Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Hobbies and Interests
Timeline
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Sheryl Medina

Summary

Successful Associate with 15 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.


Competencies: SWIFT, Global ACH, Wires

Overview

15
15
years of professional experience
1
1
Certification

Work History

Client Service Associate - Corporate and Investment Banking, Treasury Services

JPMorgan Chase & Co
02.2020 - 04.2024
  • Engage clients in day-to-day service transaction, advice needs and client problem resolution related to banking solution
  • Accurate and timely documentation on all inquiries received
  • Partner with leadership team, other team members and business partner to resolve client issues and to meet business goals
  • Meeting clients for updates and improvements needed.

Senior Team Member - Corporate and Investment Banking, Treasury Services

JPMorgan Chase & Co
03.2013 - 02.2020
  • Monitor ACH transactions and Wire queues from US, Canada, Europe and APAC at a set threshold with the goal of preventing wholesale clients and other financial institution from falling victims of fraud
  • Outbound call to external and internal partners to validate payments
  • Actively engaged internal partners for escalation
  • Frontline helpdesk agent for Online Banking Treasury products profiles with 8 - 12 Billion annual income
  • Escalate identified potential business impacting issues with Relationship/Service teams, Product Managers and Operations Manager
  • Subject Matter Expert for Corporate & Investment banking TOP 250 Clients.

Mortgage Analyst, PHH Mortgage

Sutherland Global Services
07.2009 - 03.2013
  • Evaluate mortgage loan requests in order to approve or deny applications.

Education

Bachelor of Science in Business Administration - Financial and Management Accounting

University of the Assumption

Justino Sevilla High School

Skills

  • Customer Service
  • Coaching
  • Service and support
  • Time management
  • Strong work ethic
  • Adaptability
  • Collaboration
  • Great Team Player
  • Empathy and patience
  • Data entry proficiency
  • Professionalism and Etiquette
  • Interpersonal and written communication

Certification

  • Lean Six Sigma (Ateneo de Manila University)
  • Civil Service

Languages

English (fluent)
Tagalog (fluent)
Pampango (native)

Hobbies and Interests

  • Health
  • Animal Welfare
  • Music
  • Technology
  • Travel

Timeline

Client Service Associate - Corporate and Investment Banking, Treasury Services

JPMorgan Chase & Co
02.2020 - 04.2024

Senior Team Member - Corporate and Investment Banking, Treasury Services

JPMorgan Chase & Co
03.2013 - 02.2020

Mortgage Analyst, PHH Mortgage

Sutherland Global Services
07.2009 - 03.2013

Bachelor of Science in Business Administration - Financial and Management Accounting

University of the Assumption

Justino Sevilla High School
Sheryl Medina