2013
Bachelor in Science in Accountancy
Southern Luzon State University
Your Project Manager
I’m an organized individual transitioning to Project Management and Freelancing. I have 8 years of experience in Business Excellence and Strategy. I am passionate about innovation, finding solutions to ensure compliance, and helping businesses achieve their goals.
My Skills and Competencies
Project Planning and Monitoring
Social Media Management
Data Entry
Content Creation
Data Analysis and Reporting
Certificates
My Experience and Education
2020
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2022
Wells Fargo Philippines
(Business Support Associate-Business Excellence)
• Conducted Business Review Process to ensure the quality assurance steps performed on a review and the scripts used are aligned with the Auto Policies and Procedures
• Collaborated with Quality Managers, Script Developers, Business Owners, Business Leaders, and Other Business Strategy and Support teams on various review processes to resolve gaps and address opportunities identified in the Quality and Assurance teams
• Acted as a liaison between Quality Assurance Teams and Business Leaders to communicate findings and decide on decision outcomes of disputes from businesses before submitting results to the Reporting Team
On-Shore Reporting
• Developed a report via Excel which measures the accuracy rate of on-shore and off-shore Quality Assurance Teams and communicated monthly results to BRP Leaders
• Developed a report which tracks and consolidates observations made by the Quality Teams on various reviews to identify trends and address any related opportunities for process improvements and communicate monthly results to BRP Leader
• Tracked, analyzed, and reported weekly and monthly KPIs results from Quality Managers and provided insights to ensure targets are met
Off-Shore Reporting
• Developed and designed a report on compliance of learning courses for Consumer Lending India and the Philippines leaders to ensure all business required courses are completed on or before due dates
• Collaborated with other Specialists from different lines of business within Consumer Lending Philippines to support leadership on monthly reports on a site level, capacity planning, utilization, and other reports needed by senior leaders
Leadership (Off-shore Reporting)
• Oversaw and provided support to a team of specialists within Auto Philippines to ensure reporting needs of the group are met
• Delegated tasks to different specialists to ensure business continuity of the reports
• Provided training and coaching sessions to specialists handling reporting tasks under Auto Philippines
2019
-
2020
Wells Fargo Philippines
(Operation Analyst Team Lead-Business Strategy and Administration)
• Addressed escalations from Team Members to ensure that branches and drill teams are compliant with the post-drill documentation standard and that documentation is completed on time
• Conducted a 20% quality assurance as a last layer of control to ensure the quality of worked items is met before submission
• Forecasted volumes and scheduled manpower allocation on different tasks to meet the team's monthly deliverables
• Provided floor support to resolve immediate queries from Team Members
• Coached Team Members on process/audit findings and opportunities for improvement
• Arranged meetings and collaborated with business partners to establish and document process in Open Text
• Monitored queues to ensure items are processed and addressed timely
• Facilitate team discussions/meetings to address concerns, process gaps, and any other team opportunities
• Monitored progress of assigned Adhoc tasks to Team Members to ensure completion, make adjustments as needed, and provide support when necessary
2016
-
2019
Wells Fargo Philippines
(Sr Operations Processor-Business Strategy and Administration)
• Coordinated with Branch and Service Managers to ensure that the standard post-drill documentation is met and ensure compliance with state regulations and policies
• Conducted peer review audits to ensure the quality of worked items on pre-work and post-work activities on SDB Escheatment process are met before submission
• Addressed Team Member process-related queries and clarifications as Subject Matter Expert of Safe Deposit Services-Escheatment Process and Records Management Process
• Facilitated process training of new Team Members
Projects
• Drafted a playbook for Team Members as a one-stop-shop of resources of policies and procedures
• Drafted a training plan from on-boarding to go-live of new Team Members
• Co-Designed a tool that tracks productivity, identify priority and automatically assign item from the queue, and automate sending emails
2014
-
2019
Wells Fargo Philippines
(Operations Processor)
• Conducted pre and post-work activities on the escheatment process of past due safe deposit to mitigate risks involved and ensure that branches and the company are compliant with the State Rules and Regulations.
Projects
• Developed a Rewards and Recognition program for our team to recognize Team Members for their contributions and for going beyond the expectations.
• Developed an excel tool that tracks and identifies the priority of items in our queue
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Content Creation
Promote companies' products and services by developing copy for websites, social media, marketing materials.
Project Management
Plan, manage and communicate the progress of the project, and achieve milestones
Data Analysis and Reporting
Analyze data and provide insights/visuals to help the business drive performance.