Katherine Ann Rodriguez

KATHERINE ANN RICO RODRIGUEZ Address: 172 Scout Fuentebella Ext., Brgy. Sacred Heart, Quezon City E-mail :-Mobile number :- OBJECTIVE To obtain a position as an active employee, involving responsibility and working with others as a team member to achieve advancement and growth for the company. SOFT SKILLS • • • • • • Attentive to details Effective communication skills Problem solving skills Analytical skills Time management Ability to work in a team HARD SKILLS • Microsoft Office • Data Mining • Bookkeeping • Google Docs/Spreadsheet • Web Research • Data Entry/Quality Control WORK EXPERIENCES: Sun Life of Canada Philippines Financial Advisor September 1, 2017 – Present Job Summary: • Provide financial planning support to clients • Respond to prospective customer queries about financial planning • Provide continuous support to existing clients Diversified Global Solutions Virtual Assistant (EDI Processing Team) May 13, 2019 – July 31, 2020 Job Summary: • Create shipping documents and labels for the warehouse or factory • Uploading styles info to UPC catalogues • • Transmitting inventory data to retailers and order and order acknowledgements Transmitting and processing routing requests and responses Manulife Data Services Inc Asia Regional Controllers MIS Accounting Specialist June 1, 2015 – July 16, 2016 Job Summary: • Prepare Daily Sales Report submitted to the Senior Management of Asia and Japan business units • Assist in the preparation of the Asia Division Financial Statement and supporting documents. • Assist in the preparation of monthly calendar for the deliverables and deadline of system upload of each business units • Assist in the quarterly preparation of Financial Statements sign-offs from CFO and CEO of respective Asia and Japan business units • Assist in the upload of FTE numbers from Asia and Japan business units • Assist in the preparation of the GAAP Rate Table and Economic Data Table reports Manulife Data Services Inc Canadian Individual Insurance Centre Process Trainer / Data Analyst February 21, 2012 – May 31,2015 Job Summary: • Handles the team’s classroom New Hire Training Program and Cross-training for tenured staff • Conduct skill-based trainings on various topics such as system enhancements, product information and procedural updates • Develop training programs and plans for the team or a certain individual • Generate Training Reports, Quality Reports and other Management reports • Conduct a regular training needs analysis for personal and professional development of the staff • Identify opportunities for training and process improvement recommendations • Support managing the team's day to day operation to ensure that SLA is met • Assigned as a Data Analyst for a Workforce Optimization project Manulife Data Services Inc Canadian Individual Insurance Centre Business Process Associate/Quality Checker June 2008 – February 21, 2012 Job Summary: • Inputs Life, Disability and Critical Illness new business insurance applications of the client • Create necessary requirements (corporate searches, Equifax searches, applying cheques) needed in the client’s application • Handles corporate search processing • Balance the deposited cheques by checking the total amount of cheques input in the system against the number of actual cheques • received Handles quality checking on all job functions AWARDS Best Associate IIC – New Business Input July 2009 Best Associate IIC – New Business Input July 2010 CERTIFICATIONS Civil Service Commission Certified Civil Service Passer – Professional Awarded: 2015 Accounting and Bookkeeping for Non-Accountants I Negoskwela August 2016 Online Bookkeeping Course FVA Academy April 2020 EDUCATIONAL ATTAINMENT TERTIARY : UNIVERSITY OF SANTO TOMAS BS in Commerce Major in Business Administration Espana, Manila- REFERENCES Alimoding Muslim Jawarah Marlene Oliva Functional Lead Manulife Business Processing Services- Manager Sun Life of Canada Philippines-