A highly organized, hard-working, and detail-oriented individual with 17 years of invaluable experience in Finance with focus in Accounts Receivables and Fraud Detection in the Banking Industry, Sales and Customer Care, maintaining an outstanding client relationship, enhancing exceptional trust, leveraging organizational skills and history of successful work relationships with cross-functional teams from various established global operations of International Banking Industries. Possess a knack of applying analytical and problem-solving skills to meet client’s varied demands, committed to identifying gaps and provide recommended sustainable process improvements and now securing a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.
AMA Computer College
Technological Institute of the Phillipines
▪ Maintain accurate and organized financial records, including accounts payable
and accounts receivable.
▪ Enter financial transactions into accounting software or spreadsheets, ensuring
accuracy and completeness.
▪ Process and manage vendor invoices, ensure timely payments, and monitor
accounts payable aging.
▪ Generate and send invoices to clients, track payments, and follow up on overdue
accounts.
▪ Collaborate with other departments and stakeholders to gather financial
information and address financial inquiries.
▪ Maintain detailed financial records and documentation for audit and compliance purposes.
▪Assist with other financial and administrative tasks as required by the organization.
▪ Calling prospective buyers for both Commercial and Residential Properties
▪ Performs basic Property assessment to qualify it as a lead using Zillow
▪ Generates End of Day Report for Productivity Monitoring
▪Execution of the Quality Assurance function in the Americas Order Management
to support the areas of bookings management and revenue recognition.
▪Review and validate submitted documentation to ensure compliance to order
submission criteria.
▪Complete first level of revenue recognition checklist, including summary of key or
unusual contractual terms
▪Throughout the life cycle of the deal, liaise between OM, Sales, Revenue
Recognition and other cross-functional partners to ensure all orders are reviewed
timely, accurately and completely within established Service Level Agreements
▪Support Large Order Review (LOR) process by assembling deal documentation for
presentation during quarterly internal and external audits.
▪Work closely with the Order Management team and provide assistance during
times of high-volume supporting resolution of factors in completing the client’s
order for submission.
▪Adhere to accounting policies and procedures and additional ad hoc activities as
needed.
▪ Analyze data from multiple sources to identify discrepancies, spot fraud, and
eliminate suspicion.
▪ Educate staff and contractors on fraud and associated behaviors.
▪ Creates reports, and documents evidence, findings, and recommendations.
▪ Interview and elicit information from staff and on shore counterparts to resolve questions.
▪Monitor accounts on daily basis.
▪ Investigate historical data for debts and bills.
▪ Take actions to encourage timely payments.
▪ Process payments and refunds.
▪ Resolve billing issues.
▪ Resolve customer credit issues.
▪ Identify outstanding account receivables
▪ Handles overall customer service task in handling Savings and deposits.
▪ Provides Excellent customer experience in a timely manner
▪ Interviewing applicants to determine financial eligibility and feasibility of granting loans.
▪ Determining all applicable ratios and metrics and set up debt payment plans.
▪ Build relationships with accounts to develop trust and find solutions to help clients meet financial obligations.
▪ Conduct follow up calls with customers to collect past due payments.
▪ Oversee all aspects of collecting payments due from accounts receivable.
▪ Ensure high levels of customer satisfaction through excellent sales service.
▪ Assess customer needs and provide assistance and information on product features.
▪ Welcome customers to the store and answer their queries.
▪ Follow and achieve department's sales goals on a monthly, quarterly, and yearly basis
▪ Responsible for generating internal and external sales of fitness memberships to prospective members and to increase the revenue of the business through achievement of preset membership targets.
Email System Administration | Email Campaign Management | Inbox Organization
Track expenses, manage cash flow & create invoices.
Lead Generation | CRM Management | Schedule Appointments