
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Contributed to a positive work environment by proactively addressing conflicts among team members.
- Handled cash with high accuracy and took care to check bills for fraud.
Treasury Staff Member
St. Peter Life Plan Inc.
06.2015 - Current
- Processing of payables for the company suppliers, incentives for branches and chapels, utilitites and planholders claim.
- Releasing of checks and recording Official Receipts/Service Invoice for filing purposes.
- Created custom reports for senior management highlighting key performance indicators and analysis of financial trends.
- Investigated and resolved inquiries with billing and invoicing.
Education
Bachelor of Science - Marketing Management
University of Santo Tomas
España, Manila04-2012
Skills
- Customer service
- Team leadership
- Problem-solving
- Cash handling
- Payment processing
- Team collaboration
- Report generation
- Time management
Timeline
Cashier Team Lead
ST. Peter Life Plan Inc.
06.2015 - Current
Treasury Staff Member
St. Peter Life Plan Inc.
06.2015 - Current
Bachelor of Science - Marketing Management
University of Santo Tomas
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