Overview
Work History
Education
Skills
Trainings, Workshops, Conferences And Seminars
Work Availability
Timeline
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Julie Ann Nuñeza

Julie Ann Nuñeza

Naga City

Overview

6
6
years of professional experience

Work History

Licensed Financial Advisor (Senior Bancassurance Sales Executive- Preferred Segment)

BPI AIA
02.2020 - 01.2022
  • Promote and maintain the reputation of both BPI and Philam Life, Solicit new business, cross-sell and up-sell identified BPI-Philam products to the bank's customer base, Establish, maintain, and grow relationships with prospective and existing clientele; Perform customer service and business conservation activities, Report and meet weekly with the Bancassurance Area Manager, Branch Manager/s, and Relationship Manager/s for production updates marketing campaigns, and other related matters

Loan Documentation Associate

Sterling Bank of Asia- Cebu Fuente
09.2017 - 10.2019
  • Ensures the safety and integrity of all Bank documents under his/her custody and compliance with Bank procedures and policies in relation thereto, Attends to and processes all auto-related accounts as requested by other units or departments, Processes Release of Collateral documents of fully-paid and ROPA accounts, Responsible for the issuance of Certifications of Encumbrance and full payment in coordination with Loan Operations, Verifies the client's signature in all loan and collateral documents as against his/her specimen signature in the Bank's possession

Intern

RCBC Savings Bank- Escario Branch
06.2016 - 09.2016
  • Acts as Marketing Assistant of the Bank, Assist in the development of marketing collateral, Work closely with the branch manager to improve those marketing campaigns, Perform phone surveys to existing clients, Encoding client information

Education

Bachelor of Science in Business Administration major in Marketing Management, Tertiary -

University of San Carlos - Downtown Campus
10.2016

Secondary -

Immaculate Heart of Mary Academy
03.2010

Skills

  • Social Media Management
  • Strong Organization Skills and attention to detail
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office and Google Suite
  • Ability to work independently and handle multiple tasks in a fast-paced environment
  • Ability to handle confidential information in a professional manner
  • Booking Flight and Accommodations
  • Basic Graphic Design using Canva
  • Expert at building rapport with clients
  • Social Media Platforms (Facebook, Instagram, Twitter, Tiktok and Pinterest)
  • Agoda, Airbnb, and Klook
  • Google Calendar and Calendly
  • Microsoft Office (Teams, Word, Excel, PowerPoint, Outlook)
  • Canva

Trainings, Workshops, Conferences And Seminars

  • Real Estate Virtual Assistant Course (February 24, 2023)
  • General Virtual Assistance Training (September 02, 2023)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Licensed Financial Advisor (Senior Bancassurance Sales Executive- Preferred Segment)

BPI AIA
02.2020 - 01.2022

Loan Documentation Associate

Sterling Bank of Asia- Cebu Fuente
09.2017 - 10.2019

Intern

RCBC Savings Bank- Escario Branch
06.2016 - 09.2016

Bachelor of Science in Business Administration major in Marketing Management, Tertiary -

University of San Carlos - Downtown Campus

Secondary -

Immaculate Heart of Mary Academy

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Julie Ann Nuñeza