I am well-versed in accounting principles, keeping track of receivables and payables, posting payroll, invoicing, etc. I am skilled in creating and providing management with monthly, quarterly, and annual profit and loss statements and balance sheets. I take pleasure in saving time for busy business owners by keeping their books current so they can act swiftly and effectively. Being a team member who consistently offers my best effort is one of my skills. Let's talk when you send me a message.
Notre Dame of Dadiangas University
Analysis of Balance Sheet
Accounts Receivable
T-Accounts
My skills include: •Logo Design & Branding •Business Card and Letterhead •Brochure and Flyer Design •Corporate Identity Design •Packaging and Label Design •Poster and Banner Design •Any Kinds of Illustrations •Presentations
•Photo and Video Editing
• Solicits additional deposit products from new to bank and existing clients.
• Sells CLC and Bancassurance products.
• Perform proper identification of client adherence to the bank policies and procedures and external regulatory requirements.
• Efficiently performs time deposit booking, rollovers, pre-termination and pay-outs.
• Performs all bills payment transactions.
• Performs processing of outward clearing items.
• Processing of the following: Bank Certifications, SPO Applications, Replacement of Debit Cards, Pre encoded and Re-ordered checkbooks and payroll uploading.
Invoice Management, Account Reconciliation, Organization, and Customer Service
Google Calendar, Team Management, Online Research, and Virtual Assistant
(Underwriting) Assists in Initial Public Offerings, Retail Treasury Bonds, Uniti Investment Trust Funds, and Philippine Stock Exchange Initial Public Offerings.
• Prepares and issues documents for sales transaction
• Assist in the releasing of units upon CI’s Approval
• Monitor and ensure completeness of customer loan folders
• Aims to ensure proper handling of petty cash and proper handling of related records, insurance and warranty claims of customer.
Responsible for delivering the premium and commission budget
for his or her assigned team or unit while keeping within the
operating expense budget as well as in alignment with company
rules and regulations.
Receives calls, requests for quotations, endorsements, policies
and other inquiries from clients, insurance companies, BDO
branches and business units and acts on them appropriately and
promptly.
Negotiates with insurance companies and other BDOI units the
most appropriate terms and conditions to suit the needs of the
client.
Prepares the required documentation using BDOI system such
as renewal advice, quotation slip, proposal form, placement slip
and cover note.
Reviews policies issued by insurance companies prior to
sending out to clients.
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.
supports customers by providing helpful information, answering questions, and responding to complaints.
