2013
BSBA Marketing Management
Adamson University
More Info About Me
Experienced Account Officer with a demonstrated history of working in the banking industry. Skilled in Accreditation, Customer Service, Sales Services, Banking, Microsoft Excel and Microsoft Word, Monitoring of Accounts, Writing Offering Memo, Presentations, Responds to Email, Schedules a meeting, Prepares Monthly Report of End of the Day Tasks, Manage and Organize Calendars, Excellent Time Management, Excellent phone, emails, instant messaging communicatiom skills, Negotiates with Clients, Brokers and Developer, Product Demonstration specifically for Home Loans.
Strong accounting professional with a Bachelor of Science in Business Administration focused in Marketing Management from Adamson University.
With 8 years experienced in loans specifically in Housing Loans under Sales Services, Customer Care, Review and Compliance Monitoring.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2016
-
2023
BDO Unibank Inc
(Junior Assistant Manager)
• Timely review of title received from developers
• Prepares regular monthly report
• Coordinate with Regional offices both external (developers/clients) and internal (BDO employees)
• Managed schedule of meeting with developers
• Prepares and handle Letter to client/s and developer/s
• Conducts Pre-Screening, Loan Signing to clients
• Handles new accounts for Housing Loan
• Review Loan Approval
• Process Loan Release
• Secures follow-up emails of client’s compliance
• Delivering information about loan package
• Handling customer complaints
• Collecting and analyzing customer feedback
2014
-
2016
BPI Family Savings Bank
(Marketing Support Assistant)
• Processed new housing loan application
• Handles client inquiries, assembling files, reviewing appraisals, etc.
• In charge of customer loan files to ensure accurate documentation
• Managed schedule of loan documents signing
Developer Relation – Accreditation
• Inform developers regarding their new application to accredit project • Answer phone and email inquiries of developers
• Prepares Financial Spreadsheet
• Prepares accreditation proposals such as Offering Memo or Credit Offering Memo
• Conducted extensive research on the Internet, analyzed information, identify solution to approve developer/project accreditation
• Updates and managed Accredited Projects and Developers database
• Designed and Improved In-process Accreditation database
• Work directly with Assistant Managers, Marketing Heads on weekly reports to exceed quota required per quarter
• Prepares and handle approval letters to developer
• Managed and assigned developer meeting
• Process buyback accounts and extension of undertaking period
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.