Jimmy Sosa
QUEZON CITY,METRO MANILA
Summary
- I am seeking a respective position in organization where I can apply as my previous experience of relationship management and outstanding interpersonal abilities for the profit of the organization.
Overview
4
4
years of post-secondary education
8
8
years of professional experience
Work History
Relationship Manager
Global Dominion Financing Inc,
Pasig, Metro Manila
01.2020 - Current
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
- Analyze all business objectives and ensure achievement of all product mix for all relationships with customers
- Participate in sales planning initiatives and design appropriate relationship plans to generate new business throughout-marketing calls, social media, and other strategic plans
- Supervise allotted account portfolios, ensure excellent customer service, and assist in minimizing of financial risk
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Managed over 20 - 30 new accounts month; Hitting target by 70% up to 90% of the monthly quota of 10M
Technical Sales Officer
Certeza Infosys Corporation
San Juan, Philippines
05.2019 - 01.2020
- Prepared and delivered samples and quotations to customers while providing technical expertise to convert prospects into sales.
- Prospected new customers to generate sales leads and increased revenue from existing clients.
- Promoted company products and services by attending trade shows and industry conferences.
- Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
- Produced remarkable sales and enhanced numbers by managing complete lifecycle from networking through ongoing account servicing.
- Hitting monthly target by at least 2 units a month in Government or Private
Account Officer
Moldex Realty Inc.
Quezon City, Metro Manila
05.2016 - 04.2019
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Maintained inventories and records of sales collaterals and closings.
- Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
- Communicated with clients to understand property needs and preferences.
- Guided clients from beginning to end of home buying process in choosing right property.
- Created virtual tours of homes listed, providing potential buyers with additional exposure to properties.
- Showed properties to potential buyers and other brokers at open houses and by appointment.
- Negotiated between buyers and sellers of properties with efficiency and transparency to maximize profits and maintain satisfaction of clients.
- Managed 100 sellers and 50 brokers a month; and hitting target by 80% to 100% monthly
Credit Staff
Unionbank of the Philippines
Pasig, Metro Manila
09.2015 - 08.2016
- Provided administrative services, including phone and email correspondence, making copies and handling incoming and outgoing mail and faxes.
- Completed forms, reports, logs and records to quickly handle all documentation for Credit Risk Management Group
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
Loan Closing Officer /Account Officer
Unionbank of the Philippines
Pasig, Metro Manila
08.2014 - 04.2016
- Reviewed and validated details of loan applications and closing documentation.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Assessed customer account histories to determine previous compliance with payment plans and loan terms.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Developed and maintained relationships with local real estate agents.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
General Clerk
LR Specialist Builders Inc. (Deploy with BDO – CLG)
Pasig, Metro Manila
06.2012 - 12.2012
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
- Prepared meeting materials and took clear notes to distribute to stakeholders.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Informed and supported business leaders through consistent communication and administrative support duties.
Education
Bachelor of Science - Public Administration
Universided De Manila (UDM)
659-A Cecilia Muñoz St, Ermita, Manila, 06.2008 - 04.2012
Skills
Relationship building and management
Timeline
Relationship Manager
Global Dominion Financing Inc,
01.2020 - Current
Technical Sales Officer
Certeza Infosys Corporation
05.2019 - 01.2020
Account Officer
Moldex Realty Inc.
05.2016 - 04.2019
Credit Staff
Unionbank of the Philippines
09.2015 - 08.2016
Loan Closing Officer /Account Officer
Unionbank of the Philippines
08.2014 - 04.2016
General Clerk
LR Specialist Builders Inc. (Deploy with BDO – CLG)
06.2012 - 12.2012
Bachelor of Science - Public Administration
Universided De Manila (UDM)
06.2008 - 04.2012
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