EXPLORE


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$10 USD / Hour
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Philippines (1:24 PM)
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Joined on July 6, 2012
$10 USD / Hour
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7 years work experience on world's top companies, JP Morgan Chase & Co. and Wells Fargo Bank, other BPO in the Philippines, experienced in Customer Service, Risk Management, Financial Advising, Telemarketing. Very keen on details, proofreading, time management, very good analytic communications and multi-tasking skills.
Verifications

Odesk Project

Odesk Project
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Experience
Education Financial Services Advisor
Apr, 2012 - Present
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14 years, 3 months
Wells Fargo Bank, N.A.
Apr, 2012 - Present
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14 years, 3 months
-Processes documents received for the completion of loan applications. -Check validity of paystub, SSN card, driver's license, tax return forms/transcripts, enrollment proof, school bills, loan documents. -Reviews credit report eligibility, debt-to-income ratio, employment status for credit approval. -Occasionally makes outbound calls to student loan applicants to request required documents to be submitted.
Apr, 2012 - Present
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14 years, 3 months
Project Manager
Jun, 2011 - Mar, 2012
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9 months
QUESTEX ASIA PTE LTD (SINGAPORE)
Jun, 2011 - Mar, 2012
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9 months
- In charge of coordinating all the details required to ensure an event runs smoothly and successfully. - Manages a variety of events for the organization, including trade shows, sales meetings, business meetings, employee appreciation events and virtual events. - Coordination of approved events, including managing details like choosing the event location, arranging the schedule, selecting speakers, choosing vendors, selecting menus, procuring accommodations, creating and distributing marketing materials
Jun, 2011 - Mar, 2012
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9 months
Financial Service Advisor / Risk Management Analyst 2
Feb, 2008 - Jan, 2011
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2 years, 11 months
JP MORGAN CHASE & CO
Feb, 2008 - Jan, 2011
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2 years, 11 months
- Takes inbound calls for Chase Credit Cards and upselling value added products and services. - Adheres to prescribed quality, productivity and compliance standards. - Delivers on Sales Targets. - Processes account maintenance upon customer's request. (Balance Transfers, Change of Liability, Address/Phone Number Change, Add Authorized Users, etc.) - Helps to resolve escalated issues. - Answers incoming telephone calls from Chase credit card holders who suspect fraudulent activity on their account
Feb, 2008 - Jan, 2011
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2 years, 11 months
Education
AMA University
2000 - 2005
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5 years
Business Administration

Philippines
2000 - 2005
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5 years
Qualifications
PERSONAL GENERAL INSURANCE
2011
Singapore College of Insurance
2011
BASIC INSURANCE CONCEPTS & PRINCIPLES
2011
Singapore College of Insurance
2011
Publications
Na
NA
Na