Ulpius Schweitzer Chingtoco Email & Phone Number

Taguig, National Capital Region, Philippines

•Account enrollment, maintenance and termination- involves comprehensive familiarization of the different investment products offered to ensure thorough understanding thereby facilitating seamless onboarding of high net worth and ultra-high net worth client accounts.•Facilitated the migration and onboarding of accounts from the Merger & Acquisitions of an acquired bank•Involved in account remediation and quality control of managed account setups•Responsible for generating and monitoring daily, weekly, and monthly business reports, preparing transactional records and cover letters to onboarded client of select investment programs.•Ensures accurate, timely escalation and resolution of all advisor inquiries.•Facilitate trainings and served as SME of the business process, application and standard operating procedures to new team members. •Account consolidation and reconciliation to mitigate any discrepancies. •Spearheaded the development and implemented a comprehensive dashboard to track productivity and error rates, enabling data-driven insights of top opportunities and real-time monitoring of team error. Leveraged Excel functions and data visualization techniques to streamline QC and production tracking of analysts, calculate accuracy metrics, and identify performance trends, improving team efficiency and supporting continuous improvement initiatives.

Alabang Muntinlupa City

• Conducts risk profiling/ screening of applicant exporters and importers based on company’s internal database; ensures correctness of the declared HS codes of goods prior trade facilitation to business routes: Registration and Licensing.• Implements strict product import eligibility guidelines of goods to countries of destination by referencing to the importing country’s instructions / regulations and relevant business rules thereby ensuring regulatory compliance of transactions.• Determines the most appropriate, and relevant international standards to be applied on goods as needed for quality conformity assessment. • Provides technical-based support to applicants by informing and updating requirements to complete and satisfy product exportation within our KPI specified time frame to ensure operational excellence.• Review and audit of quality documents of applicants to check for quality management system certifications, other accreditations, factory audit report findings, etc. • Evaluates acceptability of test report parameters and methods and ensures issuance is from recognized laboratories .• Responsible for issuing the statement of registration/ statement of licensing as proof of products compliance with the country requirements for acceptance to the market destination.

• Prospects potential clients and secures meeting to expand business• Prepares presentation materials and plan proposals for client meetings to fully explain policy features in accordance to the client's needs/goals/priorities.• Conducts KYC (Know Your Customer) to prospects for proper recommendation of applicable insurance products in accordance with the client's needs and goals; • Explains and clarifies technical contract fineprint of an insurance product.• Screens and profiles an applicant prior policy application for mandatory business compliance to FATCA (US Foreign Account Tax Compliance Act), AMLA (Anti-Money Laundering Act), and alerts company to any suspicion of terrorist financing and possibility of criminal activities of politically exposed persons. • Assist clients in policy application stage by collating and submission of requirements to the underwriting department.• Provides after-sales servicing to client's thereby ensuring business persistency.• Assist beneficiaries in any insurance and medical related claims by collating needed documents and submission to claims department.• Provides fund performance history to clients to help manage their investment portfolios.

Canlubang, Laguna

• Performs physico-chemical and microbiological analyses of icings, fillings, base cakes, creams and raw materials of products.• Conducts sensory evaluation.• Highly trained sensory panelist.• Conducts and releases laboratory test reports.• In-line QA analyst concerned with RMs and FG processes.• Handles food safety and quality issues of customer and store-related complaints through process checks and investigation.• Assists R&D specialists during trial and technology transfer of new products, and recommends early action plans to mitigate problems that may encounter during actual run.• Troubleshoots issues and non-conformities encountered in products during production run.• Conducts daily verification activities such as daily routinary pathways for facility checking, in-process and finished goods monitoring for standards conformance and sensory analysis for product release and GMP audit.

• Co-headed a project focused on developing an ice cream formulation made from blends of coconut and dairy milk for market release • Canvassed and procured raw materials using the given budget directly from potential suppliers.• Optimized the ice cream formulation through Focus Group Discussion (FGD) of select highly-trained sensory panelists.• Tested physico-chemical and microbiological aspects of the final formulated ice cream product