Business Virtual Assistant | Relationship Manager | Operations Assistant

Verified

$10/hr

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Outline

Looking for Full-Time work (8 hours/day) at $10/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

I bring nearly 20 years of experience in banking and financial services, where I've supported and managed relationships with business clients, managed administrative and operational requirements, maintained accurate records, and coordinated with different teams to keep processes moving.

What I can bring is someone who takes ownership, learns fast, pays attention to details, listens and communicates professionally, follows through and improves processes. I'm comfortable managing multiple priorities, communicating via email and phone, organizing information, finding ways to make tasks more efficient while keeping targets.

Skills & Experience

Skills

Google Workspace 2-5 Years

Microsoft 365 5-10 Years

Lending assistance & loan documentation 10+ Years

Email Management & Professional Communication 10+ Years

Administrative & Client Support 10+ Years

Problem solving 10+ Years

Underwriting Assistant 2-5 Years

Compliance & Documentation 10+ Years

✔️ Marketing & Sales Coordination 10+ Years

Client Communication & Relationship Management 10+ Years

Confidentiality & Professionalism 10+ Years

QuickBooks Online (Certified) Less than 6 Months

Loan Administration 10+ Years

Sales & Business Support Skills 2-5 Years

Xero Software Less than 6 Months

Experience highlights

Relationship Manager - Commercial Banking

Bank of the Philippine Islands · May/2023 – Present

- Primary point of contact of business clients for inquiries, requests, complaints and processing of bank transactions; offers various products and solutions for the business clients, such as but not limited to, commercial loans, cash management, and employee benefits package.
- Ensured successful onboarding of clients and maintaining good experience in their usage of the bank products and solutions

Marketing and Service Assistant - Commercial Banking

Bank of the Philippine Islands · March/2013 – Present

Assistant to Relationship Managers (RMs) in managing the entire banking relationship of business clients and regularly communicating with them; Assistant to RMs in maintaining normal general ledger account balances and keeping the borrowing clients always informed of their loan and updated in their payments.

International Trade Processor - Import and Export

Bank of the Philippine Islands · December/2006 – Present

Facilitated the negotiation and payment of import and export transactions after examining applicable documents

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