Markjude Lagutan

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Insurance Processor

Teachers Association of America Insurance and Annuity

Jan 2024 - May 2025 (1 year 5 months)

• Administer various retirement plan operations, ensuring compliance with plan rules and regulations. • Resolve client account issues, offering optimal solutions to enhance customer satisfaction. • Provide comprehensive support to plan participants, addressing inquiries and concerns. • Take ownership of process improvements and maintain strict adherence to SOPs. • Track and report transaction activities, ensuring accuracy and compliance. • Conduct detailed validation of client information and applications, confirming fund accessibility.

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Loan Admin, Cash Specialist

Rushmore Loan Services

May 2022 - Nov 2023 (1 year 7 months)

• Managed daily mortgage payments via cash, checks, and wire transfers, ensuring accurate processing. • Conducted in-depth cash research and reconciliations to resolve discrepancies. • Prepared and balanced daily cash documentation, maintaining financial accuracy. • Processed lockbox payments and managed customer billing notices efficiently.

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Order Management - QA Analyst

Jul 2021 - May 2022 (11 months)

• Oversaw customer billing functions, ensuring accurate and timely invoicing across multiple services. • Collaborated with finance, legal, and sales teams to streamline order processing. • Ensured compliance with country-specific requirements by updating invoice templates. • Implemented continuous process improvements to enhance business efficiency.

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OTC Cash and Banking – Accountant

GRUNDFOS IS

May 2020 - Feb 2021 (10 months)

• Processed bank statements and managed customer cash applications with precision. • Conducted monthly bank reconciliations and managed dispute resolutions. • Prepared and analyzed financial reports, including Bad Debt Provisions and Unallocated Cash.

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Order to Cash – Spotify

Infosys BPM Ltd.,

Aug 2019 - May 2020 (10 months)

Audited sales orders to ensure compliance with SOPs and provided timely reports. Handled escalations and maintained service level agreements within strict timelines. Spearheaded process improvements for quality and efficiency.

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Accounts Receivables Dept / Order to Cash – Accountant

Aug 2015 - Aug 2019 (4 years 1 month)

• Processed bank statements, cash allocations, and daily bank reconciliations. • Led coaching sessions and provided KPI analysis, driving operational excellence. • Supported travel and expense audits, significantly reducing rejection rates.

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BUSINESS PROCESS LEAD

QA ANALYST

Genesys

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ACCOUNTANT

BAYER BUSINESS SERVICES PHILIPPINES, INC.

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