Relationship Management Reporting Analyst

JONATHAN L. GUEVARRA

707-***-**** / ********.**********@*****.***

Career Objective: Proactive professional with 12 years of experience and a proven knowledge of relationship management, global banking, and process simplifications. Aiming to leverage my skills to successfully fill the role at your company.

Skills:

English - Business level speaking

Microsoft word, excel, and power point – Professional level.

Analytical, Validating Data, Detail-oriented, Audit, Communication, Policies and procedures, Strong presentation skills, Testing, and Validating data.

Certifications:

Harvard Manage Mentor (completed all courses) – Harvard Business Publishing

EXPERIENCES:

Concentrix

August 2022 - March 2023

Data and reporting analyst

Gather business requirements and deliver business analytics base solutions using structured/unstructured business data to help achieve measurable business outcomes for clients.

Deliver performance KPIs and metrics in an accurate and timely manner via the executive dashboard and customer portal.

Create and maintain SharePoint website for centralize team information sharing.

Provide data extraction, transformation, and presentation for all data relate activities

Distribute generated reports according to distribution lists as well as upload reports to departmental SharePoint site.

JPMC (Chase) January 2016 – May 2022

Data Quality/Script Analyst

-Monitor the quality of information loaded from newly boarded loans, private banking to re acquired assets in company’s and if necessary, make changes using and exhausting available documents channels in home lending.

-Understanding business and system requirements

-Review/analyze script compatibility in operation and executing test scripts.

-Updating and creating test scripts and tests cases to reflect project requirements.

-Logging defects in a problem-tracking database for review with project team

-Developing test scripts and test cases to effectively test systems.

-Ensuring tests are conducted and results are verified.

Citi (CBPS) September 2009 - May 2015

Authorized signer/Escalation Officer

-Take ownership of escalated issues from SAL agents and work to resolution including follow up with the branch directly.

-Document resolution paths and communicate opportunities for training and process improvement.

-Respond to customer issues submitted via online banking, telephone, mobile and email work to completion including customer follow up.

-Collaborate with all internal and external departments to ensure effective problem resolution.

IHG (Intercontinental Hotels Group) August 2008 - August 2009

Reservation Officer

-Assist guests and visitors via phone or email.

-Performed preventative maintenance and upkeep scheduled basis inside and outside of hotel.

-Created and sustained positive customer friendly environment.

-Created, maintained and kept accurate Customer records within client data system.

-Upheld hotels commitment to exceptional guest service.

-Helped develop management talent by acting as a mentor for direct reports.

-Coordinated reservations and efficient group registration with sales department.

ACS (Affiliated Computer Services) July 2007 - August 2008

Retention Officer

-Communicating with customers and sales representatives.

-Analyzing customer behavior.

-Gathering information about customer complaints.

-Developing aggressive retention strategies based on customer feedback.

-Negotiating with customers to renew contracts and retain business.

-Meeting with the sales team to propose customer retention solutions.

-Writing and presenting customer behavior reports.

-Building positive relationships with customers and business associates.

EDUCATION:

Lyceum of the Philippines University

BS Business Administration, Major in operations management

Graduated: May 2018

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