Jordan Javate

• Handles non-financial related requests for Insurance policies

- Adress change, Contact update, CRS update and Mode of payment change,

• HandlesFinancial related requests for Insurance policies

- Policy Full and partial surrender, Policy cancellation, Premium refund, Premium adjustments, Policy reinstatement , Fund transfer and TWS payment

• Handles endorsement of policy owner related requests to Compliance team.

• Respond to direct service requests from Bank, Customer Service, Retention Team, Insurance Specialists and other Metlife branches.

• Explains all decisions made on policy changes or issues and provides detailed supportive documentation.

• Handles daily tasks and supervision for all Transaction Processing related processes below:

• Cash2Go (Credit card balance converted to Cash)

• Balance Transfer (Credit card balance to payment to other bank)

• Personal Loan

• Rewards Redemptions (Air Miles Crediting and Gift Checks)

• Insurance Processing (all related processes for insurance)

• Bills2Pay (Credit card balance to pay for utilities)

• Account Certification

• All manual transaction postings related processes

• Invoice Billing Processing (Payment to vendors)

• Manages a team 9 staff members

• Handles Day 2 checking of below items:

• Account maintenances

• Transaction postings (financial and non-financial)

• Installment adjustments (pre-termination and cancellation)

• Insurance enrollments and cancellations

• Handles maintenances, transaction postings (financial and non-financial) and installment adjustments requested by other business units

• Handles insurance enrollments, cancellations, billings, adjustments and payments to insurance companies

• Participated in User Acceptance Testing (UAT) for Insurance system that automates report generations for billings, payments, adjustments, enrollments and cancellations

• Handles creation of journal entries for all insurance related payments

• Handles creation of journal entries for Cash to go and Balance Transfer installments

• Handles upload of new records in the delivery tracking system for Cash to go and balance transfer installments

• Handles account reconciliation requests and finance charges computation

• Handles Account certification and confirmation letter preparation and issuance

• Prepares daily, weekly, and monthly reports as required

• Support the implementation of robust controls and compliance to risk policies to prevent losses due to (external and internal) fraud and operational errors and failures

• Handles maintenances, transaction postings (financial and non-financial) and installment adjustments requested by other business units

• Handles account reconciliation requests and finance charges computation

• Handles Account certification and confirmation letter preparation and issuance

• Participated in User Acceptance Testing (UAT) for automation of postings of manual transactions

• Participated in User Acceptance Testing (UAT) for automation of postings of balance conversion installments

• Handles call outs to clients for account maintenance related concerns

• Handles call outs to clients for third party authorizations concerns

• Handles call outs to clients for automatic debit arrangement payments

• Handles creation of interim statement of accounts for sending to clients