Jolene Tan
Assistant Vice President at CIMB Singapore- Claim this Profile
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Bio
Credentials
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Microsoft Excel VBA Programming
-Apr, 2012- Sep, 2024 -
Basic Accounting & Reconciliation Workshop
-Feb, 2009- Sep, 2024 -
Microsoft Excel 2003 (Expert)
-Feb, 2009- Sep, 2024 -
Root Cause Analysis Workshop
-May, 2007- Sep, 2024 -
Crest Module 5 – Personal Effectiveness
-Aug, 2005- Sep, 2024 -
Microsoft Word XP
-Apr, 2005- Sep, 2024 -
Microsoft Access XP
-Nov, 2004- Sep, 2024 -
Crest Module 7 – Organisational Skills
-Sep, 2004- Sep, 2024 -
Personal Change Mastery Workshop
-Feb, 2004- Sep, 2024 -
Problem Solving & Creativity
-Dec, 2003- Sep, 2024 -
Microsoft Excel 97 for Windows 95
-Aug, 2003- Sep, 2024 -
Leeting Go, Moving On
-Dec, 2002- Sep, 2024
Experience
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CIMB Singapore
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Singapore
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Banking
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400 - 500 Employee
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Assistant Vice President
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Jul 2019 - Present
JOB SCOPES Team Lead of Limit Team (A) Job Scopes: • Oversee Limit Team. • Support and manage within headcounts. • Increase operations productivity, lower unit cost via process improvement and OT reduction. • To deliver service according to SLI in terms of turnaround time with no backlog. • Ensure Risks are managed. • To achieve satisfactory audit ratings with no major issues. • Liaise and manger outsourcing with MY Team at KL. (B) Loan Implementation: • Handle different type of Products (Retail/Corporate Customer): Term Loan, Revolving Loan, Mortgage Loan, Business Term Loan, Agency Loan, Trade Product, OD, Shares, Premium Financing, Portfolio Financing and etc. • Handle Loan Shell creation, Account Maintenance (Limit Reduction, Update account status and etc) and Account Activation. • Handle BAU issues and investigation when error incurred. • Liaise with RM on the Loan Structure and system behavior. (C) Insurance: • Handle Renewal of Insurance (Local/Foreign Property), Cancellation of Insurance policy, Update static data (Change Mailing Address, Insurance Premium collection upon Redemption & etc) • Ensure and monitor all insurance policy were renewed before the policy expiry. • Upon receiving of the renewed policy, forward to MY Team to update system on the policy detail, insurance premium collection from customer and make insurance premium to Insurance Company. • Send Oversee Mortgage Monthly Report on Expiring and Expired insurance to Product and Mobile Support to contact customer on the renewal policy. • Liaise with Insurance Company if there is any discrepancy on the policy or insurance premium. (D) Project/ Support New Product implementation: • Coordinate with upstream (Product Manage / Business Unit). • Coordinate with IT and Vendor for issues/defect raise during UAT testing and Production. (E) People: • Supervise staff. • Support the training need to MY Team at KL. Show less
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RHB Banking Group
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Malaysia
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Financial Services
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700 & Above Employee
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Manager
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May 2017 - Sep 2021
Credit Operation Financial Team Credit Operation Financial Team
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Manager
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Sep 2014 - Apr 2017
Credit Operation on Limit Team and Financial Team. Credit Operation on Limit Team and Financial Team.
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OCBC Bank
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Indonesia
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Banking
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700 & Above Employee
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Manager
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Mar 2001 - Aug 2014
Credit Operation Corporate Financial Team Credit Operation Corporate Financial Team
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Education
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1990 - 1991
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Retail Sales Service & Core Skills for Effectiveness & Change
Community
