Boss Lee Simbulan • AI-Powered Banking Strategist & System Architect

🌍 About Me

I’m Lee Kerr Bago Simbulan, a seasoned banking professional turned systems thinker. After a decade of navigating the high-pressure world of financial services, I now focus on designing digital solutions that remove friction, improve efficiency, and unlock freedom—for businesses and individuals alike.

I’ve served as a Junior Assistant Manager at Security Bank, and I bring a unique mix of sales expertise, credit analysis, CRM mastery, and operational insight. Today, I help teams reimagine their workflows using AI, automation, and system-level thinking.

🚀 Services

AI-Powered Customer Success Specialist

• Build proactive support systems using AI tools
• Streamline CRM processes and automate follow-ups
• Enhance customer experience with data-driven personalization

Digital Operations Consultant

• Optimize internal workflows using Notion, Zapier, GPTs
• Implement dashboards and automation for decision-making
• Integrate AI to scale without adding headcount

Finance & Lending Workflow Design

• Structure credit analysis processes
• Automate loan documentation & reporting systems
• Train teams to use smart finance tools (Excel, Notion, AI CRMs)

📊 Resume Highlights

Security Bank Corporation

Customer Advisor / Junior Assistant Manager

• Managed loan portfolios and client onboarding

• Improved branch sales KPIs by streamlining internal coordination

Bank of the Philippine Islands

Sales Associate / CSR

• Frontline for customer service, product upselling, and issue resolution

• Maintained compliance while increasing branch productivity