Bachelor in Science in Entrepreneurship
Cagayan State University
I am 31 years old, excellent in customer service with over 8 years of experience resolving complex customer inquiries via phone, e-mail, and face to face.
I am a dedicated and detail-oriented person and a multitasker as well.
Cagayan State University
● In charge of documenting financial transactions.
● Post debits and credits, create invoices, manage payroll, and maintain and balance the books.
● Monitoring of daily sales and inventory using quickbooks..
● Monitoring cash flow and recording other related financial matters using quickbooks.
● Handling monetary transactions such as deposits, withdrawals, loans, and other related services.
● Ensures completeness and authenticity of documents presented.
● Answers client’s queries and complaints.
● Ensures observance of AMLA guidelines in the conduct of all transactions.
● Handling over the counter cash transactions
while ensuring the highest customer service satisfaction.
● Provides account services to customers by receiving deposits, loan payments, cash and check withdrawals with high level of service, privacy and confidentiality.
● Responsible for checking the brokers' licenses for a particular state (US).
● Checking and encoding brokers' compensation on the system.
● Updating the personal data changes requested by the brokers on the system.
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.