Experience

Netbank

• Philippines
• Financial Services
• 1 - 100 Employee

• Client Success and Onboarding Manager

  • May 2022 - Present

  • In-charge of overall onboarding and support for all clients during integration • Holds regular checkpoint/cadence meetings with clients to ensure engagement and project continuity. • Assists the Solutions teams to conduct technical walkthrough and presentations with potential partners • Handles the investigation and escalation of technical issues and implementation blockers to resolution. • Regularly updates the business and the client on the onboarding progress, keeping project management trackers updated and accurate. • Works with the Product Owner on product development initiatives centered on client feedback. Show less



ING

• 1 - 100 Employee

• Payments Investigation Specialist

  • May 2019 - May 2022

  • Processed incoming inquiries and claims from clients and other financial institutions primarily via SWIFT messaging including complaints and escalations • Carried out interventions with respect to FI electronic payments details that have been incorrectly supplied • Verified accounting entries, SWIFT correspondences and MT103/MT202 payments • Performed other value-adding administrative functions • Processed incoming inquiries and claims from clients and other financial institutions primarily via SWIFT messaging including complaints and escalations • Carried out interventions with respect to FI electronic payments details that have been incorrectly supplied • Verified accounting entries, SWIFT correspondences and MT103/MT202 payments • Performed other value-adding administrative functions



ANZ

• Australia
• Banking
• 700 & Above Employee

• Subject Matter Expert

  • May 2017 - May 2019

  • Successfully spearheaded inward process migration with Bengaluru Service Centre• Performed various administrative tasks as the Production Lead stand-in such as capacity management, coaching, transaction validation and management meetings.• Continuous Improvement Champion• Handled Direct Debit Cancellation and Claim requests generated by ANZ customers and other financial institutions through various ANZ contact channels• Authorized payment chargebacks for Direct Debit Claims ensuring correctness• Prepared documents, letters and correspondences sent to customers and other financial institutions for invalid claims Show less

• Cash Specialist

  • Jun 2014 - May 2017

  • Resolved various payment-related and inquiries from internal and external institutional customers within required service level agreement• Investigated missing and wrongfully negotiated payments• Coordinated funding requests such as cash collection, bank cheque orders, international telegraphic transfers with onshore ANZ branches, internal service managers and customers



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Payment Specialist

  • 2010 - 2014

  • Performed accurate and timely payment processing of merchant invoices, employee reimbursements and intercompany payments coursed through the accounts payable applications. • Initiated fund transfers via SWIFT • Processed stop payment requests for erroneous transactions and facilitated reissuance as necessary. • Ensured that agreed control processes, procedures and end of day reports were strictly implemented without compromise to identify and mitigate risks and losses. • Supported project testing and process migration from global Citi Shared Service entities • Voice of the Employee representative, Payments Team, Jan 2013 to Dec 2013. Show less



JPMorgan Chase

• United States
• Investment Management

• Collections Associate

  • Jul 2009 - Feb 2010

  • Implemented collection procedures on delinquent client accounts. • Appropriated necessary actions to initiate repayment plans based on the current account status. • Mitigated future creditor and borrower loss. • Implemented collection procedures on delinquent client accounts. • Appropriated necessary actions to initiate repayment plans based on the current account status. • Mitigated future creditor and borrower loss.