Jackie D. Primo

Experience

• 

  Harte Hanks

  Jan 2020 - Feb 2021

  Teleservices Representative I

  • Helped customers to solve their queries with regards to forgotten password/email, status of their account, and troubleshooting techniques.

• 

  Manila House Private Club, Inc.

  Sept 2021 - Jan 2022

  Finance Intern

  • Helped in checking the accuracy and completenessof the receipts from all F&B transactions.• Posted Daily Journal Entries, and Annual Dues in theaccounting system - QuickBooks• Prepared raw file/excel file for some reports that areneeded by the Income Auditor.

• 

  Citi

  May 2022 - now

  • Ensures Credit Approvals are obtained and incompliance with the Credit Policy.• Performs maintenance of approved credit facilitiesand obligor in the system.• Prepares and maintains monthly report of customerExpiring Credit Approvals that's being sent to clientcountry and relationship managers.• Participates in Quarterly Service Call with respectiveclient country to assess and ensure accuracy andtimeliness with the requests handle in the pastquarter.• Assists in User Acceptance Testing (UAT) as part ofsystem upgrade or migration of activities.• Mentors junior team members on processes, CreditSystem, and Credit Policy. Show less

  • Credit Maintenance Analyst II (Assistant Manager)

    Nov 2023 - now

  • Risk Operations Analyst I

    May 2022 - Nov 2023