KATHERINE NERY
Bulacan
Summary
Driven by the desire to excel in the workplace, leveraging strategies honed through previous roles to deliver optimal performance. Adaptable and versatile, tackling tasks with ease and navigating through shifting environments while upholding a proactive and dedicated approach. Committed to achieving business objectives, poised to advance career trajectory with a focus on commercial success.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Officer-Manager
BANK OF THE PHILIPPINE ISLANDS
San Fernando, Province Of Pampanga, Philippines
01.2024 - Current
- Primarily responsible in achieving volume targets while maintaining profitability, credit quality and excellent customer service.
- Solicits accounts and markets products and promos to attain business goals.
- Endeavors to be competent financial advisors to clients and loan partners and ensures delivery of excellent customer service all throughout the client’s housing loan journey with the Bank.
- Aims to meet the volume targets while making sure that pertinent procedures and policies are complied with.
- Creates opportunities for professional and personal development for direct report to effectively and efficiently execute tasks and advance in their career.
- Responsible for achieving the monthly/ annual targets as directed by the management.
Account Officer - Manager
ROBINSONS BANK CORPORATION
Pasig City, METRO MANILA
05.2017 - 12.2023
- Source loan application from various sales channels such as real estate developers and brokers/agents.
- Pre-screens loan applicants and ensures completeness and accuracy of the loan documents.
- Establish good relationship with various customers and Bank especially the accredited developers and brokers.
- Recruits and maintains a steady stream of accredited and active real estate brokers.
- Monitors the progress of loan applications generates.
- Oversees proper and timely advice of approved loans.
- Initiates loan releasing instructions.
- Submits regular reports such as booking reports, business pipeline, pricing and competitive information.
- Efficiently and proactively managed client communications regarding account information, payments and other financial questions.
- Worked closely with other departments to continually improve processes, reporting and overall service.
Relationship Manager
Maybank Philippines Inc
Taguig, Philippines
10.2015 - 03.2017
- Markets housing loan products.
- Solicits and does end to end process of individual accounts.
- Account Evaluation.
- Request Appraisal and works on the project and developer accreditation.
- Addressed and resolved customer complaints in efficient, effective and timely manner.
- Used creativity, strategic thinking and knowledge of current market trends to target and build relationships with potential customers.
- Boosted client satisfaction by monitoring and continuously improving service delivery.
Education
Bachelor of Science - Banking and Finance
Polytechnic University of the Philippines
01.2002
Skills
- Client engagement
- Advanced computer skills
- Skilled in quickly mastering new systems
- Task prioritization and operational organization
- Sales approach development
- Engaging product demonstrations
- Sales-oriented with a focus on outcomes
- Internal and external client assistance
- Proficient in conveying information clearly
- Dependable in fulfilling duties
- Collaborative team member
Accomplishments
- Workflow was improved by combining time-consuming procedures and duplicate documentation, resulting in a faster and more effective loan booking process.
- Arranged and coordinated numerous face-to-face and online meetings between the Department and our partner clients (Real Estate Developers)
- Giving proposals, finding new clients to negotiate with, and encouraging them to work with the company resulted in an additional 7 new real estate developers becoming accredited with the company within the first year.
Certification
- Balancing Innovation and Risk
- Building the Courage to Speak Up and Stand Up at Work
- Business Innovation Foundations
- Coach your Team to Learn Stretch and Grow
- Customer Experience Strategy (CX): How To Design an Organizational Approach
- Customer Service Mastery: Delight Every Customer
- Customer Service: Problem-Solving and Troubleshooting
- Delivering Results Effectively
- Driving Employee Engagement as a People Manager
- Employee Engagement
- Getting Things Done with Commitment Conversations
- Goal Setting for Business Impact as a Manager
- How to Be More Strategic in Six Steps How to Make Work More Meaningful
- How to Make Work More Meaningful
- Performance Management: Setting Goals and Managing Performance
- Process Improvement Foundations
- Rewarding Employee Performance
- Talking to Customers
- The Practices of High-Performing Employees
Timeline
Account Officer-Manager
BANK OF THE PHILIPPINE ISLANDS
01.2024 - Current
Account Officer - Manager
ROBINSONS BANK CORPORATION
05.2017 - 12.2023
Relationship Manager
Maybank Philippines Inc
10.2015 - 03.2017
Bachelor of Science - Banking and Finance
Polytechnic University of the Philippines