Post Graduate Diploma in Economics
UNIVERSITY OF SOUTHEASTERN PHILIPPINES
Bachelor of Science in Economics
UNIVERSITY OF SOUTHEASTERN PHILIPPINES
Hi, I'm Kristine Marie, a professional virtual assistant with wide experience in various tasks. I am reliable with superior skills in both team setting as well as working independently. I am also a tech savvy and a problem-solving expert whom you can count on.
I have acquired my various skills and expertise through a ten years experience in the banking industry. Experienced Business Development Sales Officer in a universal bank focused on acquiring new-to-bank clients and building strong relationships with existing clients. Customer-oriented. Cross-sells bank products and services. Also worked as an Assistant Relationship Manager focused on loan documentation and loan management. Strong background in Risk Management, Risk Assessments, Analytical Skills, Data Analysis, Sales and Business Development, Process Improvement, and Project Management.
UNIVERSITY OF SOUTHEASTERN PHILIPPINES
UNIVERSITY OF SOUTHEASTERN PHILIPPINES
• Acquires New To Bank Clients;
• Cross-sells bank products and services;
• Practices sales management process;
• Conducts telemarketing and mapping activities to continuously have a pipeline of accounts
• Conducts quarterly customer profiling to determine what other products and services may be offered
• Performs credit analysis and assessments on the information provided by the clients for
facilities establishment.
• Reviews financial information for loan compliance in order to maximize credit quality
and minimize risk and potential loss in the bank.
• Prepares documentation and detailed loan presentation (write-ups) for the approval
process.
• Works on developing/ updating / enhancing the bank’s operational risk management framework, policies, and operational risk management tools in accordance with BSP requirements.
• Establishes the methods for identifying and assessing operational risks, classification, levels of description, a listing of financial impact, mitigation, and the level of controls based on the bank’s operations.
• Conducts risk assessments for the bank’s IT projects and operational business units, shares best practices, and provides recommendations to Project Management Team on operational risk management standards.
• Generates financial data in company’s operation system.
• Analyzes financial data and develops recommendations to improve sales figures.
• Provides qualitative and quantitative data to sales and accounting teams and clients.
• Coordinates with the internal accountants by verifying and analyzing sales reports for
clients’ collections and payments.
• Identifies potential customers based on road map of the company.
• Participates in marketing planning.
• Conducts content market research generation and lead generation.
• Collects, analyzes and processes the business industry related data sourced through
internet search.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.