2015
Bachelor of Science in Accounting Technology
Holy Angel University
More Info About Me
I’m Charm and I am a team player, deadline-oriented, and efficient. I’m an Accounting graduate with an extensive work experience in Banking and Business Process Outsourcing. I’m seeking to leverage acquired academic knowledge and work experiences to effectively fill your organization’s vacant position.
My Skills and Competencies
Bookkeeping
General Virtual Assistant
Personal Assistant/Executive Assistant
Amazon Expert
Data Entry / Web Researcher
Certified Xero Advisor
Certificates
My Experience and Education
August 2021
-
Present
Bureau of Internal Revenue
(Revenue Officer I)
• Computes Capital Gains, Donation and Estate Taxes of taxpayers
• Provides frontline assistance to queries and undertake tax information and education campaign
• Encodes the Certificate Authorizing Registration (CAR)
• Prepares monthly report for Availment of Estate Tax Amnesty, Deceased Persons/Project RIP, Summary of
all encoded transactions for each month for monitoring and transmittal purposes.
January 2020
-
May 2022
Sheffield Group (AU)
(Bookkeeper/Accounting Assistant (Part-time))
• Drafts sales invoices and bills in accounting software
• Enters bank statement transactions into the software
• Performs bank reconciliations
• Assists in payroll data entry and processing
• Reports and Other Accounting-related tasks
December 2016
-
August 2021
BDO Unibank, Inc.
(Relationship Manager Assistant/Junior Assistant Manager)
Monitors receipt and proper disposition of interest and principal payments by servicing units to
avoid technical/actual past due.
• Assists the Relationship Managers in ensuring that regular transaction details such as maturities,
repricings, Promissory Note renewals, paydowns and others are coordinated/facilitated properly and
efficiently with the clients and with various servicing units of the Bank.
• Assists the Relationship Managers in reviewing of the submitted In-House and Audited Financial Statements
of the client in preparation for credit proposal/renewal.
• Assists in validating Account Receivables, Account Payables, Sales, Income/Loss and Inventory of prospective
and existing clients.
• Prepares Account Receivable and Accounts Payable, summary on bank’s loan portfolio reports monthly and all
reports needed by the group, Assistance Vice President, First Vice President, Senior Vice President. Executive
Vice President, and CEO.
• Assists the Relationship Manager and Team Head with Internal and External Audit.
• Audits and resolves loan and insurance payment irregularities (delayed, non-payment, discrepancies) to
reduce past due accounts and uncollectable interests and claims.
• Coordinates with client’s requests for and timely submission of documentary and compliance requirements such
as SEC registration papers and Audited Financial Statements.
• Coordinates with operating units on the client’s compliance with and submission of documentary requirements
to avoid transaction processing delays.
• Assists the Relationship Manager and the Executives in gathering data/documents from borrowers and
other support units necessary for the establishment/renewal of credit facilities.
• Assists the Relationship Manager and the Executives in managing their calendars, ensuring that
scheduled meetings or appointments are followed.
• Assists the Relationship Manager and the Executives in managing their timesheets/work hours
accurately and in a timely manner.
• Assists the Relationship Manager and the Executives in arranging their travel domestically and
internationally.
• Assists the Relationship Manager and the Executives in requesting reimbursement for the expenses
incurred from their Executives’ travel.
• Monitors bank lending activity which includes constant updating of principal and interest payments
on outstanding loans. Monitor business operations of existing loan clients.
• Provide clients with pertinent information on their loan account with the bank
November 2015
-
November 2016
Asia United Bank
(Marketing Assistant)
• Market, analyze, and evaluate credit accommodation in accordance with the Bank’s guidelines and policies on credit analysis
• Search for new loan clients and assesses the financial position of prospective loan accounts. Prepares credit proposals if client’s business ments granting of loan
• Monitor bank lending activity which includes constant updating of principal and interest payments on outstanding loans. Monitor business operations of existing loan clients.
• Provide clients with pertinent information on their loan account with the bank
• Prepares monthly, quarterly and annual reports and summary on bank’s loan portfolio.
May 2010
-
July 2013
Customer Service Representative
(Teletech Pampanga)
• Answers incoming communications from customers such as Billing and Technical Support
• Connect and resolves issues with customers via phone
• Provides World-Class Customer Service
• Ability to multitask/navigate between multiple screens
Oct 2013
-
Sept 2015
Startek Angeles
(Customer Service Representative II/Assistant Trainer (Red Hat))
• Answers incoming communications from customers such as Activations, Number Transfer Center, and Consumer Credit
• Connect and resolves issues with customers via phone
• Provides World-Class Customer Service
• Ability to multitask/navigate between multiple screens
• Assist in Product and Language Training of New Hires
My Services
Amazon VA Expert
I will help you, from listing creation to product research, competitor analysis and Amazon listing optimization.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Xero Advisor
I can take charge of your financial books and transactions and ensure compliance with applicable standards.