Aspiring to obtain a position as a call center specialist in a dynamic environment, to handle calls, emails, cases or tasks for the corporation. Respond to simple queries and route calls to proper person and improving my role as I enhance my customer service abilities and acquire knowledge about different services.
Overview
20
20
years of professional experience
Work History
Operations Specialist
Patrianna Limited
06.2024 - 01.2025
Early detection and prevention of fraudulent accounts and suspicious transactions through comprehensive analysis and review of transactional data on Google Sheets and Excel.
Conducting KYC (Know Your Customer) procedures to verify customer identities and assess risk levels , including processing of KYC profiles and conducting Enhanced Due Diligence reviews on high-risk customers.
Ensuring document integrity and compliance with policies and best practices , while coordinating with relevant teams for further handling of potential risks. Verifying documents in Jumio and Veriff.
Managing the entire payment process , including receiving, processing, verifying, and reconciling invoices, as well as making decisions regarding account resets, redemptions and bonus declines.
Reviewing transaction reports for suspicious activity and performing investigations to identify fraudulent activity, money laundering, or other anomalies.
Assisting other departments with payment related queries and investigating any discrepancies in the system. Using Slack and Zendesk.
Collaborating with internal teams to ensure consistency of documentation practices and evaluating policies and procedures for customers.
Providing accurate and up to date records of customers and monitoring progress and status of assigned cases.
Reporting operational, system, and policy issues promptly and making day-to-day decisions with minimal supervision to ensure effective operational management.
Escalation Back Office Specialist
Wells Fargo International Solutions LLC
06.2020 - 05.2024
Resolving disputes with customer's credit report using CDRSP-Pega, E-Oscar and Innovis
Updating and submitting credit report to all bureaus
Sending letter or fax to customers with resolution of the dispute
Researching and reporting fraudulent accounts to mitigate risks
Assigning cases to colleagues
Updating webform requests like deleting authorized users and deceased banners of customers
Supported company growth by effectively managing an expanding workload while maintaining a high level of quality in all tasks.
Improved Back Office efficiency by streamlining workflow processes and implementing new software tools.
Senior Specialist / Email Banker
JP Morgan Chase & Company
09.2009 - 03.2020
Assisted customers with their queries via phone and/or email
Established and maintained contacts with new and existing customers as per the direction of the supervisor
Transferred urgent calls to the required departments quickly and accurately
Forwarded important and serious matters to the seniors
Achieved set target of the firm in a stipulated deadline
Drove process improvements by analyzing workflows and identifying bottlenecks.
Facilitated workshops to foster innovation and creative problem-solving.
Customer Service Representative/Relief Trainer/SME
ICT Marketing Services
04.2006 - 09.2009
Assisted customers with their queries and problems via phone and email
Trained and assisted classes of new hires as relief trainer
Former Team Leader and Subject Matter Expert
Customer Service Associate
Influent Philippines
06.2005 - 04.2006
Taking call for inbound and outbound sales
Education
Bachelor of Arts - Mass Communications, Broadcasting major
Lyceum of the Philippines University
04.2000
High School Diploma -
Araullo High School
03.1996
Skills
Customer service-oriented skills
Interpersonal communication skills
Computer literate
Reliable
Customer service training
Operational efficiency
Cross-functional communication
Planning and coordination
Project management
Risk mitigation
Process documentation
Case management
Personal Information
Total Experience: Nineteen years of working experience in a voice/non-voice call center, recommending online services that suits the customer's financial needs.
Hobbies and Interests
Hiking and traveling
Music
Photography
Timeline
Operations Specialist
Patrianna Limited
06.2024 - 01.2025
Escalation Back Office Specialist
Wells Fargo International Solutions LLC
06.2020 - 05.2024
Senior Specialist / Email Banker
JP Morgan Chase & Company
09.2009 - 03.2020
Customer Service Representative/Relief Trainer/SME
ICT Marketing Services
04.2006 - 09.2009
Customer Service Associate
Influent Philippines
06.2005 - 04.2006
Bachelor of Arts - Mass Communications, Broadcasting major
Lyceum of the Philippines University
High School Diploma -
Araullo High School
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