James Raven Pana

Qualification

Diploma in Financial Planning RG 146 (up to SOA writing)

Availability

Immediately

Total Charge Out Rate

Contact recruiter for total chargeout rate.

Assessment

Skills

Google AdSense
1+ years, Experienced
Salesforce
5+ years, Experienced
Shopify
1+ years, Experienced

Work Experiences

Risk Management Specialist

GO-VA client Sante Realty

Sep 2020 - Present

1 year 4 months

DESCRIPTION:

Champion risk management policies and processes for the organization. Develop policies and procedures to manage risks. Propose risk-avoiding adjustments to current methods of operation to implement policies and procedures and minimize risk exposure. Manage the renewal process for all lines of insurance (D&O, umbrella, property). Provide insurance renewal summaries and periodic market updates to senior management. Periodically review brokers, insurers, and markets to gauge the competitiveness of the current insurance program. Manage incident reports and claims processes. Maintain compliance records related to third party insurance requirements (applicable to tenants and vendors). Evaluate contracts to ensure compliance with established standards. Oversee the development and maintenance of an enterprise contract management platform. Develop and deliver risk training and reporting that is tailored to the relevant audience. (ensuring business heads understand the risks that might affect their departments; ensuring individuals understand their own accountability for individual risks) Additional Tasks: Manage Insurance Manage Insurance Bills Applications for Brokerage License ADRE Applications for LLC Registration AZCC Manage Incidents Reports Manage Claims Processing Conduct Employee Verifications Reaching out to Vendors for Repair Contracts Attempt to Settlement of Lawsuits

REASON FOR LEAVING:

Business Reasons

Compliance Officer

VA Platinum

May 2019 - Aug 2020

1 year 3 months

DESCRIPTION:

• SOA Advice compliance Review • Fee for Service Review • Superannuation, Insurance and Investment Fraud Review • Implement and manage an effective legal compliance program. • Develop and review company policies. • Advise management on the company’s compliance with laws and regulations through detailed reports. • Create and manage effective action plans in response to audit discoveries and compliance violations. • Regularly audit company procedures, practices, and documents to identify possible weaknesses or risk. • Assess company operations to determine compliance risk. • Ensure all employees are educated on the latest regulations and processes. • Resolve employee concerns about legal compliance.

REASON FOR LEAVING:

Economic downturn due to the Covid-19 pandemic.

Implementations Analyst

RealPage Philippines

Apr 2018 - Jun 2019

1 year 2 months

DESCRIPTION:

• Lead to Lease, Onsite, OneSite and Leasestar product implementations, making sure that leads from various add sources are identified, counted, measured and will route to the correct property. • Make sure that leads are identified and all CRM functions are working such as guest card creation call recording and etc. • Identify, rectify and report issues regarding marketing content that would impact the products appeal to potential customers. • Website creation. • Make sure that cases are managed properly in salesforce so clients are billed accordingly. • Identify issues and log defects for software improvements. • Patiently communicate technical information clearly and concisely. • Provide excellent customer service including strong troubleshooting, analytical, and problem-solving. • Review contracts and agreements to ensure fulfillment and compliance. • Review and revise rents, legal rents, deposits, lease terms and other fees. • Make sure that the appropriate lease documents are available for online leasing and is correct/specific for each rental property. • Proof read and make revisions to contents provided by the client for the products like website and online leasing. • Conduct post live audits to check if all leads are identified and accounted for. • Ensure disclaimers are added and correct for each property. • Make sure that software and website contents are correct and accurate. Example “privacy policy”.

REASON FOR LEAVING:

Better opportunity / Day Job with promise of RG 416 Certification

Marketing Services Associate

RealPage Philippines

Feb 2017 - Apr 2018

1 year 2 months

DESCRIPTION:

• Responsible for marketing our client’s communities to prospective tenants. • Generate new leads for the on-site property management team by receiving incoming calls and advising prospective tenants of the features, benefits, pricing and amenities of each individual community. • Communicate with future residents over the phone and internet to set appointments and tour the community. • Speak with future residents to uncover their needs while marketing the value of the community. • Foster an on-going positive relationship with residents and delivering exceptional customer service to ensure the maximum number of our calls are converted to tours.

REASON FOR LEAVING:

Same company lateral transfer higher pay

Resubmission Specialist / Offset Printing Coordinator

Author Solutions Philippines Inc.

Jan 2012 - Feb 2017

5 years 1 month

DESCRIPTION:

• Handle escalated authors. • Ensure that deadlines are met to make books available for book signings, marketing events and orders. • Handle at least a hundred projects at a time. • Retention/cancellation prevention. • Explain processes to customers and work out a problem resolution process depending on each problem. • Fix complicated production/print/delivery issues. • Ensure product availability according to customer needs. • Explain the bill to the customers and answer disputes. • Answer inquiries about author’s royalties and financial aspects of publishing.

REASON FOR LEAVING:

Better Opportunity

Sales Professional

Stream Global Services

Aug 2010 - Jan 2011

5 months

DESCRIPTION:

• Present, promote and sell products/services. • Perform cost-­benefit and needs analysis of existing/potential customers to meet their needs. • Establish, develop and maintain positive business and customer relationships. • Reach potential customers through cold calling. • Expedite the resolution of customer problems and complaints to maximize satisfaction. • Achieve agreed upon sales targets and outcomes within schedule. • Coordinate sales effort with team members and other departments.

REASON FOR LEAVING:

Retrenchment

Customer Service Representative

Convergys Corp.

May 2010 - Jun 2011

1 year 1 month

DESCRIPTION:

• Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. • Trouble shoot technical issues about phones. • Explain the bill to the customers and answer disputes. • Attracts potential customers by answering product and service questions; suggesting information about other products and services. • Opens customer accounts by recording account information. • Maintains customer records by updating account information.

REASON FOR LEAVING:

Personal Reasons

Licenses and Certificates

Education

Bachelors Degree in Nursing

Holy Name University

2003 to 2007 (4 years )

Bachelor of Laws (3rd Year)

University of Southern Philippines Foundation

2011 to 2015 (4 years )

Diploma in Financial Planning RG 146 (up to SOA writing)

Mentor Education

2019 to 2021 (2 years )

Other info

Planned leaves

None

Hobbies and interests

Outside work, I often spend most of my time with my family. My kids are young and I want to be with them as much as I can because I know that time flies and before I know it they will already be big and independent, will have their own lives and wont have time to be with me.

Last book read

Labor Relations August 2020

Greatest work achievement

My greatest achievement was when I was hired as a Compliance Officer for a Financial Services company. I helped in reviewing Statement of Advice and gave feed back on how to make Statements of Advice more compliant to regulation.

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