Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Phebe Okocha

Lagos
Phebe Okocha

Summary

Strategic operations personnel with excellent communications, team-building, and analytical problem-solving skill sets. Proven success in Team Lead responsibilities, including designing policies, overseeing customer service, and implementing technology solutions. A responsible leader with an analytical and strategic mind and broad business knowledge. Strongly committed to productivity and compliance. Reliable business professional with experience in product management, and process improvement. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

5
years of professional experience

Work History

Optiva Capital Partners

Team Lead Document Management
07.2022 - Current

Job overview

  • Establishing a procedural framework for identifying, collecting, distributing, and filing the collated documents for the Program
  • This involves writing and maintaining document collation procedures and participating in the development and roll-out of document collation tools, such as scanning hardware, computer software, etc
  • Ensure the information and management control system is implemented in compliance with the Host
  • Country's standard; and is updated to reflect revisions to those standards
  • Maintain awareness of new
  • Client and/or Program initiatives that may impact the control or distribution of information on the project
  • Ensure the Project Team members are provided with adequate training and support to enable them to successfully use the procedure and systems in use by the Program
  • Managing a group of Document Collation Officers
  • Provide Quality Assurance / Quality Control (QA/QC) audits of the hardcopy Document
  • Assists with policy discussions, including e-mail recording and retention, video recording and retention, etc
  • Provide an interface to IT Support for Document Collation issues, which include process enhancements to existing software, and developing recommendations for new hardware and/or software that may benefit the Document Collation environment
  • In general, identify trends and recommend “best practices.”
  • Maintain a watchful and alert attitude toward Document collation, including inserting the Document
  • Collation Officers into Project Team meetings, and developing routine reports and metrics to gauge a
  • Project Team’s success
  • Liaising with the Document Submissions Team for an easy flow of Clients' Immigration Processing
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.

Capital Partners

Client Service Officer
01.2022 - Current

Job overview

  • Establishing an easy service flow and maximizing clients comfort
  • Interfacing with clients and retrieving all important documents
  • Reviewing all documents for completeness and where there a loss or discrepancies it is rectified through affidavits(for both the principle applicant and for family members to be processed concurrently)
  • Ensuring that all documents that goes to court are duly certified
  • Proper scanning and documentation of Clients details (on share point)
  • Submission of Clients details duly filled and filed within turn around time to line manager for further review and submission.

M-KOPA Solar

Customer Support Officer
10.2020 - 12.2021

Job overview

  • Answer customer inquiries via phone, email, and in-person
  • Direct customers to online resources
  • Update customer records in the system, including notes about interactions
  • Pitch ideas for improving customer care
  • Create and maintain reports about customer interactions
  • Attend weekly staff meetings
  • Participate in team-building activities
  • Develop a rapport with customers
  • Encourage customers to complete surveys
  • Make recommendations to management to improve customer experience
  • Utilized crisis management techniques to offer corrective solutions and maximize customer satisfaction.
  • Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
  • Recommended products to customers, thoroughly explaining details.

Access Bank

Transaction Officer
07.2019 - 03.2020

Job overview

  • Assisting customers with processing transactions, such as deposits, withdrawals, or payments in both local and foreign currencies
  • Resolving complaints or account discrepancies, and answering questions
  • Informing customers about the bank products and services
  • Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers' ensuring all information is accurate and complete
  • Maintaining and balancing cash drawers and reconciling discrepancies
  • Packaging cash and rolling coins to be stored in drawers or the bank vault
  • Handling currency, transactions, and confidential information in a responsible manner
  • Using software to track bank information and generate reports, following all bank financial and security regulations and procedures
  • Back up to ATM custodian.
  • Operated computers programmed with accounting software to record, store and analyze information.
  • Monitored transactions and customer behavior to identify signs of fraud.
  • Trained new tellers in processes and procedures for financial institutions, answering questions and providing guidance.
  • Properly processed deposits, withdrawals, and payments for an average of 200 customers daily.

Ag Pillars Ltd

Administrative Assistant
11.2017 - 06.2019

Job overview

  • Perform various administrative functions, including filing paperwork, delivering mail, sorting mail, office clearing, and bookkeeping
  • Devote special emphasis to punctuality and work to maintain an outstanding attendance record, consistently arriving to work ready to start immediately
  • Manage a team of storekeepers and front desk staff to ensure smooth operations of the outlet
  • Maintain and improve the online database of client accounts and external vendors, including updating information when necessary
  • Created a new system for following up with potential clients in an efficient and effective manner
  • Collate sales data and ensure the accuracy of data for the outlet.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to the correct recipient.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment, and services.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Liaised between clients and vendors and maintained effective lines of communication.

Education

Tansian University

Bachelor's from Political Science in Political Science in Political Science

University Overview

Skills

  • Microsoft Office (5 years)
  • Critical Thinking/Problem-Solving Skills
  • Team Work abilities
  • Communication skills (oral and written)
  • Organizational Development
  • Customer Relationship Management
  • Business Continuity and Change Management
  • Lead Pipeline Management
  • Document Management Skills
  • Customer Service
  • Upselling Techniques
  • Field Support Skills

Timeline

Team Lead Document Management
Optiva Capital Partners
07.2022 - Current
Client Service Officer
Capital Partners
01.2022 - Current
Customer Support Officer
M-KOPA Solar
10.2020 - 12.2021
Transaction Officer
Access Bank
07.2019 - 03.2020
Administrative Assistant
Ag Pillars Ltd
11.2017 - 06.2019
Tansian University
Bachelor's from Political Science in Political Science in Political Science

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Phebe Okocha