Lorenzo Ogata
Performance Optimization Specialist @UBS
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WORK HISTORY
Performance Optimization Specialist @UBS
Empowering our Mortgage and Banking Operations Teams to meet the customer’s needs through job aids and trainings. We meet with the key stakeholders to clarify the need and provide solutions. After our solution is launched we collect feedback to identify ways to improve. Managed a project in the Commercial Real Estate department, directing the development of 60 job aids. Enhanced team cohesion on customer service and facilitated adherence to regulatory standards. Delivered virtual customer service workshops using Communico’s MAGIC curriculum, resulting in a increase in customer satisfaction and enhanced internal communication. Developing job aids and training materials for a new product and team launch.
EDUCATION
San Jose State University
Bachelor of Arts (B.A.)
ABOUT LORENZO OGATA
I prioritize customer service by developing people and optimizing processes to meet…
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