Experience

Trustees Executors Limited

• New Zealand
• Financial Services
• 100 - 200 Employee

• Client Analyst

  • Mar 2022 - Present

• Associate Client Analyst

  • Aug 2020 - Mar 2022

  - Review and monitor client compliance and risk reporting, financial statements, operational processes and other documentation, information, and intelligence.- Supervision and conducting task in relations to debt client on bond issuance, bond extensions and trust establishment- Processing and support for CTS finance receivables functions i.e., invoicing for fees, time in attendance and legal fees. Preparations on reporting instructions for supervision fees, liaise with TE Finance team on finance receivables and month end processes (as required), including maintaining oversight on overdue debtors.

• Customer Relationship Management Administrator

  • Oct 2017 - Aug 2020

  - CRM Case Management, document Upload, AML Documents Organization- Conducting CDD to ensure the completeness of the documents received- Preparing documents for discharges of loan mortgage- Conducting Peer Review on new loan applications / discharges- Preparing acknowledgement of applications / payments from clients- Maintaining the Mortgage Customer Database- Assist with mortgage custody documentation and reconciliation- Induction Pack Creation- Credit Card Request Procedures and Reimbursement process documentation- Back up Office Administration tasks- Client Meeting and Entertainment Organization- Organising set up for new employees on TEL's IT platform- GNA location and ensuring that payment is made to the client- Analysing the current GNA procedures and providing recommendation, procedures using CRM for effective work and higher productivity- Locating GNAs via calls, emails and ensuring that payments are made when found

• Mortgage Custody Administrator

  • Oct 2017 - Aug 2020

  - Co-ordinate and assist Managers with compliance of client’s loan proposals, loan drawdown authorization, timely authorising of payment batches and settlement of transactions from mortgage clients to ensure deadlines are met - Compilation and processing of daily mortgage document transactions and reconciliation to document database, maintenance of Client Custody Companies sealing registers - Compilation and processing of daily Retirement Village settlement transactions (including banking) Daily completion of TACT batching (accounting for receipts and payments of funds)- Processing and/or authorising of banking batches on various online banking platforms for GIO clients



IT One

• IT Services and IT Consulting
• 200 - 300 Employee

• Quality Assurance Test Lead

  • Sep 2015 - Jan 2017

  SCG Paper Packaging SAP Re-implement ECC 6 Project• Lead QA testing for SAP SD, MM module and interface around SAP SD like KOS (KraftOrdering System).• Creation and execution software test plans, cases and manual test scripts• Continuous Interaction with customers to learn and document requirements that werethen used to produce business requirements documents.• Interaction with designers to understand software limitations.Perform training sessions for the team.• UAT support and coordinator both local (Thailand) and Overseas.• Conduct UAT Kick Off presentation at SCG Vietnam• Conduct UAT Kick Off presentation at SCG Philippines• Ongoing Support during business simulation test• First tier response after go-live (Application management)

• Senior Test Analyst

  • Jan 2013 - Aug 2015

  SCG CBM Precast Concrete Implement Project • Lead the testing team, creation of test plan and approach for Pre-sales, Sales,Operations and Billing module to define and execute test plans for new, enhancedfunctionality & regression tests according to standards.• Test cases and test scripts development• Continuous Interaction with customers to ensure the outcome of testing in alignmentwith the detailed designs specification• Provide support and help in the design phase of the project by reviewing the DDS withthe requirement list and personal meeting with the customer.• UAT coordinator• Training document creation prior to UAT phase in alignment to the design document



KASIKORNBANK

• Thailand
• Banking
• 700 & Above Employee

• Test Analyst

  • Jan 2012 - Jan 2013

  Execution of test cases and test script for TEMENOS system and CT-WIN system Execution of test cases and test script for TEMENOS system and CT-WIN system