Ana Beltran

Ana Maria Lourdes S. Beltran Location: Manila, PH • Contact #:--• linkedin.com/in/ana-b-4b43a9139 Supply Chain Management | Relocation & Global Mobility | Client Relationships A result-oriented, shipping professional with a broad set of skills applicable across different roles. Detail-oriented, offers exceptional leadership, planning and training abilities. Well-rounded and with ability to relate and work with diverse cultures. Manages documentations, and ensures systems and database are up-to-date; with business and sales profits acumen. Highly- skilled in solving business-oriented problems involving clients and stakeholders. Committed to individual and team success. CORE COMPETENCIES AND ACHIEVEMENTS ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ 16 years of solid background in Logistics business, consistently assessed with outstanding performance; Extensive experience in Freight Forwarding and Cargo Operations; Customer-Focused Service experience, Process Migrations & Standardizations, and Operations Execution; Exposures in Leadership Role primarily focused on business process, team management, and KPI-focused performance; Sales & Quotation Skills; Ensures Systems & Data Integrity thru efficient File Management; Effective Stakeholder & Vendor Management Skills; and Excellent Communications & Interpersonal Skills. In Relocation business for more than 3 years and has expanded personal and professional knowledge & experience with a 3- week secondment in Hong Kong in 2017, and 10-month local office experience in China in 2019. PROFESSIONAL EXPERIENCE Team Lead, Client Services Crown Worldwide Group – BGC Taguig City, Philippines Jul 2021 – Present • Team Management: Provides support and guidance to the Client Services Team by giving training, & coaching new and existing team members; working closely with the Client Services Manager by providing support in rolling out communication information, process improvements and enhancements; acts as a point of escalation with ultimate accountability for the resolution of the services issue; manages, coaches and mentors the team's performance, setting/measuring performance objectives aligned to business goals, creating individual development plans and conducting annual and interim performance reviews; manages relocation caseloads of each Mobility Advisor and ensures MAs’ data integrity compliance; effectively assists and took over for the team during Manager’s absence. • Stakeholder/Client Management: Manages stakeholders’ expectations ensuring a level of service delivery is in line with the corporate’s policies and values. • Account Management: Works with the Account Manager and Customer Services Manager to continuously improve Team & Department service delivery procedures; maintains and develops relationships with private, corporate, intercompany and agents to ensure long term growth in the business, and pro-actively supports the Sales department by effectively supplying relevant and required move & account information; provides support to account management team, including client reporting, reviews, meetings and presentations; and prepares weekly Reports (Accounts’ Reports, Data Management, Billing & Revenue Report). • Financial Management: Accurately prepares pricings and quotations for moves with an understanding on key financial drivers & measurements, including margin, mark up cash flows, invoicing speed, understanding their impact on individual, team and company performance; ensures accurate entries of required financial data on company systems; works closely with the Billing Team to timely produce sales invoices in line within the billing KPI. Mobility Advisor II, Client Services Crown Worldwide Group – BGC Taguig City, Philippines Mar 2020 – Present • Provides a single point of coordination and care to high level (VIP, VVIP) relocating executives for our Corporate Clients. • Provides excellent customer service to all Corporate Client employees relocating through the provision of end-to-end mobility and moving • • • • • • • • services. Works with the assignees to implement, coordinate and manage global mobility & household goods services, as the primary contact on behalf of Crown’s clients according to requirements. Collects documents from the Assignee where appropriate. Liaises with corporate clients where necessary to gather information or documentation to complete services, clarify service or policy provision. Prepares door-to-door proposals for domestic and international household goods and/or vehicle shipments based on existing corporate tariffs and with respect to the company’s cost and revenue. Trains new team members for account’s specifications to ensure task efficiency. Effectively assists and takes over for the team during Manager’s absence. Prepares weekly Reports (Accounts’ Data Management, Billing & Revenue Report). Other ad-hoc activities. Relocation Consultant Asian Tigers Mobility – Shanghai, China • May 2019 – Mar 2020 Provided move management services in both international and domestic household goods and personal effects shipments, as well as professional guidance to customers on matters concerning customs clearance documentation and regulations. || Effectively acted as the main point-of-contact for the Assignee throughout the move; pro-actively attended to and resolved any Assignee’s issues or complains. || Monitored shipments and provided daily updates to the Assignees. || Ensured timely billing and billing accuracy. Interim Team Leader Santa Fe Relocation – Manila, Philippines May 2018 – May 2019 • Team Management: Acted as Team Leader / OIC for a team of Specialists; held structured process training for the team, coached and provided assessments for their successful on-boarding on floor; acted as escalation point and resolved day-to- day issues on level and assisted & led the team in achieving the team’s goals. • Stakeholder/Client Management: Managed stakeholders’ expectations ensuring a level of service delivery is in line with Santa Fe’s policies and values. • Account Management: Maintained and developed relationships with private, corporate, intercompany and agents to ensure long term growth in the business, as well as promoted Santa Fe’s full range of products and services to maximize revenue opportunities; proactively supported the Sales department by effectively supplying relevant and required move & account information. • Financial Management: Accurately prepared pricings and quotations for moves with an understanding on key financial drivers & measurements, including margin, mark up cash flows, invoicing speed, understanding their impact on individual, team and company performance; ensured accurate entries of required financial data on company systems; timely produced sales invoices in line within the billing KPI. Global Move Specialist Santa Fe Relocation – Manila, Philippines • May 2017 – May 2019 Move Management: Effectively handled move coordination, provided professional guidance to customers on issues such as required customs documentation and regulations for import and export shipments. || Efficiently prepared move pricings & quotations based on existing tariffs and ensured negotiations were being handled well to guarantee business and the required profit margins as directed by the company are being achieved. || Maintained data integrity, cost accuracy and move records through Santa Fe’s systems and procedures. || Completed duties relative to the position, which included: submitting Assignees’ claims, promptly & accurate billing and other ad-hoc tasks as assigned. Import/Export Hub Operations Associate DB Schenker – BGC Taguig City, Philippines • Jun 2015 – Nov 2016 Provided efficient and smooth handling of international shipments, and processing of shipping documents. || Effectively handled Dangerous Goods with strict adherence to regulations under the International Maritime Dangerous (IMDG) code. || With daily coordination activities to subcontractors for transport arrangement which involved making outbound container bookings, as well as LCL and airfreight bookings. Process Expert for Damco Ocean Export Operations (Cargo Planner/Supply Chain Management) Maersk Global Service Centres – Pasig City, Philippines • May 2005 – Jan 2015 Provided excellent coordination with warehouse & operations teams, and origin & destination agents for the efficient and smooth transshipment of cargoes. || Efficiently delivered logistics through data management, prepared shipping declarations and other shipping documents such as Bill of Ladings and Forwarder Cargo Receipts. || Secured space allocations with shipping lines/carrier. || Prepared Transport Documents. Other adhoc activities. EDUCATION AND TRAINING Master in Clinical Psychology PUP Graduate School, Manila Campus- Bachelor in Political Science PUP, Main Campus-