Client Support Services
Resume:
Analyn Terrado
Mobile:
Email:
ad31wx@r.postjobfree.com
Skype:
ana_terrado
O B J E C T I V E S
To build a long-term career in industry with opportunities for career growth. E D U C A T I O N
CENTRO ESCOLAR UNIVERSITY- Philippines
March 2006
Bachelor of Science in Business Administration Major in Management E X P E R I E N C E
Client Support Services Sun Life
19th August – 16th December 2022
To ensure timely and accurate processing of orphan BM assigned and advisor change request (SRF).
REVIEW AND TIMELY RELEASE OF POLICY UPDATE ADVISE AND PREPARATION OF POLICY SUMMARY FOR POLICIES UNDER HO SERVICING.
Ensures that the service level agreement for Client Support Services is always met for SLOCPI, SLFPI and SLGFI.
Verifies and processes the following in accordance with the policies and procedures set by Client Management
a. orphan BM assigned
b. advisors change request (SRF)
Generates and releases confirmation letters within agreed turn-around-time
Reviews, prepares transmittal and releases policy update advise within agreed turn-around-time
Reviews, prepares transmittal and releases policy summary within agreed turn- around-time
Provides timely and accurate replies to emails
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Risk Operational Analyst UGS – MNL HUB
28th October 2019 – December 31, 2020
Review accounts with disputed items and exhaust recovery options to avoid taking financial losses
Process disputed items according to association and federal government guidelines
Correspond with cardholders, merchants and merchant banks as part of processing dispute cases
Timely execution of disputed assigned to meet the SLA.
Ensure the quality, accuracy of notation in the system. Loan Assistant Singapore Retail and Loan Ops ANZ – MNL HUB 29th April 2015 – 13th October 2015
Handling RAS application in end to end process.
Analyzing the memo before tracking and making a daft, ensuring the memo has complete information, balanced ras amount to be payoff before creating in ICBS.
Creating of address for non-moneyline account or new account.
Creation of account and posting ras amount to T4S, ensure the ICBS
(creation) and T4S are balanced.
Making GL entries and Letter, ensure the letter has accurate information per account e.g. address, ras amount, monthly instalment, and first payment date.
Assisting the theMoneyline team like handling fund transfer, term loan and overdraft enquiries.
Maintenance of Moneyline account such as limit adjustment.
Accurate and timely processing of Moneyline disbursement via fund transfer, term loan, limit review and raps.
Coordination with the other team for resolution of inconsistent or missing data.
Ensure Compliance with bank procedure, regulations to obtain satisfactory audit and meet quality standards of the unit.
Maintain confidentiality of information dealt with processing the transactions and those reflected in the system.
Card Operation Assistant Singapore Retail (Collabera) ANZ – MNL HUB
Handling RAS application for verification and posting G/L transactions.
Assisting the team for posting of waiver for annual fee, late charge and other fees.
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Documentation Associate - North Asia Team (Global Service Center)
MAERSK –GCS Manila
March 2010 – January 2013
Ensure timely and accurately execution of the documentation procedures of pricing, checking, amending and submitting data inputs as per sales requests.
Guarantee data entry of drafting and data compilation as per specifications complied with accuracy, authenticity, legal and contractual standards.
Ensure the document contents and formats are consistent with the client's expectations.
Active monitoring of customer/sales commitments and compliance.
Quick and correct responses to customer rate inquiries.
Overdraft Tender Contract Management for Japan counterpart as per sales instructions and format document to b used.
Take end to end of service in escalating error lines, communicate to the responsible party if needing their support and advise the external sales for the resolution must be taken.
Build close relationship with the external sales member and their respective top accounts.
Clerk BANCO DE ORO
September 2009 – February 2010
Assisting loan assistants on their transaction day to day operations.
Preparing doc. stamp for BTR purposes.
Preparing transmittal for outgoing document.
Compile, copy sort, scanned the documents, file records and do other office activities.
Office Staff HONDA MOTORS
March 2009 – August 2009
Handling and preparing documentations for LTO requirements. (sales invoice with attached certificate, pnp clearance, and comprehensive insurance)
To summarize all the details information of sales invoice per submission weekly. (Customer information, type of invoice, and per branches.)
Advise and distribute the plates and sticker.
Attend client's and branches inquiries.
Salary Loan Staff EAST WEST BANKING CORP.
November 2006 – July 2008
Responsible for the timely processing of approved loan application.
To check all daily due dates.
Maintaining the accuracy in the allocation to the interest and principal Analyn Terrado
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bill memo.
Posting all payments received from the accredited companies.
Communicates with account officers concerned in status of remittance and loan payments.
Preparing billing statements and ensuring that it will be delivered on time to the accredited companies.
Preparing statement of accounts accurately and timely posted to client’s account.
Posting of client’s subsidiary ledger accurately and properly ticketed to avoid float item.
Making a turnover to Collection Department for all accounts without payments.
Attending client’s inquiries.
S K I L L S
Highly organized and dedicated, with positive attitude.
Able to handle multiple assignments under high pressure and consistently meet tight deadlines.
Good communication skills.
Thrive on working in a challenging environment.
R E F E R E N C E S
Available upon request.
Contact this candidate