ROXANNE JOY F. DIAZ
Lucena City, Quezon
Summary
Talented Loan Analyst with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Loan Analyst
Quezon Capital Rural Bank, Inc
01.2018 - Current
- Improved loan approval process by conducting thorough credit analysis and risk assessments.
- Served as liaison between borrowers, underwriters, and other relevant parties throughout entire loan process for seamless coordination of efforts.
- Managed diverse portfolio of loans while consistently adhering to established company guidelines and policies.
- Reviewed borrower financial statements, ensuring accuracy of information used in decision-making processes
Loan Specialist
Quezon Capital Rural Bank, Inc
08.2015 - 12.2017
- Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
- Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.
- Educated clients on various lending products available, ensuring they made informed decisions about borrowing options.
Bank Teller
Quezon Capital Rural Bank, Inc
05.2014 - 08.2015
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Prepared regular reports on transaction data for management review, assisting in identification of potential areas for improvement.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Resolved customer issues promptly, fostering positive relationships between bank and its clients.
Sales Encoder
AON Enterprises
08.2013 - 05.2014
- Demonstrated professionalism by consistently meeting or exceeding expectations in terms of both productivity and accuracy.
- Enhanced team efficiency by maintaining organized electronic files and records.
- Optimized workflow processes by identifying areas for improvement during daily tasks.
Education
Unit Earner in Education - Secondary Education Major in Social Sciences
Calayan Educational Foundation, Inc
Lucena City, Quezon, Philippines 05.2001 -
Bachelor of Science - Office Administration
Manuel S. Enverga University Foundation
Lucena City, Quezon 05.2001 -
Skills
Documentation Review
undefinedTimeline
Loan Analyst
Quezon Capital Rural Bank, Inc
01.2018 - Current
Loan Specialist
Quezon Capital Rural Bank, Inc
08.2015 - 12.2017
Bank Teller
Quezon Capital Rural Bank, Inc
05.2014 - 08.2015
Sales Encoder
AON Enterprises
08.2013 - 05.2014
Unit Earner in Education - Secondary Education Major in Social Sciences
Calayan Educational Foundation, Inc
05.2001 -
Bachelor of Science - Office Administration
Manuel S. Enverga University Foundation
05.2001 -
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