2015
Bachelor of Science in Business Administration Major in Financial
Southern Mindanao Colleges
More Info About Me
I am an experienced and results-driven professional with over seven years of proven success in the finance and insurance industry, specializing in loan coordination, team leadership, and client relationship management. Currently, I serve as a Unit Head at Manulife, where I lead a high-performing team to consistently exceed sales targets while maintaining full regulatory compliance.
As a certified Bookkeeping NC III holder, I bring technicalexpertise in financial documentation, reporting, and compliance auditing. Mystrong background in customer service, data analysis, and risk managementallows me to deliver accurate, ethical, and value- driven results. I am deeplycommitted to professional excellence and making a positive impact within anyorganization I join.
My Skills and Competencies
Social Media Management
Bookkeeping Expert
Data Entry
Content Creator
Certificates
×
![]()
My Experience and Education
2022
-
2025
THE MANUFACTURER’S LIFE INSURANCE CO.
(Unit Head)
Team Management:
Recruit, train, develop, and motivate a team of insurance agents to achieve sales targets and performance objectives.
Sales Leadership:
Set sales goals, monitor performance metrics, identify areas for improvement, and provide coaching to agents to maximize productivity. Business Development:
2019
-
2021
Mitsubishi Motors Philippines Corporation
(Sales Executive)
Established client’s financial position, assisting them in
purchasing the vehicle that best fit their budget.
Complete administrative tasks, such as processing and
recording sales, as needed.
Was responsible for selling at average 4 units per month and
met or surpassed company quota.
Communicate with customers in person, by phone, and email
to assist them in purchasing the vehicle.
Find potential customers through showroom duty, Caravan
display, bank display, and facebook page to increase sales.
Describe products and explain their benefits and uses to
potential customer.
Built solid relationship with both internal and external customer.
Closing sales, negotiating price for hesitant buyers to make the
purchase.
2018
-
2019
BANK OF MAKATI “A Savings Bank”
(Loan Processor)
Process loan documentation, accomplish, follow-up and
monitor un-complied loan documents
Reviews, examines, and checks all documents submitted by
dealers.
Coordinates to Loan Operations Department for reconciliation
Prepares closed-accounts
Responsible in releasing of Original Certificate of Registration
for closed accounts.
Handles queries and concerns of dealers.
Responsible in the safekeeping of all Department Reports,
documents and other important file
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 Expert
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.