Karl Barcelon work email
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Karl Barcelon personal email
A seasoned professional with eight years in Australian superannuation, five years in coaching, two and a half years in quality assurance, and three years in remediation. My passion for public speaking has developed my communication skills which now complement my expertise to convey complex concepts. With a track record of success, I bring a unique blend of skills and a proactive problem-solving approach, making me a valuable asset to any organisation.
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DirectorPlayer One StartSydney, Nsw, Au -
Senior ConsultantInsignia Financial Aug 2022 - Jan 2024Sydney, New South Wales, AustraliaEnd-to-end remediation for MLC Superannuation and Investment customers who have been impacted by fees for no service from financial advisers.• Demonstrated advanced knowledge in superannuation, including remediation rules and regulations, to effectively analyse, facilitate, and reconcile large volumes of data using various business applications, including Microsoft Office, JIRA, and Confluence.• Collaborated continuously with IT stakeholders to enhance and optimise current end-to-end procedures, ensuring successful delivery of business objectives.• Fostered relationships and collaborated with all internal and external stakeholders, effectively communicating project progress, internal finance, data reconciliations, technology requests and resolving issues to ensure timely completions.• High proficiency in MLC systems, products, and processes such as Compass (MasterKey), W-link (Wrap/Navigator), Plum & Mainframe Archive User Interface (MAUI). -
Quality Assurance AssociateNab Apr 2020 - Aug 2022Sydney, New South Wales, AustraliaOversee the quality processes of phone calls, letters, emails and payments performed within WRSC to ensure the highest Customer Experience, following our regulatory commitments and obligations.• Responsible for ensuring conformance to known processes across Remediation Operations and providing our Operations teams with informative and timely feedback.• Coaching to improve the quality of work completed within respective teams across the Wealth Remediation Support Centre.• Responsible for uplifting process capabilities through tailored on-the-job coaching, up-skilling, and training within the Wealth Remediation Support Centre teams. -
Quality Assurance LeadNab Oct 2021 - Mar 2022Sydney, New South Wales, AustraliaManaged a team of 6 Quality Assurance associates to ensure that quality standards were achieved across the Wealth Remediation Support Centre. Maintaining compliance with industry standards and continuously improving processes.• Responsible for the quality assurance of seven business units within the WRSC. This entails the quality assurance of phone calls, letters and emails.• Oversaw all training and coaching of all staff within WRSC. • Created and recommended approval of issue rectification plans • Responsible for compliance/risk management by monitoring compliance and risk controls, escalating issues and incident case management. -
Revenue And Reporting Team MemberMlc Australia Oct 2018 - Apr 2020North Sydney, New South Wales, AustraliaProcessing financial adviser commission payments to each licensee (Apogee, NAB, Godfrey Pembroke, Garvan) promptly and accurately every week.• Responsible for processing adviser service fee commissions for MLC’s aligned advisers, ensuring the payment is accurate and complete before the end of the pay cycle.• Answering commission inquiries from MLC’s contact centre and CommPay inbox• Analysing revenue reports from various fund managers• Discerning any suspicious adviser activity when identifying commission payments -
Wealth BankerMlc Australia Jul 2015 - Oct 2018Sydney, AustraliaContact Centre role - servicing MLC clients and advisers based on multiple MLC products such as superannuation, pensions and investments.• Superannuation, Investments, and Insurance subject matter expert.• Adviser remuneration subject matter expert.• Reporting ‘Funds Under Management’ (FUM) for department of ‘Wealth Direct Services’ (WDS). -
Full Time StudentUniversity Of Western Sydney Feb 2012 - Nov 2014 -
Consultant Inbound & Outbound (Full Time)Dylans Hearing Jul 2011 - Feb 2012• Booking hearing test appointments for new and existing clients• Educating clients about the risks of hearing loss in their workplace• Customer service
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Sales, Customer Service, RetentionsVirgin Mobile Australia Feb 2008 - Dec 2010North Sydney• Promotion and cross-selling products and services in line with company strategies• Meeting sale targets and answering queries based on products and services purchased• Identifying customer retention opportunities and responding to customer end-of-contract options and billing inquiries -
Data Entry Team LeaderStar Premium Feb 2007 - Jan 2008Blacktown & Parramatta• Organising rosters and payroll• Active role in recruitment• Managing employees to complete daily quota of data leads• Training new employees to use company systems• Boost morale of employees through motivation talks
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Office AdministratorPardo Holdings Dec 2003 - Dec 2005Kelly Ville• Data entry and record keeping• Answering phone calls to organise appointments with clients
Karl Barcelon Skills
Karl Barcelon Education Details
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Applied Finance -
AcademyCustomer Contact Certificate Iv -
Tafe NswMarketing -
Tafe NswMarketing -
Tafe NswAdvertising -
St Andrews CollegeHigh School
Frequently Asked Questions about Karl Barcelon
What company does Karl Barcelon work for?
Karl Barcelon works for Player One Start
What is Karl Barcelon's role at the current company?
Karl Barcelon's current role is Director.
What is Karl Barcelon's email address?
Karl Barcelon's email address is k.****@****.edu.au
What schools did Karl Barcelon attend?
Karl Barcelon attended University Of Western Sydney, Academy, Tafe Nsw, Tafe Nsw, Tafe Nsw, St Andrews College.
What are some of Karl Barcelon's interests?
Karl Barcelon has interest in Concentration And Good Health, Producing And Writing Music And Songs, Card Magic, Exercising The Mind By Playing Chess, Martial Arts Enthusiast, Builds Confidence.
What skills is Karl Barcelon known for?
Karl Barcelon has skills like Analytical, Team Leadership, Teamwork, Time Management, Customer Service, Sales, Business Analysis, Attention To Detail, Organized, Team Player, Negotiation, Resourceful Problem Solving.
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