Sharmina Ocampo Email & Phone Number

- Prepares and publishes annual report, statement of value and industry report for small businesses in US to be filed in IRS- Performs quality check for all documents for IRS filing- Collaborates with the Retirement Plan Administrators and Account Representatives to help clients with IRS filing- Exports trust reports to be used by auditors in creating trust accounting- Completes IM Data Entry which helps the Retirement Plan Administrators in plotting transactions- Reviews and uploads Investment Management Statements of the business- Sends pre-termination letters to small business owners in the US

National Capital Region, Philippines

- Manages performance of team members to ensure quality and effectivity in handling employee concerns - Tracks team performance and deals with areas for improvement of a certain team member- Deals with HR Process Supervisors regarding process updates and changes- Contact person of few medical providers to expedite processing the invoices and physical exams documents- Part of the seasonal project of the company that deals with the first step of the employment process for the client

National Capital Region, Philippines

- Authored an article to be added in Knowledge Base being used by the campaign's skill/line of business (HRSC Exams)- Streamlines processes for the whole campaign.- Deals with HR Process Supervisors regarding process updates and changes- Contact person of few medical providers to expedite processing the invoices and physical exam documents- Handles and supports new hire employees- Audits cases that contains documents being submitted by medical providers to ensure completeness and accuracy of data.- Pull up and sends Team Level Reports such as Weekly and Monthly Scorecards

National Capital Region, Philippines

- Trained to all skills that cater clients' applicants and employees’ applications and medical documents- Assist employees regarding their Educational Assistance Program- Deals with aspiring individuals' concerns via email or phone call- Deals with documents consisting an employee's medical records- Deal with paying UPS employees’ invoices containing charges for physical exams- Part of the overall top agents based on AHT - Key Performance Indicator.

National Capital Region, Philippines

- Audits cases being processed by our campaign's advisors- Performs calibration sessions about processes with campaign's Team Leads and Supports

Bachelor Of Science - Bs, Finance And Financial Management Services

- Department of Convention, Lions Campus Club from 2016 to 2017 - Member, Financial Society from 2013 to 2017

High School Diploma

- Vice President, Social Society Association from 2012 - 2013

Elementary Graduate