1999
Bachelor of Science in Business Administration Major in Management
Tomas Del Rosario College
About me
A highly seasoned and results-driven professional transitioning into the dynamic world of virtual assistance and financial support. I hold a Bachelor's degree in Business Administration and bring 16 years of intensive experience in the banking industry, where I developed a robust foundation in financial operations, compliance, process optimization, and client relationship management . I am currently expanding my skill set with targeted training as a Virtual Assistant and Bookkeeping Assistant. This unique blend of deep corporate financial experience and modern remote administrative skills allows me to offer businesses a high-level partner for managing complex back-office tasks, streamlining workflows, and ensuring accurate financial records. I am eager to leverage my proven commitment to excellence and efficiency in a remote ssetting
My Skills and Competencies
Administrative Skills
Quickbooks Software
Data Entry Operation
Certificates
My Experience and Education
2009
-
2025
PHILIPPINE NATIONAL BANK
(Sales and Service Associates-Senior Assistant Teller,New Accts Clerk,TD Processor, Relationship Officer)
The core functions within a bank are highly interrelated, starting with the Bank Teller, who is the primary front-line service provider focused on processing accurate daily cash transactions, managing the till, and identifying basic customer needs for referral. Moving beyond transactions, the New Accounts Clerk specializes in client onboarding, diligently processing documentation and conducting compliance checks (KYC) to successfully open new checking, savings, and CD accounts while explaining available products. Meanwhile, the TD Processor operates in the back office, serving as the critical administrator for lending operations by reviewing all documentation, ensuring conditions are met, and preparing final closing paperwork for Time Deposits (TDs) and other loans. Finally, the Relationship Officer is strategically focused on client loyalty and growth, managing a dedicated portfolio of customers, proactively assessing complex financial needs, resolving issues, and achieving sales targets by cross-selling the bank's full suite of products.
2000
-
2009
MOTORTRADE NATIONWIDE CORPORATION
(Branch Cashier)
The Branch Cashier at Motortrade Nationwide Corporation is the branch's financial custodian, primarily responsible for the accurate and secure handling of all monetary transactions, including collecting customer payments (down payments, amortization, or cash sales) and issuing official receipts. The role also includes significant administrative support, such as meticulous cash count reconciliation, managing the petty cash fund, preparing daily sales and collection reports, and ensuring all customer loan and sales documentation is complete and organized for processing
My Services
Data Entry / Web Researcher
Detail Oriented Data Entry Specialist skilled in accurate typing, data clean up,record updates,and efficient processing
Bookkeeping
Reliable bookkeeping that keeps your business organized with accurate records and clear, stress free financial reporting
Executive Virtual Assistant
Delivering organized support, managing schedules, communications, and data tasks effectively