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.
• 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.

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.
• 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.
• 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.

• 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.
• Assist clients in policy application stage by collating and submission of requirements to the underwriting department.

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.

• 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