2010
Business Management
De La Salle University-Dasmariñas
More Info About Me
I am a self motivated virtual assistant with 3 years experience in email management, data entry and any administrative tasks. I am also proficient in Microsoft Word and Excel.
I enjoy learning new skills and works well independently or in a team.
My Skills and Competencies
Email Management
Amazon VA
Data Entry
Certificates
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My Experience and Education
2019
-
2022
Loanworks Technologies
(Loan Admin Officer)
• Lodgment, prepares file and follow up on missing information
• Creating new customer/ loan records via CRM
• Ensuring Fact Find, supporting documents are completed properly
• Data entry of application data in CRM & Apply Online
• Following up all aspects of the process ensuring smooth closings including working on checklists, phone calls to banks and solicitors
2017
-
2019
Penbrothers
(Senior Loan Processor)
• Act on application requests from brokers internally
• Pre-assess applications to ensure all required information has been received to process an application.
• Respond to application requests with incomplete information, and confirm requirements
• Manage Savvy compliance requirements to ensure documentation received is not fraudulent or have not been altered
• Load applications to selected financier with all notes as provided by broker
• Provide supporting documents to lender to enable assessment of applications
• Follow up on assessment to confirm decision and any additional requirements and update the broker with the outcome.
• Submit applications for final approval once the vehicle has been found, as update information to reflect request on the final quotation sheet received from the broker.
• Ensure all required documentation has been submitted on salesforce before submitting to settlements.
2010
-
2017
Philippine National Bank
(Loan Processor)
• Prepares inventory report on all collaterals held by the bank.
• Receives from the Credit Documentation Reviewer for safekeeping the various securities/ collateral/ loan/ other documents needed of duly approved facilities or acquired assets of the bank.
• Maintains database of received Promissory Notes and other collaterals.
• On a per account basis, creates and maintains collateral folder for the original copies of the securities, loan, legal, credit and other documents received for safekeeping
• Handles filing and safekeeping of collateral documents inside the vault.
• Coordinates with Billing and Accounting Section for clearance purposes in ensuring full settlement of outstanding loan, accounts payable and accounts receivable prior to release of collateral.
• Ensures the completeness of required documents and process the release of security, collateral and loan documents of partially or fully paid loans to the borrowers.
• Scans and maintains photocopies of collateral documents subject for release.
• Coordinates with Account Officers, Business Centers and/or branches with respect to disposition of cancellation documents of collateral.
• Assists document examiner, internal and external auditors in the retrieval/borrowing of collateral documents for review purposes.
My Services
Amazon Virtual Assistant
I will likely be tasked with product, supplier, discount, and competitor research.
Data Entry / Web Researcher
Internet researchers use their skills to search the Internet for information on a wide variety of topics.