JOANNE ZAMORA
CITY OF MANILA,National Capital Region
Summary
Detail-oriented Loan Associate II with strengths in loan application processing and document verification. Reviews financial documents for compliance with lending requirements to support approval efficiency. Manages customer inquiries and resolves complaints to maintain service quality.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Loan Associate II
United Coconut Planters Life Assurance Corporation
Ayala Makati City
06.2008 - 05.2026
- Processed loan applications for DepEd teachers, ensuring accurate preparation of deduction checks.
- Evaluated payslips to confirm loan deductions match requirements.
- Validated loan requirements against submitted application IDs and signatures.
- Checked required documents for full completion before submission.
- Processed approved loan cases and forwarded to immediate approver.
- Released loan cheques after internal approval.
- Prepared CVs for loan cheque processing ahead of issuance.
- Contacted character references to verify details for each loan file.
- Monitored service metrics to ensure timely and quality delivery of loan processing.
- Handled complaints with effective communication and problem-solving to enhance customer satisfaction.
- Interacted with customers to identify needs and provide tailored service solutions.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
- Built and maintained courteous and effective working relationships.
Sales Assistant
Club Noah Sta Isabelle Resort Palawan
Ayala Makati
03.2006 - 10.2007
- Delivered attentive sales support, contributing to positive customer feedback and fostering loyalty.
- Responded promptly to customer enquiries, assisting with product and service information to improve customer satisfaction.
- Streamlined sales workflow through accurate administrative paperwork support, enhancing overall efficiency.
Education
Bachelor of Science - Mass Communication
Unibersidad De Manila
Manila01-2006
Secondary Education
National Teachers College
Manila01-2002
Primary Education
Apolinario Mabini Elementary School
Manila01-1998
Skills
- Customer relationship management
- Loan processing
- Document verification
- Complaint resolution
- Needs assessment
- Active listening
- Team collaboration
- Willingness to learn
- Calm under pressure
- Commitment to excellence
Certification
- Insurance Agent Licensed
- Loma 1 & 2 certified
- Anti-Money Laundering (AML)
Timeline
Loan Associate II
United Coconut Planters Life Assurance Corporation
06.2008 - 05.2026
Sales Assistant
Club Noah Sta Isabelle Resort Palawan
03.2006 - 10.2007
Bachelor of Science - Mass Communication
Unibersidad De Manila
Secondary Education
National Teachers College
Primary Education
Apolinario Mabini Elementary School