Detail-oriented and dedicated fulfillment officer with 8 years of experience, aiming for a challenging position to apply expertise and facilitate impactful contributions to organizational success.
Overview
2027
2027
years of professional experience
Work History
Fulifillment Officer
Bank of the Philippine Islands
2022 - Current
Assisted in processing customer transactions, ensuring accuracy and efficiency.
Provided support in account management, resolving customer inquiries and issues promptly.
Maintained up-to-date knowledge of banking products and services to assist clients effectively.
Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
Improved department efficiency by streamlining and implementing policies and processes.
Analyzed customer feedback to pinpoint specific areas for service enhancement.
Assisted in daily operational tasks to maintain workflow efficiency.
Trained new staff on operational procedures, fostering a collaborative work environment.
Streamlined policies and processes to enhance department efficiency.
Evaluated staff performance and provided coaching to address inefficiencies.
Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
Evaluated staff performance and coached on best practices to improve effectiveness.
Monitored daily releases to ensure accuracy in monthly reports.
Updating mortgage monitoring annotations for proper account management.
Tracked mailer distribution to monitor client envelope delivery status.
Generated monthly account reports to summarize booked transactions.
Sales Fulfillment Associate – Level B
Bank of the Philippine Islands
01.2022 - 2024
Prepared loan documents for approved accounts, facilitating client signing.
Processed mortgage annotations prior to booking, ensuring compliance and accuracy.
Processing and monitoring of accounts for booking.
Generated daily and monthly reports on booked accounts, enhancing tracking and visibility.
Preparation and sending of post documents for client’s copy.
Marketing Support Assistant
Bank of the Philippine Islands
01.2017 - 01.2022
Prepared and managed housing loan mailers to effectively communicate with clients between September 2017 and January 2020.
Resolved support inquiries promptly to enhance customer satisfaction.
Monitored mortgage accounts and processed cancellations.
Ensured timely annotation of mortgage documents.
Collaborated with senior staff to monitor office supplies and maintain stock levels, supporting seamless operations.
Streamlined workflow processes to boost efficiency within the support team.
Regularized document deficiencies of loan accounts with internal and outsourced partners to ensure compliance and accuracy.
Education
Bachelor of Science in Business Administration - Financial Management
Rizal College of Taal
Taal Batangas
04-2017
Skills
Work coordination
Report writing
Strategic planning
Process improvement
Report preparation
Cultural awareness
Budgeting and finance
Inventory management
Interests
Music, Reading
SOCIO-CIVIC & SUSTAINABILITY ENDEAVOR
BPI Sustainability Office, Learning Session on Bokashi and Composting, BPI Nationwide Volunteer Day-GK Parañaque by BPI Human Resources and BPI Foundation, BPI Bayan: TPAEZ Community Pantry by BPI BAYAN BFSB Retail Mortgage Division
Timeline
Sales Fulfillment Associate – Level B
Bank of the Philippine Islands
01.2022 - 2024
Marketing Support Assistant
Bank of the Philippine Islands
01.2017 - 01.2022
Fulifillment Officer
Bank of the Philippine Islands
2022 - Current
Bachelor of Science in Business Administration - Financial Management