To establish a career where I can demonstrate learning outcomes of the experiences that I had from being a Customer Representative to being a Mortgage Triage Officer.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Mortgage Triage Officer
HSBC Australia
UP Ayala Technohub
07.2023 - Current
Main role – reviews mortgage applications for completeness and accuracy, collect and verify documents focusing mainly on clients’ identification and financial capability
Pursued various roles to broaden expertise and contribute to team success.
SME – trainer of newcomers, first-in-line to test or pilot new/updated process while simultaneously keeping an all-green scorecard
Person-In-Charge – sends daily reports and attends corporate meetings on behalf of team manager, direct contact of the department
Escalation Team – part of escalation team that assists with various inbox escalations and disputes in relation of the team process and output
Customer Relations Team (AFCA)
HSBC Australia
UP Ayala Technohub
02.2024 - 06.2025
Redacted personal information while assisting case managers with evidence gathering for complaint investigations.
Operations Associate (Premier)
HSBC Australia
UP Ayala Technohub
05.2021 - 07.2023
Engaged with bank's VIP clients to understand needs, queries or problems, delivering excellent service through effective communication and step-by-step solutions.
Customer Service Representative
Concentrix
Concentrix Tower, EDSA
07.2017 - 04.2021
Managed inbound customer service calls, efficiently resolving queries and complaints to uphold satisfaction levels.
Addressed customer service enquiries quickly and accurately.
Built rapport with customers through courteous and professional communications.
Education
Bachelor of Science - Bachelor of Science in Civil Engineering
Technological Institute of the Philippines
Manila PH
01-2021
Skills
Proven experience in mortgage application review process
Detail-oriented and highly organized
Adaptable to changing requirements and open to new strategies
Excellent communication skills with proactive, problem-solving mindset
Willing to go beyond the role if necessary to maintain business
Open in sharing knowledge and best practices to newcomers while making sure that own performance continuously improves
Certification
HSBC Australia Excellency Awardee of 2025 certified by both AVP and VP
Recognized by business partners and colleagues through commendations
First-in-line to be recommended for upskills/promotions
Timeline
Customer Relations Team (AFCA)
HSBC Australia
02.2024 - 06.2025
Mortgage Triage Officer
HSBC Australia
07.2023 - Current
Operations Associate (Premier)
HSBC Australia
05.2021 - 07.2023
Customer Service Representative
Concentrix
07.2017 - 04.2021
Bachelor of Science - Bachelor of Science in Civil Engineering
Operations Manager/Senior Mortgage Loan Officer at First Equity Home Loan, Inc.Operations Manager/Senior Mortgage Loan Officer at First Equity Home Loan, Inc.