Resourceful professional specializing in account management and housing loan processing. Recognized for attention to detail and strong problem-solving abilities, contributing to effective client relationships and streamlined operations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales Officer (Junior Assistant Manager)
Security Bank Corporation
11.2022 - Current
Preliminary screening of Application received from Online Application
Coordination with client on their lacking requirements prior evaluation of account.
Sending email and coordinating with clients in accordance with their approval.
Offering accredited Life insurance
Monitoring accounts from end-to-end process up to release of proceeds and compliance of document deficiency.
Housing Loans
Marketing Assistant/Acting Account Officer
Chinabank Savings Head office
03.2016 - 09.2022
Preliminary screening of Application received from branch's/developer client.
Reviews the completeness of post approval requirement
Assist Account Officer and Branch Manager to achieve target application and bookings for the month/year
Entertain Customer/Branch Manager inquiries
Performs functions of the Account Officer.
Housing Loans
Education
Bachelor of Science - Mathematics, Computer-Science
Universidad de Manila
01.2014
Skills
Proficient in Microsoft applications (Excel, Word, PowerPoint)