Lory Grace Tirado-Organo
Calamba City,LAG
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
CE Lead - Legal Agreement Digitization
LSEG
01.2019 - Current
- Leads the Digitization Team here in Manila in carrying out day to day inquiries and request from our client.
- Coordinates with the Product Head, Project Manager, Client and Vendor for any on going projects.
- Handles client escalation for both technical and product related concerns.
- Provide training with the team in resolving any exceptions or validation issues.
- Conducts demo to clients and promote our service.
- Provide feedback to the team and encourage everyone to participate in achieving our goal.
- Coordinate with client and vendor in managing expectations, escalation and resolving of issues on a timely manner.
Principal Review Analyst / Financial Service Representative
E*TRADE FINANCIAL
02.2014 - 07.2018
- Review/Approve Stock Plan Account Applications, Power of Attorney (Durable/Full/Limited), Margin upgrade request. Ensuring that documents are in good order and coordinate with Legal/Compliance for any clarification. Answers calls and secure messages or emails for both Retail and Stock Plan accounts of our clients. Process customers day to day transactions like placing trades, fund transfers and assist them with online navigation. Daily review of customer satisfaction surveys and categorize them accordingly. Provide feedback to the team managers regarding team’s performance base on customer satisfaction survey and share best practices. Regularly prepares and consolidate quarterly team performance report
- Overnight Team Manila
Associate Trainer / Mentor
E*TRADE FINANCIAL
06.2013 - 01.2014
- Assist Trainers in preparing training materials, schedules and strategies. Create Training Support Manual for Learning Specialist Team. Train new employees to pass Series 7 and Series 63 license. Assist in product training for newly licensed trainees. Mentor/assist service representatives prior to Trader Certification. Conduct one on one coaching, give feedback and monitor employee’s performance. Handle admin task such as timekeeping, issuance of corrective action and performance analysis.
Financial Service Representative
E*TRADE FINANCIAL
05.2010 - 06.2013
- Registered Broker. Place brokerage trades for investors. Educate investors with investment options. Walk through clients on company’s online site and services. Assist clients with options, mutual funds and equities inquiries. Assist clients and financial advisors with tax queries and resolve trade issues
- Main Street
Team Leader / Trainer / Quality Coordinator
Johnson & Johnson Vision Care
09.2008 - 02.2010
- Manage the team and individual performance for each CSRs. Reports daily to client. Handles multi task support and performs duties and responsibilities of a Trainer, Quality Coordinator and CSR. Handles escalation and design processes that would enhance the teams’ capability and further development. Trains newly hired employees for both product and soft skill. Assisted in completing business process documentation for our Singapore account.
- Sykes Asia
Education
Bachelor of Commerce - Management Accounting
Colegio San Agustin Bacolod
01.2002
Management Accounting, Economics
Colegio San Agustin Bacolod
01.2001
J.D. -
Centro Escolar University
Makati City, Metro Manila, Philippines04-2021
Skills
- Customer Service
- Training and Support
- Management
- English Proficiency
- MS Office Application
- Interpersonal Skills
Certification
- Licensed Real Estate Broker (Philippines)
- Series 24 (General Securities Principal Exam - USA)
- Series 7 (General Securities Representative Examination - USA)
- Series 63 (Uniform Securities Act - USA)
Affiliations
- Rotary Club Makati Member
- Filipino Institute of Real Property Managers
- Affiliate Real Estate Broker of Yes Land Realty
Timeline
CE Lead - Legal Agreement Digitization
LSEG
01.2019 - Current
Principal Review Analyst / Financial Service Representative
E*TRADE FINANCIAL
02.2014 - 07.2018
Associate Trainer / Mentor
E*TRADE FINANCIAL
06.2013 - 01.2014
Financial Service Representative
E*TRADE FINANCIAL
05.2010 - 06.2013
Team Leader / Trainer / Quality Coordinator
Johnson & Johnson Vision Care
09.2008 - 02.2010
Management Accounting, Economics
Colegio San Agustin Bacolod
Bachelor of Commerce - Management Accounting
Colegio San Agustin Bacolod
J.D. -
Centro Escolar University
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