JONARD V. BORLAZA
OBJECTIVES : To be associated with a substantial organization that will provide an assured career growth and maximum professional development.
CITIBANK NA Date: June 2010 – Jan 1019
Address: Citibank Square Position: Portfolio Actions Sales Officer
Eastwood City, Quezon City
Acted as Assistant Team Leader.
Perform daily download and reconciliation of client portfolio data.
Update the cardholder of the latest rates for volume products such as call for cash, balance transfer, balance conversion, and retail conversion.
Perform daily update of profile and maintaining client log-ons.
Monthly update and review of portfolio performance data.
Quarterly report generation.
Sold life insurance products under BPI-Philamlife (Life, Critical Illness and Accident) from 2014 – 2016.
EASTWEST BANK Date: September 2009 – June 2010
Address : PBCom Tower Position: Sr. Telemarketing Associate
Ayala Avenue, Makati City
Reviews marketing spiels and standard operating procedures for each product or promotion prior to making call-outs
Makes calls on prospective cardholders based on the call list given by the management.
Offers a specific product or promotion to the cardholder.
Discuss features of the product or promotion to the cardholder.
Convinces the cardholder to avail of the offered promotion.
Fills up the necessary forms for the cardholder who availed of the promotion.
Explains to the cardholder the required information in order to process the application.
Prepares a transmittal report, reflecting the list of cardholders who agreed to avail of a promotion.
Coordinates with other departments to ensure efficiency of processing of turn-ins.
Solicit referrals from prospects.
Provide the Team Leader with daily turn-in report and productivity report.
Performs other duties that may be assigned by the superior from time to time.
oGenerated 35 million sale volumes in the year 2009.
oConsistent Ready and Reliable Awardee.
oIncluded in the Top 10 Telemarketer and considered as one of the top producers.
AIG PHILAM SAVINGS BANK Date: November 2006 – September 2009
Address : SMPC Ortigas Center Position: Loans Account Specialist
Meet with applicants to obtain information from loan applications and to answer applications about the process.
Analyze applicants financial status, credit and property evaluations to determine feasibility of granting loans.
Explain to customers the different types of loans and credit options that are available, as well as those services.
Obtain and compile copies of loan applicants credit histories, corporate financial statements and other financial information. Review and update credit loan files.
oGenerated 33 million sale volumes in the year 2008 against 13 million in the year 2007.
oConsistent Ready and Reliable Awardee.
oIncluded in the Top 10 Account Specialist and considered as one of the top producers.
HC DUCUSIN INCORPORATION Date: June 2002 – October 2006
Address: Citibank Square, Eastwood City Position: Paylite Balcon Specialist
Libis, Quezon City
Acted as a Team Leader in a campaign specifically in Paylite Balance Conversion.
Monitored team’s production and propose adjustments if required.
Updated active and qualified Citibank customer vis-a vis existing promotions designed for them.
Served accommodation to clients query regarding the status of their accounts.
Formulated strategy on how to improve the team’s performance.
Respond to channel’s emails / communications regarding business concerns, updates, recommendation particularly client complaints and other insides.
oAwarded as Top Paylite Balance Conversion Agent for the year 2005
oIncluded in Citibank’s Elite Agent
oLoyalty Service Award
Millionaire Mind Intensive – T. Harv Eker Program
SMX MOA, Pasay City
Aug 31 – September 2, 2018
Sales Professional to Business Tycoon
Acceler8, Makati City
April 6, 2018
Digital Jumpstart – Derek Gehl
SMX SM Aura, Taguig City
April 3, 2017
Proactive Sales & Marketing Technique
Tektite Tower, Ortigas Center, Pasig City
May 9, 2008
Basic Selling Skills
Citibank – Direct Sales Training Academy (DSTA)
Citibank Square, Eastwood City, Libis, Quezon City
April 4 – 8, 2006
December 2001 UNIVERSITY OF THE EAST Recto, Manila
Bachelor of Arts major in
Date of Birth May 24, 1979
Place of Birth Maybunga, Pasig City
Civil Status Married
Religion Roman Catholic
REFERENCES AVAILABLE UPON REQUEST
#399 Dr. Sixto Antonio Avenue
Maybunga, Pasig City