2016
Business Administration Major in Financial Management
New Era University
More Info About Me
Result oriented professional that possesses excellent problem solving skills and the ability to learn under pressure. Delivers accurate, time efficient productivity while maintaining outstanding customer service and ability to recognize, investigate and resolve issues with minimum supervision.
My Skills and Competencies
Social Media Management
Bookkeeping Specialist
Data Entry
Content Creator
Certificates
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My Experience and Education
2019
-
2024
Manulife Data Services Inc
(Operations Analyst – Illustrations Department)
Handling team’s inbox by creating work item in Salesforce and sending it to Automated
Work Distributor (AWD) for processing.
Providing inforce illustration to clients upon request and analyzing the cause of sudden
change in life expectancy of the life insurance policies by identifying the factors that
affect its performance.
Creating projection based on the preference of our clients with regards to calculation of
premiums, face amount, loans and withdrawals.
Providing lapsing date of unpaid insurances and quotation for lumpsum payment to
avoid lapsation.
Supervises the operation by managing the organization’s daily workflow to ensure
completion within the standard level of agreement.
Facilitating trainings and side by side processing when needed.
Doing quality checking and output approval to meet up with quality and desired output.
2016
-
2018
Caritas Health Shield Inc.
(Credit and Collection Staff)
Reviewing loan applications and assessing borrower's creditworthiness.
Verifying financial information provided by applicants.
Calculating appropriate loan amounts and interest rates according to credit history and
income of our client and employees.
Communicating loan decisions and terms to applicants.
Preparing loan documents and ensuring all paperwork is complete and accurate.
Monitoring loan payments and following up with delinquent accounts.
Preparing monthly report of list of postdated checks.
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.
Bookkeeping Specialist
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.