Julie Ann A. Email & Phone Number

Philippines

Minnesota, United States

Carpathian Capital Management is an alternative asset manager in Minneapolis, MN USA with specific focus on residential and commercial real estate.

Quality specialist for Pit Rho (acquired by General Motors), a software company in the auto-racing industry.• Current Project: GM Motorsports (Pit Rho) https://pitrho.com/• Previous Project: Rho Impact, Inc

Co-led a remote team in the Philippines on various research projects, ensuring timely task delivery. Served as a Quality Analyst for Pit Rho, a software company in the auto-racing industry (acquired by General Motors). Also worked as an Executive Virtual Assistant, providing high-level administrative support.

Metro Cebu, Central Visayas, Philippines

Conducted thorough research on institutional investors and fund managers within private equity and venture capital funds. Responsibilities included gathering and verifying web-based data, ensuring data accuracy, and maintaining relationships with key industry contacts to obtain proprietary information. Collaborated with cross-functional teams to deliver high-quality data products and participated in special projects as assigned.

Metro Cebu, Central Visayas, Philippines

Assist with or act in place of a Unit Manager. This includes analyzing data, quality monitoring, coaching to strengths and opportunities reinforcing the Problem Resolution model, assisting with Development Center training, answering procedural and navigational questions, conducting side by side coaching, assisting with delivery of team huddles and team meetings, ensuring that Team chats are in place, monitoring of RTA, as well as gathering and inputting of data, work with support team on staff scheduling and real time service level management needs (eg high-side), and ensure completion of Computer-Based Trainings.

Metro Cebu, Central Visayas, Philippines

Handled incoming calls from North American retail banking customers, assisting with account inquiries related to savings, checking, and debit cards (balance, fees, online banking). Performed account requests such as address changes and funds transfers, and transferred non-retail banking calls to the appropriate departments. Escalated issues to the escalation team when necessary.

Metro Cebu, Central Visayas, Philippines

Provided phone support to North American deposit account customers, following the client’s designed call flow. Addressed account-related inquiries, resolved issues, and educated customers on additional bank services to ensure first-call resolution. Consistently met monthly targets while adhering to the bank’s policies and regulations.

Tacloban, Eastern Visayas, Philippines