Bachelor of Science in Banking and Finance
Polytechnic University of the Philippines, Sta. Mesa Manila
I am willing to take on task with accountability due to strong morals and ethics, ensuring honesty and reliability.
I understand the need to remain flexible to support last-minute demands and changes.
I am a team player as well who possess the ability to interact, communicate and express my ideas effectively while being open to suggestions and opinions of others.
Polytechnic University of the Philippines, Sta. Mesa Manila
Preparing home loan application documents
• Email monitoring, chasing lenders for updates on applications, and communicating with various lenders.
• Preparing and Lodging home loan applications
• Managing loan applications (Loan tracking) until the loan settles
• Liaising with clients throughout the entire loan process
• Checking returned signed documentation, ensuring compliance with policy and requesting missing information
• Preparation of settlement instructions and discharge/release documents
Data Entry
• Indexing / Filing
• Generating and forwarding of Compliance Documents
• Employment Checks for income verification
• Ordering Valuations
• Providing timely review and reconciliation of all online bank transactions such as deposits, withdrawals and transfer of funds.
• Daily downloading bank data
• Daily reconciliation of multiple bank accounts
• Supporting and assisting the Accounts Team queries
• Monitor due dates
• Scheduling and preparing purchase order of client
• Compiling invoices, collections and updating payment discrepancies
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Account for company’s assets and any changes to those assets. Control source documents that come into the business Recor
Very fast typist. Maintained 99% accuracy and attention to detail. Excellent communication skills both in oral and writt