Apols Cabusas Email & Phone Number

Provide assistance to internal and external customers on all aspects of LRN’s proprietary applications (functions include: campaign set up, system generated e-mails, system reporting, user data management, and customization) Please note these all are billable activities.Using defined systems and processes, keep both internal and external stakeholders updated as to the status of call tickets, requests, projects and changes.Update necessary tracking and reporting systems to ensure… Show more Provide assistance to internal and external customers on all aspects of LRN’s proprietary applications (functions include: campaign set up, system generated e-mails, system reporting, user data management, and customization) Please note these all are billable activities.Using defined systems and processes, keep both internal and external stakeholders updated as to the status of call tickets, requests, projects and changes.Update necessary tracking and reporting systems to ensure that group statistics can be tracked, managed and measured. Manage expectations of internal and external customers, ensuring capabilities are not exceeded to the detriment of the customer. Escalate issues related to capabilities where appropriate.Prioritize requests based on need and impact. Work with internal stakeholders to address priorities.Prepare/document and present (in written and verbal forms) product information that will assist customers with the capabilities of LRN's systems.Maintain quality levels for all work related to customers’ requests.Ensure there is an ongoing dialog between LRN and each customer with whom the Partner Assistance Center team member is working.Perform content using our inhouse tool.Providing assistance/training to customer point of contracts on LRN’s proprietary tools as well as providing solutions for an enhanced in-depth experiences.Collaborate with peers to discuss unique solutions and to document them.Perform other duties as assigned. Show less

Prepares loan package documentation by sorting the initial documents submitted by the borrowers and brokers.Ensures that updates received through the backchannel messages sent by Australian brokers and lenders are maintained in the CRM.Facilitates the credit check requests placed by brokers.Reviews all received documents to ensure completeness and adherence to task guidelines.Receives and responds to all incoming e-mails.Manages pipeline to ensure that broker… Show more Prepares loan package documentation by sorting the initial documents submitted by the borrowers and brokers.Ensures that updates received through the backchannel messages sent by Australian brokers and lenders are maintained in the CRM.Facilitates the credit check requests placed by brokers.Reviews all received documents to ensure completeness and adherence to task guidelines.Receives and responds to all incoming e-mails.Manages pipeline to ensure that broker and lender contact is made and accounts are noted with current status.Helps CS team members by answering questions or assisting them with their pre-settlement or settlement files to help the overall team success. Show less

Philippines

-Opening, maintaining and closing of bank accounts globally, managing relationships with various bank counterparties and service providers.-Preparation of signatory lists, detailing those staff who are empowered to sign documents or payment instructions for the various companies and limited partnerships administered.-Coordinating the execution of documents Conducting “4-eyes” review of other team members work.-Gathering KYC documents.-Maintaining… Show more -Opening, maintaining and closing of bank accounts globally, managing relationships with various bank counterparties and service providers.-Preparation of signatory lists, detailing those staff who are empowered to sign documents or payment instructions for the various companies and limited partnerships administered.-Coordinating the execution of documents Conducting “4-eyes” review of other team members work.-Gathering KYC documents.-Maintaining internal databases and automated control checks Maintaining centralised email inbox dealing with a broad range of requests.-Drafting and maintenance of processes and procedures.-Supporting other teams with various tasks and projects on an ad-hoc basis. Show less

Handles 14 ASIA PACIFIC countries-Activation and maintenance of locally approved credit obligors in the credit system for Institutional Client Group-Preparation of credit approvals (CA) document in the credit system based on the data provided by the relationship manager and Risk for Annual -Review, Interim, Extension and Initial following the established procedures, policies and checkpoints-Input and maintenance of approved credit facilities in the credit system… Show more Handles 14 ASIA PACIFIC countries-Activation and maintenance of locally approved credit obligors in the credit system for Institutional Client Group-Preparation of credit approvals (CA) document in the credit system based on the data provided by the relationship manager and Risk for Annual -Review, Interim, Extension and Initial following the established procedures, policies and checkpoints-Input and maintenance of approved credit facilities in the credit system (e.g. facility creation, allocations/re-allocations, facility amendment, cancellation, classification, special handling instructions, and facility updates using “As Of” functionality)-Ensure that the credit approvals (relevant to CRMS control process) are obtained and in compliance to the credit policy-Monthly reporting of Expiring Credit Approvals and Expired Credit Approvals-Checking of approval for Classified Credit Review if in compliance to the credit policy-Monitors Data Quality Exceptions (Credit Control Panel, Support check, Optima Exceptions)-Maker/Checker of requests Show less