Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ryan Potato

Settlement Officer
Mandaluyong City, Metro Manila

Summary

Dynamic Settlement Officer at Genpact Phils LLC with a proven track record in enhancing client satisfaction and reducing errors through strategic problem-solving and meticulous attention to detail. Skilled in financial acumen and teamwork, I excel at managing high-volume caseloads while fostering strong relationships and ensuring compliance with industry standards.

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.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Settlement Officer

Genpact Phils LLC
Muntinlupa
01.2025 - Current
  • Coordinated communication between clients, solicitor, and other professionals involved in the transaction process, promoting a seamless workflow throughout case progression.
  • Maintained strong relationships with clients, fostering trust and credibility as their Settlement Officer.
  • Managed high-volume caseloads, prioritizing tasks to meet tight deadlines and maintaining attention to detail.
  • Reduced errors in settlement documents by implementing a thorough review process before final submission.
  • Initiated proactive problem-solving measures by anticipating potential challenges within the settlement process and taking appropriate action.
  • Enhanced client satisfaction by efficiently managing settlement transactions and addressing concerns promptly.
  • Balanced multiple priorities while maintaining high-quality service levels by effectively allocating resources and managing time constraints.

Senior Loan Coordinator

Bluestone Servicing
09.2019 - 12.2024
  • Provided mentorship and guidance to new team members, fostering a supportive work environment focused on growth and development.
  • Led regular audits of active loans to ensure ongoing compliance with industry regulations and company standards.
  • Enhanced loan processing efficiency by streamlining communication between clients and underwriters.
  • Developed strong relationships with brokers and business development managers, underwriters, and real estate agents, fostering a collaborative work environment.
  • Reduced turnaround time for loan approvals by implementing improved document collection methods.
  • Streamlined pre-approval processes by conducting thorough background checks and financial assessments of prospective borrowers.
  • Improved client relations by proactively identifying potential issues and offering tailored solutions in a timely manner.
  • Managed multiple high-priority loan applications simultaneously, ensuring timely completion without sacrificing attention to detail.
  • Ensured compliance with industry regulations through diligent monitoring of documentation and processes.
  • Increased customer satisfaction by promptly responding to inquiries and providing clear explanations on loan requirements.
  • Developed strong relationships with customers through high levels of customer service.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Maintained strict confidentiality of bank records and client information.

Customer Service Representative

American Express
09.2017 - 07.2019
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.

Education

Bachelor of Science - Hotel And Restaurant Management

STI
Munoz
04.2001 -

Skills

Influencing others

Assertiveness

Strategic thinking

Financial acumen

Teamwork and collaboration

Time management

Multitasking

Problem-solving abilities

Creative and critical thinking

Decision-making

Adaptability and flexibility

Certification

Preparing to Lead: First step in Transitioning to Management

Timeline

Settlement Officer

Genpact Phils LLC
01.2025 - Current

Preparing to Lead: First step in Transitioning to Management

08-2022

Senior Loan Coordinator

Bluestone Servicing
09.2019 - 12.2024

Customer Service Representative

American Express
09.2017 - 07.2019

Bachelor of Science - Hotel And Restaurant Management

STI
04.2001 -

Similar Profiles

CREATE PROFILE
Ryan PotatoSettlement Officer