KATRINA ANNE BAUTISTA
Mexico, Province Of Pampanga,PAM
Summary
Professional in financial services sector with strong foundation in loan processing, customer relations, and administrative support. Proven ability to collaborate effectively with cross-functional teams and adapt to evolving needs to achieve optimal results. Skilled in managing documentation, conducting credit analysis, and ensuring compliance with regulatory standards. Known for reliability, strong organizational abilities, and keen eye for detail.
Overview
13
13
years of professional experience
Work History
Executive Assistant
Landbank of the Philippines
06.2024 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Improved office efficiency by implementing new filing systems and document management processes.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Used advanced software to prepare documents, reports, and presentations.
- Streamlined communication between departments, resulting in more effective project coordination and execution.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Filed paperwork and organized computer-based information.
- Took notes and dictation at meetings.
Bank Teller
Landbank of the Philippines
03.2023 - 05.2024
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted customers with banking needs and inquiries.
Relationship Associate
Philippine National Bank
03.2015 - 02.2023
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Assisted in the onboarding process for new clients, streamlining communication and documentation procedures.
- Provided ongoing support throughout the loan application process, ensuring timely approvals and proper documentation completion by clients.
- Maintained detailed client records with accuracy, ensuring timely access to essential information for decision-making purposes.
- Leveraged extensive knowledge of banking products and services to provide tailored recommendations based on each client''s specific goals.
- Strengthened client relationships by consistently providing exceptional service and support.
- Collaborated with internal teams to develop customized financial solutions for clients'' unique situations.
- Managed confidential client information with the utmost discretion, adhering to all relevant data protection regulations and protocols.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Assists account officer in process of credit application.
- Prepares loan documents for approved credit application.
- Request credit information report ( residence, business ,trade), BapCB, Loandex , NFIS, and IARs, and other loan dealings reports of existing and prospective accounts.
- Prepares credit approval memo for recommendation of credit lines for new accounts and renewal of lines of existing accounts.
- · Complies documentary deficiencies in coordination of clients and Branch Managers
- Prepares loan implementing memos for loan releases and renewals
- Ensures that information on credit folders is adequate and updated regularly.
- Maintain good relationship with client.
- Does all reports required by supervisors and Heads
Marketing Assistant
Philippine National Bank
05.2013 - 03.2015
- Ensures that information on credit folders is adequate and updated regularly.
- Endorses the clients’ availments and payments to the appropriate booking unit.
- Monitors the customers’ loan availments and payments to ensure that the account is maintained in current status.
- Assist the Account Officer in process of credit application.
- Prepares loan documents for approved credit application.
- Prepares the implementing instructions for loan releases.
- Monitors the maturities and interest payments of availed loans.
- Prepares documentation of corporate loans such as Promissory Notes, Trust Receipt Agreement, etc.
- Handling Trade Transaction and Letters of Credit Transaction.
- Coordinates with the different sectors of the organization (Treasury, Money Transfer Unit, Cash Dept, Loans Processing, Trade Finance Group, Marketing, etc.) to ensure that transactions are implemented.
- Coordinates with clients and/or representatives regarding import and export trade and loan transactions.
- Prepares and inform clients of the arrival of original documents under Trade,
- Daily records and monitors existing accounts and prepares billing statement and payment advice with regard to outstanding loans due to ensure that accounts are kept in current status and payments are made on time.
- Preparing monthly SOA for clients.
- Remind clients if they have payment obligation/s on or before the due date
- Make repricing memo whenever there is repricing (monthly / quarterly / annually)
- Preparing reports needed.
Administrative Assistant
Philippine National Bank
12.2011 - 04.2013
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Education
Bachelor of Arts - Communications
Holy Angel University
Angeles City, Province Of Pampanga, Philippines04-2011
Skills
- Executive Support
- Administrative Support
- Office Management
- Strong Problem Solver
- Meticulous attention to detail
- Customer Service-Oriented
- Excel spreadsheets
- Document Preparation
- Advanced MS Office Suite
- Phone Etiquette
- Social Media Management
- Document Review
Timeline
Executive Assistant
Landbank of the Philippines
06.2024 - Current
Bank Teller
Landbank of the Philippines
03.2023 - 05.2024
Relationship Associate
Philippine National Bank
03.2015 - 02.2023
Marketing Assistant
Philippine National Bank
05.2013 - 03.2015
Administrative Assistant
Philippine National Bank
12.2011 - 04.2013
Bachelor of Arts - Communications
Holy Angel University
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