JONARD V. BORLAZA

OBJECTIVES : To be associated with a substantial organization that will provide an assured career growth and maximum professional development.

WORKING EXPERIENCE:

CITIBANK NA Date: June 2010 – Jan 1019

Address: Citibank Square Position: Portfolio Actions Sales Officer

Eastwood City, Quezon City

JOB DESCRIPTION:

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

JOB DESCRIPTION:

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.

ACHIEVEMENT:

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

Mandaluyong City

JOB DESCRIPTION:

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.

ACHIEVEMENT:

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

JOB DESCRIPTION:

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.

ACHIEVEMENT:

oAwarded as Top Paylite Balance Conversion Agent for the year 2005

oIncluded in Citibank’s Elite Agent

oLoyalty Service Award

SEMINARS/TRAININGS ATTENDED:

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

Businessmaker Academy

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

EDUCATION:

December 2001 UNIVERSITY OF THE EAST Recto, Manila

Bachelor of Arts major in

International Studies

PERSONAL DATA:

Date of Birth May 24, 1979

Place of Birth Maybunga, Pasig City

Civil Status Married

Citizenship Filipino

Gender Male

Religion Roman Catholic

REFERENCES AVAILABLE UPON REQUEST

#399 Dr. Sixto Antonio Avenue

Maybunga, Pasig City

+639*********

Tel.# 2671747

Email: ac9om0@r.postjobfree.com

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