Janine Tapasao

Conducted outbound calls to clients to guide and assist with 401(k) rollover processes into Individual Retirement Accounts (IRAs) then explain potential tax implications and financial considerations Handled a team to ensure accurate process and information were rely to and make sure that they are achieving the target conversion.

Senior Analyst at ECLERX Company (2026-02 – 2026-06)

• Conducted outbound calls to clients to guide and assist with 401(k) rollover processes into Individual Retirement Accounts (IRAs) then explain potential tax implications and financial considerations
• Handled a team to ensure accurate process and information were rely to and make sure that they are achieving the target conversion.

Customer Service Associate & Team Lead Apprentice at INFOSYS BPM Ltd. (2023-05 – 2026-01)

• Resposible in offering first call resolution to participants who have 401k and 403b plans
• Worked as Training Producer, supporting new hires through their training and onboarding experience.
• Advanced to Team Lead Apprentice, managing a team, and provided coaching to members, improving overall performance

Customer Service Representative ( Subject Matter Expert ) at Teleperformance (2020-05 – 2022-03)

• Provided support for telecommunications, travel, and gaming accounts in a blended chat and call environment.
• Recognized for outstanding performance andserve as a Subject Matter Expert (SME), assisting in training and supporting team members.

Bookkeeper (Part-time) at LCP Manila (2019-06 – 2020-03)

• Responsible for journalizing and tracking transactions that involves cash flow and its necessary adjustments
• Assistant of the Head Accountant and became the main person to overlook the budget for every services rendered and expenses done.

Bachelor of Science in Management Accounting – Polytechnic University of the Philippines

Accountancy & Business Management – STI College of Alabang

NC II Passer in Bookeeping – TESDA