2003
Bachelor in Industrial Technology
Bulacan State University
More Info About Me
Hi I’m Michelle. Account Officer for six years, Senior Account Officer for three years, Branch Manager for 8 years in a Micro Finance Company. A hardworking person with combine organizational skills with hands-on technical knowledge, and a strong work ethic. Self-starter with the ability to adjust organizational changes, work methods, procedure, structure. Maintain professionalism at all times.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2014
-
2023
Tulay sa Pag Unlad Inc
(Branch Manager)
1. Review all the reports/documents being submitted by the Senior Account Officer (SAO) and approves it.
2. Conduct surprise visits to center meetings to:
a. Ensure that the agenda are being followed.
b. Validate/verify loan utilization check and business evaluation being done by the Account Officer.
3. Acts as the main administrator in conducting screening interview to prospective members.
4. Conduct initial interview to Account Officer applicants and Exit Interviews for resining staff.
5. Review and checks Cash Position Reports and Cash Accountability Report.
6. Evaluates branch monthly performance and sets branch target for succeeding month.
7. Prepares regular reports such as Branch Operating Performance Monitor, Profit and Loss Statement to be submitted to Area Manager.
8. Presides Branch Meeting to discuss concerns and disseminate information.
9. Coaches Senior Account Officer continuously in supervising the Account Officer.
10. Approves and authorizes the purchase of office supplies and other minor items through petty cash reimbursement up to a maximum allowable limit.
2011
-
2014
TULAY SA PAG UNLAD INC.
(SENIOR ACCOUNT OFFICER)
1. Conducts surprise visits to centers and assists AO in resolving problems in livelihood/center projects.
2. Conducts interview of prospective members/borrowers in the absence of Branch Manager.
3. Ensures complete and correct documentation of project folders for request and prepare BLAS for submission and approval to Branch Manager/Area Manager.
4. Provides assistance to Account Officers to ensure work productivity and efficiency.
5. Prepares monthly accomplishment report for submission to Branch Manager/Area Manager.
6. Consolidates all cash receipt (deposit slips) from Account Officer and ensure correctness of day collections for submission to Accounting Clerks/Branch Manager.
2005
-
2011
TULAY SA PAG UNLAD INC.
(ACCOUNT OFFICER)
1. Coordinates with concerned local municipality officials in forming new centers and maintains cordial relationship with them in representing the organization.
2. Promotes the organization and the program to potential clients.
3. Identifies qualified members through screening interviews and credit investigation.
4. Provides orientation and conducts seminars to qualified members for thorough understanding of the program policies and procedures.
5. Submits necessary documents and provides assistance in preparation for center recognition.
6. Facilitates loan proposal preparation and upon approval, advises the members of their loan release.
7. Facilitates weekly center meetings according to procedure.
8. Conducts loan utilization check and business evaluation.
9. Remits and records weekly payments and submits required documents to Senior Accoutn Officer (SAO)
10. Conducts cluster meeting with officers of all centers handled for updating of center performance.
11. Prepares Cluster Analysis for Evaluation of performance monitoring.
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.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.