2010
Bachelor of Science in Commerce Major in Management Accounting
Saint Vincent’s College, Dipolog City
More Info About Me
A hard-working Team Manager who performs and delegates duties in efficient and professional manner. With fair and consistent approach in managing staffs and possesses extensive experience of supervising and developing subordinates. Apart from my ability to effectively lead a team, I have also skills in motivating staff to do better, and guiding them to be productive at all times. I have been working in banking industry from lower rank up to managerial level for almost 14 years already.
My Skills and Competencies
Social Media Management
QuickBooks VA
Data Entry
Content Creator
Certificates
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My Experience and Education
2021
-
2023
BDO NETWORK BANK
(Manager- Team Head)
• Manage sales team performance
o Ensure sales team generate adequate loan turn-ins, approvals and bookings
o Formulate sales strategies and execute
o Coach, and monitor AO to meet expected results
• Ensure credit quality of portfolio
o Review and endorse applications for credit processing
o Exercise approval authority based on approved delegation
o Conduct collection efforts during pre-due date
o Handle past due accounts, focused on early buckets
• Ensure team compliance to policies and guidelines related to;
o Loan documentation and safe keeping
o CASA opening
o Office requirements
o Employee requirements
o Report requirements
o Other team requirements
2020
-
2021
Katipunan Banking Corporation
(Senior Internal Auditor)
• Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation.
• Verifies assets and liabilities by comparing items to documentation.
• Completes audit work papers by documenting audit tests and findings.
• Communicates audit findings by preparing a final report; discussing findings with auditees.
• Prepares special audit and control reports by collecting, analyzing, and summarizing operating information and trends.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
2018
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2020
Katipunan Banking Corporation
(Branch Manager)
Leadership and People Management
• Introduces learning and development opportunities designed to enhance staff job enrichment, performance, retention and engagement. Implements a robust, transparent staff performance review framework, designed to identify and reward high performing staff members. Administers performance appraisal process and monitors job performance of Subordinates. Actively works with the Area Manager and Vice President for Operations to assess training requirements and develop plans to ensure needs are addressed. A primary participant in the recruitment process of the unit and makes recommendations for hiring decisions.
Service Delivery Infrastructure:
• Directly responsible for the revenue generation of the branch handled, directly responsible for the quality and profitability of the loan portfolio of the branch handled, responsible for the branch and MBO’s handled, responsible for the achieving the income target of the branch.
• Attrition Management. Manages attrition and knowledge retention.
• PAR Management: Directly responsible for ensuring tolerable PAR ratio of the branch.
• Financial Management. Ensures budget compliance of the branch.
• Internal & External Risk Management
2010
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2018
Katipunan Bank Incoporated
(Branch Accountant)
-Prepares, examine, and analyse accounting records and financial statements.
-Prepares tax returns and ensures proper remittance.
-Analyse business operations and maintains periodic reports to project future events and provide advice.
-Survey operations to recommend solutions on business and financial problems.
-Responsible for all required bank reports and forms for submission to government agencies and other institutions.
-Primary responsible for the renewal of branch registration and registration of books to the regulatory (BIR, MUNICIPAL).
CITY) agencies.
-Keep abreast of laws, regulations and memorandums that apply to a particular transaction to maintain up-to-date compliance.
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.
QuickBooks VA
Track expenses, manage cash flow & create invoices.