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Joanah Kristal G. Villegas has over 7 years of experience in financial services working at JP Morgan Chase & Co. She currently holds the role of Senior Team Member in the Dublin FSO Dealing team. Prior to this, she was a Team Member in the same department from 2010 to 2015. She has also been cross-trained in other teams such as Dublin BLK Dealing, Dublin Pricing Team, and Dublin HK Dealing. From 2011 to 2013, she worked as a UK Reconciliation Specialist. She graduated from University of Santo Tomas with a B.S. in Business Administration majoring in Financial Management.
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- 1. JOANAH KRISTAL G. VILLEGAS Address: #12 Crystal St. Rockville Sub division Phase 2 San Bartolome, Novaliches, Q.C. Telephone No.: (02) 930-8328 Mobile No.: 0917-559-5108 Email: kristalvillegas@yahoo.com EDUCATION UNIVERSITY OF SANTO TOMAS B.S. Business Administration Major in Financial Management Batch 2011 WORK-RELATED EXPERIENCE Dublin FSO Dealing- Senior Team Member (JP MORGAN CHASE & CO.) – Feb 2015 - Present • Quality control of transaction and correspondence response of junior team members. • Ensure business standards are met on a consistent basis. • Handled complex queries. • Ensure that all deals received from shareholders are executed in timely and accurate manner. • Ability to escalate issues to senior managers were appropriate. • Manage all audit related request • Communicate all potential issues on a daily basis • Continuously monitor and evaluate current process in order to identify areas where efficiencies can be gained. • Ensure team’s procedures are regularly reviewed and updated. • Support team mangers in his daily and adhoc tasks Dublin FSO Dealing- Team Member (JP MORGAN CHASE & CO.) – June 2010 to Jan 2015 • Ensure business standards are met on a consistent basis. • Handled complex queries. • Ability to escalate issues to senior managers were appropriate. • Communicate all potential issues on a daily basis • Continuously monitor and evaluate current process in order to identify areas where efficiencies can be gained. • Ensure team’s procedures are regularly reviewed and updated. • Support team mangers in his daily and adhoc tasks CROSS TRAINED - Dublin BLK Dealing (JP MORGAN CHASE & CO.) – July 2014 to Present • Ensure that all deals are booked on timely and efficient manner • CROSS TRAINED - Dublin Pricing Team (JP MORGAN CHASE & CO.) – May 2013 to Present • Ensure that all funds are priced on a Timely and Accurate manner CROSS TRAINED - Dublin HK Dealing (JP MORGAN CHASE & CO.) – July 2013 to Present • Ensure that all deals are booked on timely and efficient manner • 100% Accuracy in verifying booked deals. UK Reconciliation Specialist – June 2011 – July 2013 • Ensure that all matching is practiced and proposed on timely and efficient manner
- 2. • Ensure all exceptions are taken ownership of and updated with relative note of clearance; investigate all transaction to an acceptable level of prompt clearance • Communicate all potential issues on a daily basis and therefore eliminating the risk of aged outstanding items • Continuously monitor and evaluate current process in order to identify areas where efficiencies can be gained. • Ensure team’s procedures are regularly reviewed and updated. • Identify chasing of outstanding trades • 100% Timeliness and accurate in all reconciliation reports. PROJECTS HANDLED & EXTRA-CURRICULAR ACTIVITIES FSO Dealing Paperless Project The work involves the implementation of paperless project in FSO Dealing Team. It lessens the costs of using the paper, printer maintenance and storage costs by 75% annually. It also ensures that all related audit request are properly stored in the system. Supply and Document Management - Handles all document management related for Dublin FSO , BLK Dealing, Pricing Team & UK Reconciliation Team - Handles all supplies needs for Dublin FSO, BLK Dealing, Pricing Team & UK Reconciliation Team. It also aims to lessen the costs by 50% this year, Transfer Agency: Training Champ and Engagement Committee - Handles training activities for FSO dealing Team - Ensures that all training are accomplished for Dublin FSO , BLK Dealing, Pricing Team & UK Reconciliation Team - Handles Team Building Activities for Transfer Agency - Handles Monthly activities like (YFSF, Chinese year and etc.) SKILLS • Knowledgeable of General Transfer Agency Processes and procedure • Ability to work under pressure to meet deadlines. Priority focused. • People Management skills • Strong analytical ability • Self-Starter and Quick learner • Computer Skills such as MS Office, GFAS, Oracle, Rufus and etc. TRAININGS AND RECOGNITIONS Q2 2015 Recipient, CIB CAO Excellence Award for efficiency (Individual Category) Q2 2015 Recipient, Extra Miller Award 2014- 2015 2- Time Recipient, A-Class Award 2013 – 2015 3-Time Recipient, Meet Plus Rating July – Sept 2013 Process Training for FSO Dealing, Dublin, Ireland Aug – Oct 2011 Process Training for UK Reconciliation, London, England
- 3. CHARACTER REFERENCE *Available upon request