Skills
5-10 Years
Procurement
Less than 6 Months
Customer Support > Chat Support > Email > Outbound sales >telemarketer > Appointment Setter > Admin Assistant > Virtual Assistant
1-2 Years
- Customer Service
10+ Years
Banking Operations
5-10 Years
Client Relations
10+ Years
ClickUp
Less than 6 Months
Vendor coordination
Less than 6 Months
Basic Graphic Design>Canva
Less than 6 Months
Google Workspace
Less than 6 Months
*Administrative Support -
10+ Years
Experience highlights
VA Trainee
The VA Ladder
·
January/2026
–
/
Completed training in administrative support, client communication, project coordination, and remote operations. Performed VA simulations with calendar management, email, documentation, and customer support.
Virtual Assistant - Purchaser
TIP Canteen
·
January/2024
–
Present
Managed end-to-end purchasing including sourcing, quotation comparison, PO preparation, and delivery tracking. Coordinated with vendors and maintained procurement records for operational efficiency.
Financial Advisor
Pru Life UK
·
January/2023
–
Present
Conducted client consultations to assess financial goals and prepare tailored insurance recommendations. Maintained ongoing client communications through follow-ups and policy reviews.
Account Officer - Small Business Loans and Housing Loans
United Coconut Planters Bank
·
April/2011
–
Present
Evaluated and documented loan applications in compliance with credit policies and guidelines. Coordinated with clients, branches, and brokers to ensure timely processing and booking of loans. Prepared credit recommendation memoranda and financial analysis for management review. Monitored account portfolios and maintained accurate loan records and updates. Facilitated product and process training for bank personnel and external partners.
Customer Relationship Associate - Junior Asst. Manager
Export and Industry Bank
·
January/2006
–
Present
Prepared monthly loan aging, NPL, and management reports. Developed credit documentation and coordinated with internal teams for timely processing of loan transactions.
