KCLYN S. ESCONDO
Pampanga,Apalit
Summary
Professional with proven track record in account management and banking operations delivering impactful results through strategic planning and client relationship building. Expertise in leading cross-functional teams, driving operational efficiency and growth, and adapting to evolving business needs. Strong skills in financial reconciliation, problem-solving, and project management ensuring successful outcomes and high client satisfaction. Known for reliability, flexibility, and collaborative approach to achieving team goals.
Overview
7
7
years of professional experience
Work History
Senior Account Manager - Operations Compliance Auditor
AI Lean
07.2024 - Current
- Led client relationship management, enhancing customer satisfaction and retention strategies.
- Spearheaded the onboarding of 428 storage facility locations across the US and Canada, developing and managing the end-to-end process.
- Providing comprehensive account management daily for corporate clients, utilizing Zendesk ticketing and phone, and weekly client check-ins in Zoom to ensure exceptional service and support.
- Knowledgeable in US and Canadian lien laws, ensuring full compliance with legal procedures related to storage facility and auction processes.
- Conducting regular software audits for operational processes to ensure adherence to internal policies, external regulations, and industry standards.
- Proactively identify and mitigate potential risks and platform bugs associated with the lien processes, maintaining the integrity of all auction events.
- Streamlined communication processes between clients and internal stakeholders, improving operational efficiency.
- Verifying all auction activities aligned with legal standards and organizational policies.
- Analyzed data on client behavior patterns to inform future account management strategies, resulting in higher retention rates.
- Leading the enhancement (JIRA reporting) and testing of the company's software, facilitating the migration and documentation of processes and policies for increased efficiency.
- Providing training and coaching session to clients and team members on software updates for seamless adoption and optimal utilization of new features.
- Reconcile facility payments and past-due records, ensuring accurate and timely updates within the system.
- Key member of the internal recruitment team, assisting with candidate sourcing and initial screening.
- Maintain comprehensive records of auction activities, submitting detailed reports to management and adhering to established protocols for documentation.
- Fostering a collaborative environment through effective coordination of cross-functional teams involved in the auction process.
- Conducted regular performance reviews of accounts to ensure alignment with business goals and targets.
- Promoted from Junior Account Manager to Senior Account Manager in 6 months.
Reconciliation Analyst
Hong Kong and Shanghai Banking Corporation
11.2022 - 07.2024
- Handled day-to-day accounting processes to drive financial accuracy across global money markets, such as Cash, Securities, Options, Futures, and Interim.
- Maintained accurate fund valuations for investment portfolios, including Hedge, Private Equity, and Capital accounts.
- Analyzed variances in financial statements, identifying discrepancies and implementing corrective measures.
- Conducted monthly reconciliations to ensure accurate financial reporting and compliance with regulatory standards for Cash, Securities, and Interim accounts.
- Actively participated in risk and control implementation and enhancement initiatives, contributing to a robust control environment.
- Collaborated with global stakeholders in governance calls to ensure adherence to control policies.
- Led initiatives to automate reconciliation workflows, reducing manual effort and increasing processing speed.
- Supported internal and external audit requests, providing accurate documentation and assisting in issue resolution.
- Coordinated system migrations and testing of processes and policies within the Philippines and Europe region.
- Mentored junior analysts, providing guidance on complex reconciliations and best practices for accuracy.
- Provided quality assurance for the Europe region's major reconciliations.
- Monitored key performance indicators related to reconciliation activities, driving continuous improvement efforts.
- Generated timely and accurate reports on outstanding items daily, fortnightly, and monthly.
- Recognized for outstanding performance with two 'Outstanding Employee' awards in 2023 (Q2) and 2024 (Q1).
Loans Operations Associate
Sterling Bank of Asia
08.2018 - 10.2022
- Managed high volume of loan transactions, including processing checks, cash payments, insurance premiums, and generating invoices.
- Executed end-to-end recording of loan accounts in the database.
- Systematized application of daily loan transactions.
- Streamlined operational processes to enhance efficiency in daily bank operations.
- Performed daily balance sheet substantiation and generated financial reports, providing timely and accurate financial information.
- Coordinated interdepartmental communication to resolve customer inquiries promptly.
- Maintained meticulous inventory and safekeeping of post-dated checks and timely clearing.
- Prepared accounts payable disbursements for loan clients, collection agencies, and dealers, facilitating timely payments and maintaining positive relationships.
- Manually processed statements of accounts, payment histories, and settlement statements for loan clients.
- Handled the release of collateral documents for loan clients, with adherence to internal procedures and regulatory requirements.
- Monitored transactions from the head office and other branches.
- Maintained accurate records using various software systems, ensuring data integrity and regulatory compliance.
- Led quality assurance initiatives, significantly reducing incidence of product defects.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Education
Bachelor of Science - Entrepreneurship
Bulacan State University
Malolos, Bulacan06-2018
Skills
- Audit and Regulatory Compliance
- Risk Management
- Software Development
- Operations
- Leadership management trained
- Strategic Planning
- Analytical Skills
- Policy Development
- Database management
- Customer Onboarding
- Bank Reconciliation
- Recruitment Coordinator
- Customer Relationship Management
- Data Entry
Timeline
Senior Account Manager - Operations Compliance Auditor
AI Lean
07.2024 - Current
Reconciliation Analyst
Hong Kong and Shanghai Banking Corporation
11.2022 - 07.2024
Loans Operations Associate
Sterling Bank of Asia
08.2018 - 10.2022
Bachelor of Science - Entrepreneurship
Bulacan State University