Heraldo Francisco Edic
San Jose Rodriguez
Summary
Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships
Overview
12
12
years of professional experience
Work History
Account Officer (Home loan)
Cebuana Lhuillier Rural Bank
11.2022 - 06.2024
- Solicits loan accounts from accredited developers and partners
- Expand client-based network Individual Helps customers by answering questions and responding to requests
- Contribute to the achievement of sales targets by promoting products & services through targeted profiling & selecting clients
Account Officer
Central Country Estate, Inc.
Santolan, Quezon City
05.2021 - 11.2022
- Accurately monitored and tracked customer payments received.
- Negotiated payment plans with delinquent accounts while maintaining positive relationships with customers.
- Developed strategies to reduce the number of overdue payments and improve cash flow cycle times.
- Call the client and persuade them to switch their purchased balance from in-house financing to bank financing.
- Assist clients with their inquiries and provide the necessary support.
- Monitored client title transfers.
Bank Financing Assistant
New San Jose Builders, Inc.
Quezon City
03.2012 - 03.2021
- Assist clients with their inquiries and provide the necessary support.
- Call the client and persuade them to switch their purchased balance from in-house financing to bank financing.
- Managed documentation of application and income requirements for clients seeking home loans.
- Evaluated client capacities based on submitted income documents.
- Liaised with accredited banks to facilitate the timely processing of client loan applications.
Education
Bachelor of Science in Business Administration -
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES, Quezon City Campus
01.2010
General Management-Master -
MANUEL L. QUEZON UNIVERSITY, Quezon City
Skills
- Goal Oriented
- Client Oriented
- Flexible
- Able to work under pressure
References
- Jenelyn Faith M. Montemayor, Billing & Credit Supervisor, Chemfour Inc., 0976-0922181
- Elmer F. Salonga, AVP – Treasury, Central Country Estate, Inc., +639209750468
Timeline
Account Officer (Home loan)
Cebuana Lhuillier Rural Bank
11.2022 - 06.2024
Account Officer
Central Country Estate, Inc.
05.2021 - 11.2022
Bank Financing Assistant
New San Jose Builders, Inc.
03.2012 - 03.2021
Bachelor of Science in Business Administration -
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES, Quezon City Campus
General Management-Master -
MANUEL L. QUEZON UNIVERSITY, Quezon City
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