Experience

Troo

• Philippines
• Insurance
• 1 - 100 Employee

• Group Admin Associate

  • Apr 2022 - Present

  Responds to client and internal stakeholder queries in a timely manner, processes a new business applications within an agreed SLA including the dependencies with the other units. Scheduling of client's medical examination at their preferred date and time, processes premium refunds if applicable, sets up monthly coordination meetings with group partners, prepares the billing and collections for each account ensuring the timeliness and accuracy of payments while timely reconciliation is required. Maintenance of the various tools used. Serves as SME for group initiatives which includes preparation of business requirements, test cases, execution and validation.



CBRE

• United States
• Real Estate
• 700 & Above Employee

• Valuations Coordinator

  • Jan 2021 - Apr 2022

  This position is responsible for undertaking administration duties and producer support for the Americas Valuation Business. Key focus is on managing workflow of valuation instructions primarily through the Americas Valuation platform VIEW. Provision of support and service for support and producers to ensure client KPI’s are achieved is critical. This position is responsible for undertaking administration duties and producer support for the Americas Valuation Business. Key focus is on managing workflow of valuation instructions primarily through the Americas Valuation platform VIEW. Provision of support and service for support and producers to ensure client KPI’s are achieved is critical.



Incenter Lender Services

• United States
• Financial Services
• 100 - 200 Employee

• Process Analyst

  • Aug 2020 - Jan 2021

  Following established policies and procedures related to the processing and closing of all loan, responsible to enter mortgage loan data into the Loan Operating System. Prepare disclosure documents to be mailed to loan applicants and to ensure that all required documents are included in the loan file. Following established policies and procedures related to the processing and closing of all loan, responsible to enter mortgage loan data into the Loan Operating System. Prepare disclosure documents to be mailed to loan applicants and to ensure that all required documents are included in the loan file.



Pru Life UK

• Philippines
• Financial Services
• 700 & Above Employee

• Customer Service Specialist

  • Sep 2013 - Jul 2020

  Receives agents/policyowner’s request for amendments, reinstatements, withdrawals and payments policies. Pre-screen New Business applications submitted in the branch, proper submission of complete documents, posting of payments, daily reports of branch transactions, data entry functions and recording of all activities on the branch in a timely manner. Attend to policyowner’s request such as processing of policy amendments, withdrawals, reinstatements and adhoc activities. Involvement to policy adjustment of price sensitive cases such as VUL products. Analyze and compute for excess payment whether the amount is for refund, adjustment or clean-up. Prepare also suspense amount reports that will be sent to different branches.