2017
Bachelor of Science in Business Administration ā Marketing Management
PHINMA ā University of Pangasinan
More Info About Me
Hello, Iām Alexa, your reliable virtual assistant at all times. With eight years of experience in the Banking Industry. Through perseverance to learn, I have developed extensive skills that allow me to grow professionally, with that Iād help busy entrepreneurs in managing their schedules, prepare their necessary reports, handle email correspondences, provide excellent customer service support, and more!
Perseverance and passion for helping others were part of my core. With the combination of consistency and love to help others, I can provide valuable support to professionals and entrepreneurs who need assistance on various tasks.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2022
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2023
Rural Bank of Mangaldan, Inc.
(Administrative and Compliance Assistant)
Administrative Assistant:
ā¢ In charge of hiring employees.
ā¢ Assisting applicants scheduled for examination and interview.
ā¢ Monitoring of contracts of contractual employees.
ā¢ Checking and monitoring the job requirements for casual employees.
ā¢ Preparing payroll of employees.
ā¢ Making and recording Minutes of Meetings.
ā¢ In charge of sending employees for training and seminars.
Compliance Assistant:
ā¢ Oversee and coordinate the implementation of the compliance system which includes the compliance program;
ā¢ Identify, monitor, and control compliance risk;
ā¢ Inform the relevant laws, rules, standards, and developments thereon;
ā¢ Conducted periodic compliance audits and reviews to identify areas of improvement.
February 2021
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March 2023
Advir Poultry Supply
(Social Media Manager)
- Create a logo for the business.
- In charge of posting information about the business.
- Creating Social Media Marketing through posting of available products.
- Posting of New Arrivals
- Answering queries of clients thru chat (Messenger)
- In charge of maintaining the page.
2020
-
2022
Rural Bank of Mangaldan, Inc.
(Document Analyst)
ā¢ Develop a checklist of requirements for each loan program.
ā¢ Review and check the loan folders as to document sufficiency.
ā¢ Monitor the Real Estate Tax, Permits, and Licenses for each year.
ā¢ Monitor the Fire, MRI and Comprehensive Insurances.
ā¢ Review and check loan folders that are for release - New Loans and Renewals.
ā¢ Checking of loan collaterals such as Lot Titles, Tax Declarations, Lot Plans, OR/CR, and other important documents if in the vault or on file.
ā¢ Checking the mortgage (REM and CM), Deed of Assignment, and other terms and conditions set in the Offering Ticket.
ā¢ Reminding and following up with the Account Officers on the lacking documents.
ā¢ Prepares monthly reports on the result/outcome of the Document Review Unit.
2017
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2020
Rural Bank of Mangaldan, Inc.
(Loan Processor, Teller, and Bookkeeper)
Loans Processor:
ā¢ Processed the loan releases and prepared the Disclosure Statements, Promissory Notes, Pay-out checks, and Loan agreements.
ā¢ Creating Statement of Account for loan payments - Onetime and Amortization.
ā¢ Monitoring of issued postdated checks for loan payments.
ā¢ Generating and preparing the maturing loan accounts on a daily, weekly, and monthly basis.
ā¢ Calling and reminding loan borrowers of their due dates on a weekly basis.
ā¢ Generating and printing loan transactions and transferring past due accounts.
ā¢ Filing the signed Disclosure and Promissory Notes.
ā¢ Preparing and maintaining the accuracy of loan reports on a daily, monthly, quarterly, and annually.
ā¢ Assisting proponents and clients with their queries regarding loan applications (Requirements, Computation of Interest and Charges, Loan Purpose, Term of Loan, etc.)
ā¢ Preparing the computation for the reminder and follow-up letters.
ā¢ In charge as Officer each day for loan payments and queries.
ā¢ Creating a monthly inventory of collaterals (Chattel and REM).
Teller:
ā¢ In charge of deposits and withdrawals of clients.
ā¢ Posting of postdated checks.
ā¢ Clearing of outward checks from deposits and loan payments.
ā¢ Transacting encashment.
ā¢ Assisting with Opening deposit accounts and updating dormant accounts.
ā¢ Generating and printing both "Thank you" and Dormant letters.
ā¢ Preparing reports of all transactions made for the month.
Bookkeeper:
ā¢ Balancing Daily Transactions
ā¢ Preparing weekly Key Indicators Report.
ā¢ Remitting the Documentary Stamps paid by the client to BIR.
ā¢ Preparing the monthly, quarterly, and annual reports to BSP.
ā¢ Work as alternate/OIC in the absence of the Manager.
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.