Patrice Tio

Experience

• 

  Citibank

  Jun 2014 - Oct 2016

  Credit Risk Analyst

  Data Management• Handles and monitors credit lines of companies in Asia • Performs review on client country companies and ascertain that they are compliant with the bank’s policies and regulations• Ensures timely and accurate processing of requests• Monitors data exceptions for Korea• Reviews daily facility changes made in the system • Uses queueing system in handling requestsReport Generation• Maintenance of monthly expiring credit reports• Ensure reports are sent to client countries in accordance with the Service Level Agreement (SLA)• Initiated automation of daily and monthly reports Process Improvement and Development• Streamlined processes to reduce time spent on special practices across Asia• Performs testing for system enhancement or back up check for COB planningOrganizational Development• Assists in training and coaching new hires• Part of the Voice of the Employees (VOE) Team, developing strategies in improving working environment - Reduced cost for the department by promoting early time out. At the same time, promoting “Work-Life-Balance” Show less

• 

  ISS | Institutional Shareholder Services

  Mar 2017 - May 2021

  Associate

  Data Management • Serves as a third-party claim filing service provider and maintains day-to-day relationship with global clients• Monitors the disbursement of class action settlements and ensures information regarding the disbursements are accurate and up to date in systems;• Handles the disbursement and reconciliation process for premier clients, constantly working with Finance team to ensure the monies recovered from the settlements are received by clients;• Works with different law firms and claims administrators to provide detailed information to clients;• Ensures timely and accurate processing of requestsProcess Improvement and Development• Suggests enhancements on reports to further improve internal workflow processes;• Mentors new hiresReport Generation• Reviews the reports sent to the clients and ensures latest information are reflectedOrganizational Development• Organized a year end party for almost 400 employees• Promoted CSR activities to help save the environment Show less

• 

  RepRisk

  May 2021 - now

  Data Management• Support research and analysis for markets, also competitive intelligence• Capture and monitor incoming requests • Support Partnership Account Manager and the Head of the team on various administrative tasks, ad hoc analysis, or research projectsProcess Improvement and Development• Create and maintain relevant process guideline documents• Streamline certain processes in accordance with existing guidelinesReport Generation• Quarterly and annual reporting of metrics• Quarterly reporting of usage statistics on our products Show less

  • Business Development Executive, Partnerships

    Jan 2024 - now

  • Partnership Account Manager

    Jul 2022 - Mar 2024

  • Partnerships Coordinator

    May 2021 - Jul 2022