Rochelle Tolon, Cep Email & Phone Number

Philippines

NCR - National Capital Region, Philippines

• As a Senior Stock Plan Administrator, my tasks include, but not limited to, the following:
• Processing New Grants
• Processing Option Exercises and RSU Releases for all employees and other equity holders
• Ensuring compliance with mobility taxation rules for transactions involving employees with state-to-state or country-to-country transfers
• Processing ESPP Purchases and Related Activities
• Setting up New Hire accounts in database (Equity Edge, Certent)

Taguig, National Capital Region, Philippines

• Primary Duties and Responsibilities:
• Manage a team of sales associates the provide day-to-day support requirements for the Credit Cards, Personal Loans and Auto Loans Store Sales Channel of the bank
• Provide Support to the Store Sales Channel Head, the Regional Store Sales Channel Heads, and the Channel Managers by fulfilling various sales related administrative tasks and fulfillment of customer requirements and.
• Handle escalations from various stakeholders (customers, store managers and sales managers, third party contacts, etc)

Mandaluyong, National Capital Region, Philippines

Duties and Responsibilities:Provide prompt and accurate response to RFP requests in behalf of our client/s.

Makati, National Capital Region, Philippines

• Duties and Responsibilities:
• Manage a team of bank officers who are designated to support the bank's CCPL Channel Managers
• Provide administrative support to the New Business Unit by ensuring that all administrative functions and operation are fulfilled in a timely manner
• Prepare and update DOIs whenever applicable
• Handle escalations

Makati, National Capital Region, Philippines

• Duties and Responsibilities:
• Convert existing custom reports for Equity Edge clients to EEO Custom Reports
• Manage other technical report writers and validate the converted reports prior to submission and client review.

Makati, National Capital Region, Philippines

As an Applications Support Associate, my main task was to assist corporate clients who need assistance in using Equity Edge as their Stock Administration platform or fixing any data-related issues that cause report discrepancies or inconsistencies. My other tasks include:- escalation of Tier 2 cases to senior associates- coordination with Product.

Makati, National Capital Region, Philippines

• Provide customer support for a brokerage firm by handling inbound calls and responding to e-mails.
• with Active Series 7 and 63 license during the entire employment duration

Makati, National Capital Region, Philippines

• Outbound Customer Service Associate, Sales Business Unit (February 2004 – August 2004)
• Perform client callouts to secure sales related informationResource Specialist, Corporate Growth and Planning Department (September 2004 – January 2006)
• Generate reports related to capacity planning requirements (e.g. headcount tracking and forecasting)Inbound Financial Accounts Associate, Financial Services Business Unit (February 2006 – May 2007)
• Provide customer support for a brokerage firm by handling inbound calls
• With Active Series 7 and 63 license during the entire employment duration

Mandaluyong, National Capital Region, Philippines

• Remedial Staff, Receivables Management Group (April - November 2003)
• Contact customers with delinquent housing loan accountsCorporate Planning Staff – MIS - (December 2003-January 2004)
• Generate sales reports