Richelle Huelva Mindanao
San Francisco Village, Muzon
Summary
A challenging and rewarding career in a company that recognizes employee’s potential and promotes career growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Associate (Corporate Investment Banking) – Derivatives Collateral Management – Settlement
JP Morgan Chase & Co
09.2023 - Current
- Review current processing to ensure all controls maintained and up to date to fit with the current tasks.
- Responsible for documenting and updating current workflows and task lists. Implementing any new controls and changes to workflow after appropriate sign off to minimize financial loss.
- Pro-actively assess and recommend process improvements to assist in risk mitigation.
- Communicate all issues effectively and ensure understanding by the team.
- Escalate issues to the Senior Management and be involved in taking action to escalate and resolve with the other party. A review is to be done on the issue to ensure procedures are updated.
- Investigate and when applicable, assist in implementing new procedures or systems that enhance the overall service of the group.
- Ensure all work received is actioned, accounted for and all control procedures are adhered to. Issues raised must be either resolved or escalated if necessary.
- To ensure that the Team Leader’s Checklist is followed and all items actioned on a daily basis, with sign off occurring throughout the day as necessary.
- Be involved in the review of workflow, review reporting of all KPI’s.
- Assist in tracking trends in work volumes, including reconciliation errors and document any negative trends and proposed solutions.
- Supervise staff to guarantee compliance with Business As Usual (BAU) processes and adherence to company policies and regulations.
Team Leader (Corporate Investment Banking) – Derivatives Collateral Management – Settlement
JP Morgan Chase & Co
07.2018 - 09.2023
- Settlement of stock and cash moves.
- Monitoring of stock and cash moves.
- Responsible for all daily trade activities like failed trade, trade booking and trade confirmation.
- Coordinate with various internal counterparties to ensure timely trade settlement.
- Ensuring market and internal deadlines are met, and escalate issue to the manager.
- Support daily administrative needs of the team.
- Attended all queries regarding settlement.
Team Leader (Corporate Investment Banking) – Onboarding
JP Morgan Chase & Co
10.2014 - 06.2018
- Ensure all requests related to Account Set Up, KYC check, Closures, Static Data Maintenance and Entitlements activities for our clients and regional services teams located in EMEA and WHEM are completed in a timely fashion.
- In charge of the documentation process for external clients and internal business partners throughout the documenting life cycle.
- Analyze trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level.
- Participate in various department and team projects to exceed Client expectations.
- Engage with global counterparts to re-engineer the service delivery as per Client requirements.
- Make recommendations on process improvements and provides guidance on more complex operating procedures.
- Notify clients of collateral shortfalls in order to receive additional or new collateral.
Supervisor 1 (Foreclosure) – Bidding
JP Morgan Chase & Co
02.2012 - 10.2014
- Review and approves audited bids for foreclosure sales and ensure insurance regulatory requirements.
- Functions as one of the subject matter queries and concerns on foreclosure bids.
- Contributed to the planning of mentoring program for current functions as one of the Mentor’s in the Implementation of the said program.
Operation Specialist (Foreclosure) Bidding
JP Morgan Chase & Co
03.2011 - 02.2012
- Review, check and validates loans for bidding.
- Monitoring of property for bid near sale date.
- Manage computation of value of property under foreclosure.
- Ensure agreement with the investor, mortgage insurance and state guidelines for bidding instructions.
- Uploading of bidding instructions for the attorneys.
- Doing report for manual tracker.
- POC if supervisor is on-leave.
Senior Legal Support Specialist
Global Strategic Business Process Solutions
09.2008 - 02.2011
- Pulling out and designating the workload for the whole team.
- Processing the assigned tasks and addressing errors to the processors.
- Assisting the inquiries / questions of the processors.
- Developing and motivating people to become a leader.
- Daily Internal Report for the client and Management.
Education
Bachelor of Science - Business Administration (Management)
Rizal Technological University
01.2001
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
References
Available upon request
Certification
Career Service Sub-Professional Passer
Timeline
Associate (Corporate Investment Banking) – Derivatives Collateral Management – Settlement
JP Morgan Chase & Co
09.2023 - Current
Team Leader (Corporate Investment Banking) – Derivatives Collateral Management – Settlement
JP Morgan Chase & Co
07.2018 - 09.2023
Team Leader (Corporate Investment Banking) – Onboarding
JP Morgan Chase & Co
10.2014 - 06.2018
Supervisor 1 (Foreclosure) – Bidding
JP Morgan Chase & Co
02.2012 - 10.2014
Operation Specialist (Foreclosure) Bidding
JP Morgan Chase & Co
03.2011 - 02.2012
Senior Legal Support Specialist
Global Strategic Business Process Solutions
09.2008 - 02.2011
Bachelor of Science - Business Administration (Management)
Rizal Technological University