Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Lyka Marcelino

Lyka Marcelino

Summary

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

Technological Institute of the Philippines
Lyka Marcelino