Skills
Detail-Oriented & Highly Organized
5-10 Years
Accounting > Banking
5-10 Years
Communication Skills
5-10 Years
Finance
2-5 Years
Google Meet
2-5 Years
document review
5-10 Years
Office
2-5 Years
Client Relationship Management
5-10 Years
Lending
5-10 Years
AU Loan Processing
5-10 Years
Customer Service > Payment Processing
5-10 Years
Accounting>Bank Reconciliation>Accounts Receivable>Bookkeeping > Accounts Payable>>Quickbooks and SAP business one>Ms Excel>Google sheets
2-5 Years
Cross-Functional Collaboration
5-10 Years
Experience highlights
Relationship Manager
RIZAL COMMERCIAL BANKING CORPORATION
·
January/2022
–
/
Managed client relationships, reviewed loan documentation for compliance, evaluated financial data, coordinated with clients and departments for loan processing and account monitoring.
Relationship Associate
RIZAL COMMERCIAL BANKING CORPORATION
·
January/2019
–
Present
Processed loan payments, reminded clients of payment due dates, handled renewal of Promissory Notes, communicated daily with clients and internal units on loan requirements and account updates.
Home Loans Specialist
SECURITY BANK CORPORATION
·
January/2016
–
Present
Facilitated home loan transactions, pre-screened applications, verified document completeness, coordinated with clients and internal departments on loan requirements and processing.
Junior Underwriter
SECURITY BANK CORPORATION
·
January/2014
–
Present
Assisted Account Officers with loan release processes, ensured document completeness through client coordination, communicated with clients and internal units daily.
Marketing Assistant
SECURITY BANK CORPORATION
·
January/2014
–
Present
Coordinated with clients on loan documentation, prepared and maintained payment monitoring reports, ensured timely month-end account funding to prevent past dues.
