Joanna C.
Mid-Level Account Management Associate
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Joanna Christine R. is a seasoned Senior Associate with demonstrated expertise in account management and bank procedures. Currently, she works at Ernst And Young GDS CS Philippines in Makati City, where she plays a pivotal role in managing global priority accounts alongside team leaders and assistant managers. Her responsibilities include chargeable work execution on engagements and ensuring that projects meet deadlines. Joanna consistently monitors operational measures such as utilization and KPIs, engaging with regional and onshore champions to enhance service delivery and explore new business opportunities. Previously, she has served as a Conversion Supervisor at Masaito Development Corporation, where she supervised documentation and liaised with banks. At Northpine Land Inc., she honed her skills in finance management and documentation. She began her career as a Loan Processor and Quality Assurance Analyst, focusing on reducing risk exposure and maintaining transaction integrity. Joanna holds a BS in Math with Computer Studies from Pamantasan ng Lungsod ng Pasig and is proficient in Microsoft Office and data management. Her technical skills include proficiency in Power BI and Alteryx.
Experience
Account Management Services - Senior Associate
Ernst And Young GDS CS Philippines · 2023 — PresentLeads and manages global priority accounts for the assigned region in collaboration with Team Leaders and Assistant Managers. Executes chargeable work on engagements and ensures that project deadlines are communicated and met. Conducts ongoing review of projects, implementing corrective actions or improvements as needed. Monitors key operational measures such as utilization and KPIs, and maintains regular communication with regional and onshore champions to foster relationships and explore new business opportunities. Addresses issues raised by engagement teams in a timely manner.Technical Service Department - Conversion Supervisor
Masaito Development Corporation · 2022 — 2023Supervises daily activities of documentation officers, documentation staff, and Liaison Officers. Updates and oversees reports related to ongoing accounts for title transfers across various financing schemes. Addresses client inquiries regarding the status of title transfers and coordinates with accredited banks about account statuses and delivery dates of collateral documents. Troubleshoots accounts that encounter issues and communicates effectively with other departments.FMD Assistant
Northpine Land Inc. · 2018 — 2021Monitors and processes accounts due for title transfer within the Finance Management Department.Quality Assurance Analyst
Security Bank Corporation · 2014 — 2018Identifies irregularities in daily transactions conducted by tellers, balancing end-of-day reports for assigned branches while mitigating risk exposure to the bank.Loan Processor
RCBC Savings Bank · 2013 — 2014Pre-screens loan applications to ensure compliance with minimum information and requirements before encoding applications into the system, utilizing Power BI and Alteryx for real estate tax calculations.
Skills & Expertise
Education
- BS Math with Computer StudiesPamantasan ng Lungsod ng Pasig · 2009 — 2013