Process Executive

• Process Executive jobs in the Philippines

491 Process Executive jobs in the Philippines Process Executive

Posted today

Job Description

Be a #KaInfoscion and become an ambassador of our core values - CLIFE+S; Client Value, Leadership by Example, Integrity and Transparency, Fairness, Excellence and Stewardship.

Overview of the role but not limited to:

• Assisting customers via calls as the major support channel (channels may also vary depending on the program and business need such as email and chats) and provide appropriate and timely resolution to concerns or queries following organization's and client's SOPs thereby ensuring customer satisfaction
• Reviewing and verifying loan applications and supporting documentation as per Standard operating procedures while ensuring customer satisfaction
• Follow a systematic, disciplined and analytical approach to problem solving to meet set standards and agreed procedures. Execute transactions as per the prescribed timelines.
• Meeting program specific KPIs (Key Performance Indicators) and SLAs (Service Level Agreements) to ensure client satisfaction as part of employee performance evaluation
• Adherent to program specific processes, policies & procedures
• Perform assigned tasks and ad-hocs based on business need

Requirements:

• Graduate of any degree, preferably in business management, accounting and the like
• Fresh graduates and industry shifters are highly encouraged to apply
• Background/knowledge on U.S. mortgage regulations, guidelines, and underwriting processes is a huge advantage but not required
• Excellent communication skills and must be fluent in speaking, writing & reading English
• With no issues and concerns reporting onsite 100%. Candidates who live near our offices will have better advantages
• With no issues and concerns working on night shifts, shifting schedules and split-offs as necessary, working on holidays and weekends
• Good attention to details and strong problem-solving skills
• Customer-focused, solution oriented and KPI-driven

We would gladly accept all applications, but we DO NOT offer any roles for a permanent Work-From-Home setup, hybrid work setup, fixed dayshift schedules, fixed working schedules, fixed weekends off or pure non-voice. If any of the outlined instances may happen, this is based on internal business decision with certain requirements.

Our office is located at 5th Floor Recruitment Hub Vector II, Northgate Cyberzone Filinvest Corporate Center, Alabang, Muntinlupa City.

We value Diversity, Equity, and Belongingness. Infosys values diversity and belongingness and is committed to the principles of being an equal employment employer. Therefore, Infosys complies with all applicable laws prohibiting discrimination or harassment against any applicant or employee. This includes discrimination or harassment based on age, race, color, gender, national origin, religion, creed, disability, veteran status, genetic information, sexual orientation, gender identity, pregnancy, marital status, citizenship status, ancestry, and any other personal characteristic protected by applicable law. This also applies to all personnel actions, including recruitment, hiring, placement, promotion, transfer, separation, compensation, benefits, training, and education. #Infosys #InfosysBPM #KaInfoscion #GreatPlaceToWork #INFYBPMPhilippines #JoinINFYBPMPhilippines #LifeAtINFYBPMPhilippines

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Process Executive-Ops

₱ - ₱ Y Cognizant Technology Solutions

Posted today

Job Description

Job Summary

Join our dynamic team as a Process Executive-Ops where you will play a crucial role in supporting our operations with your expertise in DBPool. This hybrid role offers a unique opportunity to work in rotational shifts ensuring seamless operations across various domains such as Registrars & Transfer Agents Ops Fund Administration and Wealth Management Operations. Your contribution will be vital in enhancing our service delivery and operational efficiency.

Responsibilities

• Support daily operations by efficiently managing tasks related to DBPool ensuring smooth workflow and timely completion of assignments.
• Collaborate with team members to address operational challenges and implement effective solutions that enhance productivity.
• Monitor and analyze operational data to identify trends and areas for improvement contributing to the continuous enhancement of processes.
• Communicate effectively with stakeholders to provide updates on operational status and address any concerns promptly.
• Assist in the preparation of reports and documentation ensuring accuracy and compliance with company standards.
• Participate in team meetings and contribute ideas for process improvements and innovation.
• Ensure adherence to company policies and procedures maintaining a high standard of operational excellence.
• Utilize domain knowledge in Registrars & Transfer Agents Ops Fund Administration and Wealth Management Operations to support specialized tasks.
• Adapt to rotational shifts demonstrating flexibility and commitment to meeting operational demands.
• Provide exceptional service to internal and external clients fostering positive relationships and trust.
• Maintain confidentiality and security of sensitive information adhering to company guidelines.
• Engage in continuous learning and development opportunities to enhance skills and knowledge in relevant areas.
• Contribute to the companys mission by ensuring efficient and effective operations that support overall business objectives.

Qualifications

• Demonstrate proficiency in DBPool showcasing the ability to manage and execute tasks effectively.
• Possess strong communication skills in English with the ability to read write and speak fluently.
• Exhibit a foundational understanding of Registrars & Transfer Agents Ops Fund Administration and Wealth Management Operations.
• Show willingness to work in a hybrid model and adapt to rotational shifts as required.
• Display a proactive approach to problem-solving and process improvement.
• Demonstrate attention to detail and accuracy in all operational tasks.
• Possess a collaborative mindset working well within a team environment.

Certifications Required

Certification in Database Management or related field is preferred.

Senior Process Executive

₱ - ₱ Y Cognizant Technology Solutions

Posted today

Job Description

Job Summary

We are seeking a Senior Process Executive for our B&L team with 4 to 5 years of experience. The ideal candidate will have strong technical skills in MS Excel and preferably domain experience in Consumer Lending Cards & Payments. This hybrid role involves day shifts and does not require travel.

Responsibilities

• Lead the execution of daily operational tasks with precision and efficiency.
• Oversee the management and analysis of data using MS Excel to ensure accuracy and reliability.
• Provide support in the development and implementation of process improvements.
• Collaborate with team members to ensure seamless workflow and communication.
• Monitor and report on key performance indicators to track progress and identify areas for improvement.
• Ensure compliance with company policies and industry regulations.
• Assist in the preparation of reports and presentations for stakeholders.
• Conduct regular reviews of processes to identify and mitigate risks.
• Support the training and development of junior team members.
• Engage with clients to understand their needs and provide tailored solutions.
• Utilize domain knowledge in Consumer Lending Cards & Payments to enhance service delivery.
• Contribute to the development of best practices and standard operating procedures.
• Maintain up-to-date knowledge of industry trends and advancements.

Qualifications

• Possess strong technical skills in MS Excel essential for data management and analysis.
• Have domain experience in Consumer Lending Cards & Payments which is highly desirable.
• Demonstrate excellent communication and collaboration skills.
• Show ability to work independently and manage multiple tasks efficiently.
• Exhibit strong problem-solving skills and attention to detail.
• Have a proactive approach to identifying and implementing process improvements.
• Display commitment to continuous learning and professional development.

Senior Process Executive-O2C

Posted today

Job Description

Job Summary
Ability to prioritize and complete own workload with minimal supervision.

Experience of using ERP systems preferably SAP.

Good planning and organizational skills.

Ability to work well under pressure and to meet tight deadlines.

Excellent written and verbal communication skills.

Ability and willingness to work as a team and to support all functions where necessary.

Good interpersonal skills.

Conscientious approach to work.

Responsibilities
Manage key customers for the business ensuring excellent service delivery at all times and attending face to face meetings with customers on a regular basis.

Receive and handle telephone enquiries from customers. Ensure that product alternatives are offered where necessary.

Manage group mailbox ensuring that all orders are placed on a daily basis and all inquiries are dealt in a timely manner.

Process credit notes as required relating to price or delivery discrepancies.

Ensure all customer feedback is logged immediately tickets followed up and customer receives timely feedback.

Liaise with appropriate warehouse personnel in respect of product distribution shipping lead time and product returns.

Provide prompt and accurate feedback to the Customer Service Team Leader on any specific issues as they arise.

Liaise with other internal departments in respect of resolving customer enquiries.

Build and maintain strong working relationships with Customers the Commercial team and all other internal functions.

Cover for other team members as required (cross country cover required).

Over 1 year experience in B2B CS Account Order to Cash or similar experience

HVAC Process Support Executive

Posted today

Job Description

***PLEASE DO NOT APPLY FOR THIS POSITION IF YOU DO NOT HAVE PRIOR EXPERIENCE AS AN OFFICE MANAGER OR IN HANDLING ADMINISTRATIVE TASKS***

About the Company:

Aidey is one of the fastest-growing BPO companies in the Philippines, providing businesses of all sizes with an efficient way to manage their operations through flexible and cost-effective outsourcing solutions.

Different brands use Aidey\'s diverse services which include Customer Service, Technical Service, Customer Success, and Back Office functions. Companies from the SaaS, e-commerce, hospitality, and services industries use Aidey\'s services to streamline their operations for peak efficiency and create flawless experiences for their customers.

About the Client:

The client empowers small HVAC contractors by giving them access to experienced office managers enhanced by AI technology. We\'re revolutionizing how small HVAC businesses manage their operations, providing them with top-tier office expertise that was previously out of reach due to cost or availability constraints. Our unique model allows skilled office managers to support multiple businesses efficiently, maximizing their impact in the industry.

About the Position:

We\'re seeking a detail-oriented Process Support Executive to provide remote support to our US-based HVAC office managers. The ideal candidate will help process administrative tasks, manage documentation, and assist with customer service functions on higher-level strategic support.

Responsibilities:

• Create and process invoices for HVAC services and equipment
• Prepare and submit equipment warranty registrations for customers
• Complete and file rebate paperwork for energy-efficient installations
• Assist office managers with administrative tasks and documentation
• Maintain accurate records and follow established procedures
• Coordinate with U.S.-based office managers to ensure smooth workflow
• Support customer service initiatives as needed

Requirements:

• Excellent English communication skills: verbal, written, and reading is a MUST
• Previous experience in administrative support is a MUST
• Experience with creating professional social media content
• Proficiency with common office software and digital tools
• Be tech-savvy and quick to learn new software platforms
• Excellent attention to detail and organizational abilities
• Ability to work independently, manage multiple priorities while maintaining accuracy, and committed to meeting deadlines
• Be able to communicate professionally with US-based team members during US working hours
• Enjoy administrative work and helping businesses grow
• Basic understanding of HVAC industry terminology is an ADVANTAGE

Work Schedule:

• This is a full-time position in a work-from-home setup. You will be working 8 hours a day, 5 days a week, following the US Time zone.

Senior Executive-Training-Process Training

Posted today

Job Description

Job Description: In this role, you\'ll make an impact in the following ways:

• Build a scalable, world-class learning and education program for Capital Markets – Transfer Agency and Treasury Services.
• Create an enjoyable, energized, cohesive, and relevant learning experience across learning academy.
• Manage allocation of people and financial resources for Learning and Development and be able to adapt to other tasks such as coaching, mentoring, compliance auditing
• Own and evolve the learning roadmap for new hires and leaders, continuously building and adding learning paths.
• Leverage a deep understanding of the various services in Global Custody, to create specialized and optimized learning paths.
• Design and implement certification and implementation programs for New Hire specialists and New Hire Leadership onboarding.
• Understand the bigger picture on how effective learning impacts the overall competency and readiness of employees to set them up for success and creating positive ripple effect to the organizational goals and visions.
• Align company priorities and strategies to employee metrics and goals, evaluate employee performance and progress, and strive to recognize, encourage, and improve team performance to support organizational business targets, supporting inclusive work environments.
• Powerful communication skills to articulate clearly and confidently on complex processes in a way that would be easily understood.
• Ability to directly address conflicts and escalate issues where appropriate, including managing difficult conversations with team members.
• Strong conceptual and planning skills, time management skills, and the ability to handle multiple projects simultaneously.
• Identify training opportunities through constant TNA Training Needs Analysis to formulate and facilitate training programs, mock call scenarios, best practices, one pager process flows, refreshers, to enhance product knowledge and customer service skills
• Develop and execute sound action plans that will result to outstanding results in key performance measures.
• Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.
• Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.
• Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.

Qualifications: To be successful in this role, we\'re seeking the following:

• At least 3 years experience in instructional designing, training delivery with specialization in banking operations
• Proven leadership qualities, including effective communication, conflict resolution, and decision-making skills.
• At least 5 years of inbound client service experience from global banking operations required
• Advanced level in developing and executing training programs
• Strong interpersonal skills with developing frontline specialists through effective coaching techniques
• Deep understanding of TNA Training Needs Analysis to formulate and facilitate training programs, mock call scenarios, best practices, one pager process flows, refreshers, to enhance product knowledge and customer service skills
• At least 2 years of college degree BS / BA (72 units)
• Willing to work 100% onsite at Pasay, Alabang, and/or Cebu
• Willing to travel as needed by the business
• Willing to work night shift (North America Hours) and shifting schedule as needed by the business

Desired additional qualifications:

• Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience
• Active FINRA Series 6 / Series 7 / Series 99 as an added advantage for the role
• PMP / Project Management Equivalent / Lean Six Sigma Methodology / Data Storytelling / Coaching Methodologies
• Advanced to Expert proficiency in Microsoft Office including MS Excel, MS Word, MS PowerPoint, Power BI, and relevant digital tools
• Presentation skills, with deep understanding and expertise of the story behind the numbers
• May be required to be registered, certified, or licensed in a specialty area.

Senior Executive-Training-Process Training

Posted today

Job Description

Job Description

In this role, you\'ll make an impact in the following ways:

• Build a scalable, world-class learning and education program for Capital Markets - Transfer Agency and Treasury Services.
• Create an enjoyable, energized, cohesive, and relevant learning experience across learning academy.
• Manage allocation of people and financial resources for Learning and Development and be able to adapt to other tasks such as coaching, mentoring, compliance auditing
• Own and evolve the learning roadmap for new hires and leaders, continuously building and adding learning paths.
• Leverage a deep understanding of the various services in Global Custody, to create specialized and optimized learning paths.
• Design and implement certification and implementation programs for New Hire specialists and New Hire Leadership onboarding.
• Understand the bigger picture on how effective learning impacts the overall competency and readiness of employees to set them up for success and creating positive ripple effect to the organizational goals and visions.
• Align company priorities and strategies to employee metrics and goals, evaluate employee performance and progress, and strive to recognize, encourage, and improve team performance to support organizational business targets, supporting inclusive work environments.
• Powerful communication skills to articulate clearly and confidently on complex processes in a way that would be easily understood.
• Ability to directly address conflicts and escalate issues where appropriate, including managing difficult conversations with team members.
• Strong conceptual and planning skills, time management skills, and the ability to handle multiple projects simultaneously.
• Identify training opportunities through constant TNA Training Needs Analysis to formulate and facilitate training programs, mock call scenarios, best practices, one pager process flows, refreshers, to enhance product knowledge and customer service skills
• Develop and execute sound action plans that will result to outstanding results in key performance measures.
• Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.
• Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.
• Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.

Qualifications

To be successful in this role, we\'re seeking the following:

• At least 3 years experience in instructional designing, training delivery with specialization in banking operations
• Proven leadership qualities, including effective communication, conflict resolution, and decision-making skills.
• At least 5 years of inbound client service experience from global banking operations required
• Advanced level in developing and executing training programs
• Strong interpersonal skills with developing frontline specialists through effective coaching techniques
• Deep understanding of TNA Training Needs Analysis to formulate and facilitate training programs, mock call scenarios, best practices, one pager process flows, refreshers, to enhance product knowledge and customer service skills
• At least 2 years of college degree BS / BA (72 units)
• Willing to work 100% onsite at Pasay, Alabang, and/or Cebu
• Willing to travel as needed by the business
• Willing to work night shift (North America Hours) and shifting schedule as needed by the business

Desired additional qualifications:

• Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience
• Active FINRA Series 6 / Series 7 / Series 99 as an added advantage for the role
• PMP / Project Management Equivalent / Lean Six Sigma Methodology / Data Storytelling / Coaching Methodologies
• Advanced to Expert proficiency in Microsoft Office including MS Excel, MS Word, MS PowerPoint, Power BI, and relevant digital tools
• Presentation skills, with deep understanding and expertise of the story behind the numbers
• May be required to be registered, certified, or licensed in a specialty area.

About Us

EXL (Nasdaq: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world\'s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 55,000 employees spanning six continents. For more information, visit

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world\'s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit

EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL\'s Human Resources team, as well as our hiring managers.

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