Joann Medina

As a Senior Area Manager my responsibilities are :

* Manage Employees virtually using Skype, Zoom and Google Meets

* Data Entry of Cash Loans Releases per Member (1,000-2,000 applications)

* Approved Loans Applications from Visayas and North Mindanao Offices

* Check and Balance of the Loans Disbursement

* Process Payroll and Remittances of Loan Processor

* Conducting Client Visit and Conduct Orientation of the Savings and Loans Product

* Plan, Organize and Strategies the Workload of the employees.

* Preparing Reports ( Daily, Weekly and Monthly)

* Preparing Cash Flows Reports and Budget Annually

* Preparing Collections and Fund Liquidity Managements

* Check and Approved Liquidation and Replenishment of Employees.

As a Finance Analyst my responsibilities are:

* Credit and Collection Control

* Fund and Liquidity Management

* Validate Loan Applications and Approved

* Validate Savings and Loans Disbursement

* Prepare Cash Flow Reports, Targets, Quotas

* Prepare Reports for Managers

* Process Payrolls

* Make Financial Reports for Managers

As a Planning and Operations Coordinator my responsibilities are:

* Reconciliation of Loans Account ( Active,Inactive and Dormant Account)

* Client and Members Visit to Conduct Orientation to New and Old Members

* Process Encumbrance of the Motorcycle and Auto Loan ( LTO,Registry Deeds and BIR)

* Conduct Marketing Strategies

* Monthly Visit at Different Satellites Offices of North Mindanao to reconcile delinquent accounts and Make Action plan.

* Entertain and Assist Member Concerns (call,email,website and Office)

* Prepare Reports ( Weekly and Monthly )

* Reports are done via Excel and Power Points

As a Credit and Collection Officer my responsibilities are:

* Prepare Invoices for Dispatch to Customers.

* Prepare the Daily Dispatch Schedules/Collections routes of Collection Representative.

* Makes Calls to Customers/Clients on collection pick-up dates, including making follow-up calls to customers/clients with past due payments.

* Maintains and regularly updates the Collection records of the Cooperative.

* Prepares required reports needed by Client and Heads.

* Reconcile the Short Payment / Account Receivables of the Client.

* Maintains and Files Documents records.

As a Billing and Payroll Specialist my responsibilities are:

* Prepare and/or check the accuracy and efficiency of billing and payroll reports of group accounts according to standard of client before printing payroll and sending billing to client.

* Counter checking of the Billing of National Account including North, South, Visayas and Mindanao Branches (Alaska Milk Corporation. National Account )

* Maintain and update billing and payroll system database, organize report files and pertinent documents of accounts handled.

* Coordinate with Operation Unit all necessary information and documents needed in processing of billing and payout.

* Download the service fees of members to bank payout program and print a summary report according to banks statement.

* Prepare Special Reports needed by the Client.

As a Sales Consultant and Marketer my responsibilities are:

* Call Clients to Offer Savings and Loans Product of the Bank

* Travel on Metro Manila and Quezon City to meet Corporate Owner/Client for the Proposals.

* Pre-screen the documents of the client if qualified or not.

* Prepares Special Reports required by Sales Supervisor and Sales Manager.

* Active Open line communication between the client.

* Explaining the computation of Interest Rate to the Client.

* Maintain Harmonious relationship between people we meet.

* Helping the Relation Manager if there’s a problem in collection/payments of the client.