Carlos Moscoso Jr
Legazpi
Summary
Dynamic Operations Associate at Maybank Phils. Inc, skilled in loan processing and document management. Enhanced operational efficiency by developing streamlined procedures, ensuring timely disbursement of loans. Excelled in communication, providing exceptional customer service and resolving inquiries swiftly, contributing to a more effective workflow and improved client satisfaction.
Overview
15
15
years of professional experience
Work History
Operations Associate
Maybank Phils. Inc
NAGA CITY
04.2015 - Current
- Acts as backroom operation support to Business units.
- Processes disbursement of various loan products such as Auto, Personal, Salary, Mortgage, Employee loans and Commercial/Corporate loan accounts.
- Ensures disbursement is processed based on mode of release in accordance with prescribed TAT.
- Completes details of loan documents such as Promisory Notes and Amortization Schedule and send client's copy via email.
- Supported team members by organizing documents and maintaining filing systems.
- Coordinated schedules to ensure timely completion of operational tasks.
- Provided customer service support by addressing inquiries and resolving issues promptly.
- Developed and implemented operational procedures to ensure efficient workflow.
Roving Teller
Maybank Phils. Inc
NAGA CITY
04.2015 - Current
- Managed cash drawer and balanced daily cash reports.
- Provided exceptional customer service and resolved inquiries promptly.
- Promoted bank products and services to enhance client relationships.
- Assisted customers with account management and maintenance tasks.
- Collaborated with team members to ensure smooth branch operations.
- Educated clients on digital banking tools and services available.
- Maintained compliance with banking regulations and internal policies.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Office Staff
AUM'S Bounty Marketing
Legazpi
02.2010 - 01.2012
Education
Bachelor of Science - Customs Administration
Mariner's Polytechnic Colleges Foundation
Rawis, Legazpi City03-2006
Skills
- Loan processing
- Document management
- Operational efficiency
- Data entry
- Communication skills
Trainings Attended
- Counterfeit Notes Detection
- AML/CFT
- Cyber Security Awareness
- Complaints Management Policy
- Anti-Bribery & Corruption Policy
- IT Security Awareness
- Data Privacy
Timeline
Operations Associate
Maybank Phils. Inc
04.2015 - Current
Roving Teller
Maybank Phils. Inc
04.2015 - Current
Office Staff
AUM'S Bounty Marketing
02.2010 - 01.2012
Bachelor of Science - Customs Administration
Mariner's Polytechnic Colleges Foundation