Summary
Overview
Work History
Education
Skills
Timeline
Generic

ZAYEN CRISTORUM

Quezon City

Summary

To seek a position that uses my functional skills to perform as an Individual, assist the clients in resolving their problems leading a team with greater efficiency. And be a part of a respective and highly competent company that offers challenges, career growth, and stability.

Overview

16
16
years of professional experience

Work History

GENERAL VIRTUAL ASSISTANT

CD Agency
01.2021 - Current
  • Preparing Host Basic Payroll
  • Streamlined communication by managing and organizing client emails, ensuring timely responses and proper prioritization.
  • Maintained a well-organized calendar system to keep track of deadlines, events, and appointments for optimal time management.
  • Enhanced client satisfaction by providing exceptional customer service through prompt and professional email correspondence.
  • Provided administrative support.
  • Budgeting and Cash Flow Projections
  • Supported project management with task delegation, progress tracking, and deadline monitoring to ensure timely completion.
  • Prepared PowerPoint presentations and ran slide shows remotely for virtual meetings.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed email correspondence and handled incoming and outgoing mail and faxes.
  • Safeguarded sensitive information with discretion when dealing with confidential matters involving clients or company personnel.

FINANCIAL ADVISOR

Allianz PNB Life
01.2018 - 05.2020
  • Assisting and understanding client's financial needs
  • Determined their Financial Objective, risk tolerance, and Income
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Updating their Investment portfolio and NAVPU
  • Monitoring Income and Withdrawals of clients fund
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Facilitated new client onboarding process and investment account setup.
  • Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.

LOAN OFFICER SUPERVISOR

E1B1 First Lending Inc.
01.2016 - 12.2018
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.

LOAN COLLECTION OFFICER

Happy Women's Network In
01.2012 - 12.2013
  • Ensure to hit collection target.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Proactively identified solutions for customers experiencing credit issues.
  • Monitored pipelines to track and log status of loans.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Enhanced debt recovery by implementing efficient collection strategies and techniques.
  • Provided comprehensive client support throughout the collections process by addressing inquiries promptly and offering solutions as needed.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.

On the Job Training (Fiscal Verification Section)

City Treasurer's Office Quezon City Hall
09.2024 - Current
  • Record Keeping The Records, Tax Delinquency, and Verification Section maintains and safeguards records of payments for business and transfer taxes, including triplicate copies of official receipts.
  • Data entry in Excel software all the verified receipts to Financial Analyst approval.
  • Financial Data Accuracy ensures the accuracy and completeness of treasury data for safekeeping.
  • Payment Verification verifies the correctness of Real property and business property payment written on receipts after verified my verifier. Ensuring that the correct amount paid is encoded correctly and accurately.

TELEMARKETER

SNS Cards line
01.2012 - 12.2013
  • Managed a high volume of calls daily while maintaining professionalism and efficiency.
  • Answered calls, took messages, and transferred calls to correct individuals.
  • Completed daily cold calling and outreach to build sales pipeline.
  • Generated new leads through targeted cold calling efforts, expanding the company''s client base.
  • Improved overall call quality by adhering to company guidelines and best practices consistently.
  • Exceeded personal sales goals regularly, contributing significantly to the success of the team as a whole.
  • Handled objections skillfully, guiding potential customers towards informed decisions about products or services offered.
  • Boosted lead generation by identifying and targeting potential customer segments with high interest.
  • Reduced customer churn by addressing concerns and offering solutions tailored to individual needs during calls.
  • Enhanced customer engagement through personalized call scripts, leading to increased interest in products.

PROGRAM OFFICER FIELD LOAN COLLECTION

KMBI (Kabalikat Para Sa Maunlad Na Buhay Inc.
02.2009 - 12.2012
  • Implement KMBI's microfinance program in my assigned area.
  • Organize and form microfinance centers and develop center leaders.
  • Process, monitor, record, and evaluate the loans of KMBI's clients.
  • Focuses on customer service and enhancing clients' lives, so you'll be involving in interacting clients and addressing their needs.
  • Daily tracking of Collection to ensure zero PAR.

Education

Bachelor of Science - Accountancy

St. Vincent De Ferrer College of Camarin, Inc.
Camarin, Caloocan City
05-2025

Bachelor of Science - Psychology

University of Rizal System
01.2006

Justice Cecilia Munoz Palma High School -

01.2004

Lupang Pangako Elementary School -

01.2000

Skills

  • Social Media Marketing
  • Product Development
  • Sales Marketing Strategy
  • Customer Representative
  • Preparing Basic Payroll
  • Data Entry
  • Budgeting and Cash Flow Projections
  • Admin task
  • Customer support
  • File organization
  • Document formatting
  • Invoicing and billing
  • Collection

Timeline

On the Job Training (Fiscal Verification Section)

City Treasurer's Office Quezon City Hall
09.2024 - Current

GENERAL VIRTUAL ASSISTANT

CD Agency
01.2021 - Current

FINANCIAL ADVISOR

Allianz PNB Life
01.2018 - 05.2020

LOAN OFFICER SUPERVISOR

E1B1 First Lending Inc.
01.2016 - 12.2018

LOAN COLLECTION OFFICER

Happy Women's Network In
01.2012 - 12.2013

TELEMARKETER

SNS Cards line
01.2012 - 12.2013

PROGRAM OFFICER FIELD LOAN COLLECTION

KMBI (Kabalikat Para Sa Maunlad Na Buhay Inc.
02.2009 - 12.2012

Bachelor of Science - Psychology

University of Rizal System

Justice Cecilia Munoz Palma High School -

Lupang Pangako Elementary School -

Bachelor of Science - Accountancy

St. Vincent De Ferrer College of Camarin, Inc.

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