2017
Business Administration Major in Financial Management
New Era University
More Info About Me
Homebody, workaholic @ home, listening to Podcasts gives me peace and likes to clean.
My Skills and Competencies
Social Media Management
QuickBooks Expert
Data Entry
Content Creator
Certificates
×
![]()
My Experience and Education
2022
-
2023
Insight Direct Philippines LLC
(Financial Services Representative 1 (Collections Department))
· Manage an assigned portfolio of client AR.
· Mail/E-Mail system generated form letters to clients to encourage payment of delinquent accounts.
· Provide required billing for assigned portfolio.
· Contact delinquent accounts by phone, fax or email.
· Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract.
· Keep detailed record/status of their ongoing collection efforts.
· Receive payment information from clients and record amounts promised to be paid into client's account.
· Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts.
· Provide Accounts Receivable with check/wire/ACH application information.
· Update Collections Management with status reports on top delinquent accounts.
· Sort and file correspondence.
· Able to effectively communicate with clients and fellow Insight teammates. Meet SLA's (Service Level Agreements) with sales and clients.
· Maintain portfolio goals aligned to departmental standards.
· Other duties as assigned.
2019
-
2021
United Coconut Planters Bank
(Sales Associate)
· Provide customer service by assisting client's request and concerns.
· Notify and inform clients thru phone call or email for their dues, payments (e.g. Pay-off balance of loans) and maturing investments (e.g., Time Deposits)
· Coordinating instructions from Head Office to clients vice versa.
· Daily printing of reports and informing the Branch
· Manager or any Officer in the branch for all necessary information.
· Proper documentation of Branch Reports and Client's information
· Proper handling of branch accountables.
· Processing local checks by scanning it thru Check Image Clearing System.
· Account opening. KYC documents, risk profiling and due diligence of client's.
· Encodes client inform to Client Information Maintenance System (CIMS).
· Request Debit Cards thru Card Management System (CMS).
2017
-
2019
United Coconut Planters Bank
(Bank Teller)
· Processing customer transactions, e.g. withdrawals, deposits, payments, money transfers.
· Maintaining working cash drawer and ATM machines. Providing customer assistance for bank products and services.
· Performing back office administrative and accounting duties.
· Performing document inquiries and resolving disputed transactions.
· Performing general duties in support of bank operations.
· Serves customers by completing account transactions. Answers questions in person or on telephone and refers customers to other bank services as necessary.
· Complies with bank operations and security procedures. Maintains customer confidence and protects bank operations by keeping information confidential.
· Contributes to team effort by accomplishing related results as needed.
· Maintaining and balancing cash drawers and reconciling discrepancies.
· Keeping a clean, organized work area and a professional appearance.
· Using software to track bank information and generate reports.
· Following all bank financial and security regulations and procedures.
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.
QuickBooks Expert
Track expenses, manage cash flow & create invoices.