Darwin Yatoc

Darwin Yatoc

Followers of Darwin Yatoc345 followers
location of Darwin YatocCebu, Central Visayas, Philippines

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  • Timeline

  • About me

    DI Phone Specialist at TD Direct Investing

  • Education

    • Fanshawe College

      2019 - 2020
      Graduate Certificate in Professional Financial Services Financial Planning and Services
    • La Salle University - Ozamiz 2

      2009 - 2013
      Bachelor of Science in Business Administration Finance and Financial Management Services
  • Experience

    • Accenture

      Mar 2014 - Jul 2019

      • Developed and implemented quality assurance policies and guidelines• Monitored day-to-day transaction of billing processors/analysts• Performed routine live and remote quality audits• Audited financial and billing reports for accuracy and completeness prior delivering to clients• Helped company maintain the highest quality standards• Assessed risk through root cause analysis (RCA)• Proposed measures to correct or improve company’s final reports and processes based on the established quality standards• Provided check-and-balance between process and employees• Collaborated to operations and executive meetings• Conducted quality orientation to new hires regarding quality guidelines and procedures• Administered weekly quality huddles to management and team members• Presented quality trend analysis to our quality counter parts in India and stakeholders• Performed ad hoc or other task as needed Show less • Processed end-to-end transaction requested by the different clients of the project• Analyzed disputed client’s invoices and identified accurate recommendation• Researched and reviewed client’s billing contracts ensuring that they are billed correctly• Calculated monthly and pro-rated charges based on contracted rates/price• Ensured data integrity with no escalations from clients• Presented reports to the clients through conference call• Reported out variance analysis on a monthly, quarterly and annual basis ensuring customer’s invoices are accurate (EMEA clients)• Collaborated with our counter parts in India to address questions/issues and provide immediate/accurate resolution• Created reports using Microsoft Office (Excel, Outlook, Powerpoint) and company’s green systems/tools• Reached the monthly target of closed and resolved transactions• Handled company’s biggest and sensitive clients• Acted as main point of contact for special projects Show less

      • Performance, Risk and Quality Auditing Analyst

        May 2018 - Jul 2019
      • Billing Research Analyst

        Mar 2014 - Apr 2018
    • The Logit Group, Inc.

      Sept 2019 - Sept 2020
      Telephone Survey Interviewer

      • Performed excellent telephone manner• Conducted market research interviews with a diverse group of people• Developed active listening and client’s engagement• Recorded accurately respondent’s concerns and opinions• Exceeded daily survey quota

    • Cargill

      Aug 2020 - Jul 2021
      Production Associate
    • TD

      Jul 2021 - Feb 2025

      • Provided customers with the best solutions and offered guidance on how TD’s digital assets can further help them meet their needs, now and in the future• Delivered outstanding service and/or sales support with minimal to moderately complex transactions related to financial products and services with the aim to provide complete and correct solutions the first time• Played the key role in addressing customer concerns and accountable for problem solving and/or raising matters to the appropriate people• Worked towards achieving set goals while being an ambassador for innovation by offering legendary experiences and trusted advice• Worked effectively as a team, used and learnt from them and supported my co-workers to resolve customer issues, and improve efficiency of the advice team Show less

      • Investment Representative

        Nov 2022 - Feb 2025
      • Easyline Specialist

        Jul 2021 - Nov 2022
  • Licenses & Certifications

    • ITIL Foundation v3 Certified

      EXIN
      Jun 2015
    • Accenture Certification for Quality Associates

      Accenture
      Nov 2018
    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Sept 2023
      View certificate certificate
    • Team Captain Leadership Program

      Accenture
      Mar 2019