Experience

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  TOA Global

  • Tarlac, Central Luzon, Philippines

  • Client Services Officer

    • Oct 2023 - Present
    • Tarlac, Central Luzon, Philippines

    Currently exploring a newfound niche as a Mortgage Broking Client Services Officer for Bartons—an Australian boutique Chartered Accounting and Wealth Advisory business that provides a fully integrated service across Business Advisory, Tax, Wealth Management, Risk Protection and Lending.As part of the Lending division, I support a dedicated team of two lending advisors by offloading administrative tasks, hence adding to operational efficiency and enabling brokers to focus on strategic client engagements. The role also includes first point client communication, liaison with lender contacts, and ensuring compliance requirements are met throughout the pipeline.On the side, I also assist in overflow of work in the Financial Planning division by preparing updated financial information ahead of clients' Annual ReviewsDriven to commit to professional growth and development, I pursue continuous learning by setting a goal of obtaining 50 CPD points by end of year from Brokerversity—LMG Australia's learning hub; alongside completing my Certificate IV in Finance and Mortgage Broking (FNS40821) under the Ab2 Institute of Accounting.

• 

  Foundever

  • Coach

    • Aug 2020 - Oct 2023

    Started as a contractor customer care representative for Alight Solutions—a cloud-based digital business solutions that service some Fortune 500 companies in the US, particularly within the areas of wealth, health and human resources. Role is comprised of receiving inbound calls and working on cases to assist customers in all issues surrounding their company benefits. Client portfolio includes top US companies such as American Airlines, Boeing, Accenture, AECOM, and Ricoh.After a year in the frontlines, I stepped up as a Learning Specialist Resource, responsible for training new recruits in product knowledge whilst undertaking administrative tasks. Trainings facilitated include classes ranging from 25-35 learners.This became a leverage to further evolve on the Operations side, taking on the role of Coach (Supervisory). This includes managing a whole dynamic team by providing coaching and mentoring, and devising KPI-driven individual root cause analyses and action plans to address performance. On the side, the role also encompasses administrative support such as managing timekeeping and attendance, implementing company policies, and other ad hoc tasks.Further to the role—regular touchbase, performance reporting, and business reviews are conducted with onshore clients as part of of our Client Relations Management. Over the course of my tenure, I had the privilege of overseeing operations for four distinct clients, each with unique provisions, including Alight's SmartChoice enterprise (Health Spending & Savings Accounts) and spearheading the pilot program for a newly-launched internal security assistance team.In addition to my professional endeavors, I've actively contributed to fostering a vibrant workplace culture as a member of the Engagement and Culture team. In this role, I collaborated on event brainstorming and organization, lending my creative insights as well to take on the responsibility of creating publication materials.

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  Provincial Legal Office of Tarlac

  • Tarlac, Central Luzon, Philippines

  • Intern

    • Jan 2020 - Mar 2020
    • Tarlac, Central Luzon, Philippines

    Role includes administrative tasks, clerical assistance in legal research and policy formulation, and assistance with the Public Legal Aid and Assistance program which is intended to provide legal services to indigent citizens at no cost.