Experienced Project Manager with 16+ years in Call Center & Financial Industry. Skilled in Migrations, Process Re-engineering, Operations Analysis, Administrative Tasks, Scheduling, and Forecasting. Known for enhancing efficiency through process improvements and cost-saving strategies. Recently completed a Diploma in Business Administration. Holds a bachelor’s degree in computer engineering.
Overview
19
19
years of professional experience
2
2
Certifications
Work History
Client Relations Officer
Tech, Rondesse
Cumming, GA
07.2023 - Current
Act as a primary point of contact between the legal office and/or lawyers and its clients
Currently handling 11 active cases, 30 hot potential clients
Responds promptly to client inquiries, emails, and phone calls, providing clear and concise information
Keep clients informed about the progress of their cases or legal matters
Assists in the onboarding process for new clients, ensuring all necessary documentation is collected and paperwork is completed
Responsible in drafting letters, correspondence, scope of work, using application software (Outlook, Word, ZohoSign, DocuSign)
Present and educate clients on legal processes, fees, and expectations
Identify opportunities for upselling additional legal services or cross-selling services offered by the firm such as Subscription Plan for Identity Theft Protection, Digital Defense, Legal Aid and Remote Technical Support
Utilizes client relationship management (CRM) systems, Ring Central, Signal, and other technology or communication app to track client interactions, manage communications, and enhance service delivery.
Guest Event
Westin Calgary Downtown
Calgary, AB
10.2022 - 09.2023
Expert
Collaborated with Banquet Supervisor and/or clients to understand the event requirements, including room setup, audiovisual needs, and catering preferences
Coordinated and planned events, ensuring all details align with the client's expectations
Assist in the setup of banquet halls, including arranging tables, chairs, linens, and decorations
Provide efficient and courteous service to guests during events, including serving food and beverages.
Project and Migrations Lead/Supervisor
Hong Kong and Shanghai Banking Corporation, HSBC
08.2015 - 11.2021
Formerly Operations Transformation and Process Excellence)
Provided support to the Head of Project and Migrations and 6 team members, ensuring all tasks, reports and projects were completed on time
Led the comprehensive management of migration and re-migration projects within a Group Service Center, overseeing the seamless transfer of processing work from HSBC businesses worldwide
Focused on data analysis, identifying areas for improvement and cost-saving opportunities across the operations department of HSBC Data Processing
Improved the delivery of high-quality services adhering to Service Level Agreements (SLA) and predefined critical timescales, following the internal Project Migrations Methodology
Provided support for ongoing projects, including coordination, communication, and documentation
Created and maintained office documents, spreadsheets, and databases
Prepared and edited correspondence, reports, and presentations.
Senior Contact Center and Operations Desk Analyst
05.2005 - 07.2015
Led a unit of approximately 5+ Operations Desk Analysts/Jr
Analysts in a Workforce Management Call Center environment
Provided insights to improve the over-all performance of daily Operations Desk activities in Global Service Centre
Created and maintained dashboard for Operations Department including reports to measure KPIs, Performance Level Agreement (PLA), Monthly Incentives and Agent’s Performance
Worked and collaborated with different departments in achieving quantitative monthly goals and ensure adherence to standard operating procedures as well as regulatory compliance guidelines.
Business Analyst
Hong Kong and Shanghai Banking Corporation, HSBC
New York
05.2018 - 11.2018
Collaborated with internal stakeholders in New York Office to initiate projects, objectives, and requirements as a Global Strategy initiative within the Regulatory Compliance Department
Identified workflow process resulting in the equivalent workload of 283 full-time employees across the department that can be transitioned or eliminated
Engaged in business units to understand their needs, challenges and goals related to work scoping, operational efficiencies, and cost-saving initiatives.
Education
Business Administration Diploma - Management
Southern Alberta Institute of Technology (SAIT)
2023
Bachelor of Science - Computer Engineering
Pamantasan ng Lungsod ng
2001
Skills
Filipino
INTERNAL
Account Updates
Maintaining Customer Database
Data Integrity
Partnership Management
Sales Proficiency
Collaborative Environments
Efficient Service
Customer Inquiries
Account Management
Contact Management Systems
Letter Writing
Customer Relationship Management (CRM) Software
Document Organization
Report Preparation
Microsoft Excel
Senior Leadership Support
Lead Generation
Administrative and Office Support
Spreadsheets
Project Management
Managing Operations and Efficiency
Scheduling and Coordinating
Accomplishments
Calgary Food Bank Volunteer – August 2023 to Present
ProServe Certified – August 2022 – 2027
Microsoft Office Certified
Alberta Driver’s License – Class 7
Short-Term Assignments: Project Manager, HSBC North America (New York) and HSBC India
HSBC Management Pool – passed the Horizon Program 2020 (Global Role Swap)
De La Salle University – Middle Management Certification, October to November 2020
Engagement Workstream, 2019, Project Lead for GSC Manila
Diversity &Inclusion Gender Balance, 2017 to 2018, Project Lead for GSC Philippines; GSC Party Working Committee, 2016, Core Member
100 Club Team Awardee - 2012 Q2 Team Award for the successful Project Verona Working Group - movement of approx
2,000+ FTEs from old to new site in Alabang, Philippines
Project Management Professional Trained – September 2010
Work Preference
Work Type
Full TimePart Time
Work Location
On-SiteRemoteHybrid
Important To Me
Work-life balanceCareer advancementHealthcare benefitsCompany CulturePaid time off
Languages
English
Upper intermediate (B2)
Interests
Music, Travel and Cats
Certification
ProServe, AGLC.CA
Microsoft Office
Middle Management Certification: De La Salle University