1999
Bachelor in Science Major in Banking and Finance
University of San Jose- Recoletos
More Info About Me
Hi I am Cathy, I took up Bachelors in Science Major in Banking and Finance. Prior to work as a Freelancer, I have 16 years banking experience as a Branch Officers which specializes in Customer Service , Sales and Loan Documentation. I am dedicated, highly organized, detailed oriented and focused and I can work well with people. A dedicated person who values honesty and work etiquette. Client satisfaction is my priority.
My Skills and Competencies
Bookkeeping
Graphic Designer
Social Media Manager
Facebook Ads Manager
Data Entry
Content Creator
Certificates
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My Experience and Education
2022
-
2022
Freelancer
(Professional Virtual Assistant)
Performs various administrative tasks such as clerical assistance including answering emails, scheduling meetings and managing contact lists, and other task that are deemed necessary.
2021
-
2022
FWD Life Philippines
(Financial Wealth Planner)
Primarily purpose is to help people reach financial freedom through insurance and investment.
2006
-
2020
Metrobank
(Branch Operation Officer)
-Primarily responsible for the administration of the Branch
Delivery System.
- Ensures accurate and timely preparation and submissions of
all abstract and reports.
-Sales and Marketing.
- Customer Service.
2003
-
2006
Planters Development Bank now Chinabank Savings Banks
(Loan Assistant)
*Processes the following transactions: loan documentation, real estate mortgage processing.
* Provides excellent customer service for the loan client’s updating to their loan status. Cover phone calls and customer meetings as necessary and keep managers informed of all activities within the department.
My Services
Bookkeeping
Helps provides accurate, up-to-date financial information about the business.
Customer Service Representative
Listen and respond to customers' questions. Customer service representatives work with customers to resolve complaints,
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.