Experience

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  Royal Bank of Canada

  • Canada
  • Banking
  • 700 & Above Employee

  • Business Operations Officer

    • Sep 2017 - Present

    Fulfillment of end-to-end processing within the Business Lending Origination Group—Small Business Operations. Responsible for advance of small businesses applications for credit cards, operating lines and loans ensuring accuracy of information related to AML and card vetting. Ensure mandatory documents are on file and vetted against fraud based on AML minimum requirements. Perform CMS updates. Utilize eCourier, Synergy, Odyssey, OLBB/CMS, Casper and Performance/Activity Tracker software programs. Maintain FX/CDN invoicing, bulk transactions, lease advances, limit changes, credit adjustments, and other account-management operations. • Support role to Automotive Finance Operations performing FX/CDN invoicing, bulk transactions, lease advances, limit changes, credit adjustments, and other account-management operations through RBC Overdrive.

  • Specialized Services Officer-Subject Matter Expert

    • Nov 2012 - Aug 2017

    Advanced to act as primary contact to provide information and recommendations regarding policy, procedure, standards, and products, and resolve escalated funding and activation issues for external and internal partners. Training all newcomers and on a daily basis delivered coaching and mentoring for teams of 40 employees during fulfilment of complex transactions to ensure accuracy and identify opportunities and risk. Proactively identified trends, recurring errors, and service gaps; provided solutions for improvements. Created documentation to translate policy and process changes into actionable workflows and training materials. Led staff training and product/process knowledge sessions in both group and individual settings for new and established team members. Key team member leading change-management processes for new business initiatives including implementation of Linx (SAP); planned and conducted staff training and collaborate with service partners and management for process improvement.  Designed new disbursement tool that processes all necessary data in one streamlined application, resulting in sharp improvement reduction in errors and time requirements. Produced written materials that defined end-to-end process for all financial products, which served as agent roadmap and significantly improved efficiency and accuracy. Received outstanding performance reviews; noted for consistent meeting/exceeding productivity and quality targets.

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  RBC

  • Toronto, Canada Area

  • Account Services Agent

    • Mar 2006 - Oct 2012
    • Toronto, Canada Area

    In initial position with company, served as subject matter expert for end-to-end processing of client mortgage loans and credit lines within established benchmarks. Organized and written all job aids, outline and illustrated, for agents’ detailed guide and reference. Prepared statement of sources...

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  RZDeLeon Accounting Services

  • Accountant/Auditor/Consultant

    • Jul 1996 - 2006

    Summary: Managed more than 100 client accounts within industries including trade, construction, real estate, manufacturing, healthcare/hospitals, schools, churches and par-churches, and professionals. For all accounts, prepared asset, liability, and capital account entries by compiling and analyz...

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  Nestle MIddle East -FZE

  • Jebel Ali Free Zone Dubai UAE

  • General Accountant/ Business Analyst

    • Jan 2003 - Feb 2004
    • Jebel Ali Free Zone Dubai UAE

    • Executive-in-charge of marketing allocation and control for two marketing categories: Chocolates and Sugar Confectionery Category, and Meals Category products— coordinating with brand managers and branch accountants of 12 countries in Middle East market.• Accountant for Product Fixed Marketin...

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  Bank of the Philippine Islands/ Family Bank &am...

  • Makati City, Phils

  • Senior Financial / Credit Analyst

    • Apr 1980 - Mar 1982
    • Makati City, Phils

    Oversaw evaluation of credit and loan applications for corporate clients of the oldest Philippine bank still in operation. Interfaced with clients to conduct interviews, inspect plants and facilities, and compile financial data. Undertook qualitative and quantitative analyses of income statement...