Bernadette San Antonio
Client Service Associate
Naga, Province Of Camarines Sur
Summary
Professional with robust background in client services. Demonstrates strong skills in managing client relationships, resolving issues efficiently, and delivering high-impact results. Known for effective team collaboration and adaptability to changing needs. Possesses problem-solving, and organizational skills, ensuring smooth operations and client satisfaction.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
Work History
Clients Service Associate
BDO Unibank Inc.
11.2017 - Current
- Provide high-quality customer service to clients, addressing inquiries related to banking products, services, and transactions.
- Process a variety of financial transactions, ensuring accuracy and compliance with bank policies and regulations.
- Customer Profiling & Customer Verification Process
- Collaborate with various departments to ensure timely and accurate completion of tasks such as loan processing and document preparation.
- Assist clients with loan applications, providing guidance on required documents and helping to gather necessary paperwork.
- Maintain client records and ensure that account details are up-to-date, secure, and compliant with privacy regulations.
- Review loan documentation and assist in preparing files for approval or rejection, ensuring that all requirements are met.
- Assist with loan disbursement and ensure all conditions are met before processing the final approval.
- Managing receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
Accounting Staff
Cash & Carry
03.2016 - 10.2017
- Processing Accounts Payables & Accounts Receivables
- Preparing Statement of Account
- Billing and safekeeping of accountable forms and other documents
- Monitoring of Tenant's Account (Aging)
- Preparing of accounting reports and perform other light bookkeeping activities
- Processing of disbursement voucher
Education
Bachelor of Science - Office Administration, Major in Office Management
Partido State University
Tinambac, Camarines Sur 01.2013 - 01.2014
Cityaddress
Blk 30 Lot 27-28, Deca Homes Vistansa, Pacol, Naga City, Philippines 4400
Accomplishments
- Awarded for Highest Volume of Transactions for two consecutive years.
- Recognized for Excellence in Product Referrals
Timeline
Clients Service Associate
BDO Unibank Inc.
11.2017 - Current
Accounting Staff
Cash & Carry
03.2016 - 10.2017
Bachelor of Science - Office Administration, Major in Office Management
Partido State University
01.2013 - 01.2014
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