Bachelor of Science in Accounting Technology
Colegio de la Purisima Concepcion
A multi-skilled, Administrative, Sales, and Customer Service Professional with a Bachelor’s Degree in Accounting Technology and more than 7 years of total work experience in Commercial Retail, Insurance Services, Property Management, and Real Estate Development industries in the Philippines.
High sense of loyalty and integrity
Organizational skills and multi-tasker
Critical and methodical thinking skills
Communication skills: Written and Verbal
Detail-oriented and hardworking
Fosters teamwork and collaboration
Professional and friendly
Colegio de la Purisima Concepcion
Manage overall daily business operations.
Deliver excellent service to ensure high levels of
customer satisfaction.
Create business strategies to attract new
customers, expand store traffic and enhance
profitability.
Respond to customer complaints and concerns
in a professional manner.
Create posting that will attract customers and
earn more engagements.
Develop and arrange promotional material and
in-store displays.
Ensure store compliance with health and safety regulations.
Develop and arrange promotional material and in-store displays.
Recommend investment products and services that are suitable for prospects and client preferences.
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in plan coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Review client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Promoted all training programs to all dealers through branch postings, meetings, assemblies, and other gatherings.
Developed and implemented strategies, in-house promos, and branch activities to increase the number of recruits and sales.
Maintains subdivision by contracting for maintenance services and supervising repairs.
Supervised people and whole subdivision homeowners.
Prepared and managed budgets.
Attract new tenants through advertising, property viewings, and encouraging referrals.
Addressed tenant complaints and inspected vacated units.
Contracted and supervised repairs and maintenance work.
Screened and evaluated the client's financial capacity to pay.
Determine the estimated loan amount of the client.
Provide customers with timely and periodic status updates on their loan applications.
Worked closely with loan officers to obtain credit information, coordinate closings, calculate closing costs, and disperse funds for clients.
Ensured loans are processed as per established company procedures and policies.
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A valuable asset who can organize your business.
You've found a skilled, considerate, diligent bookkeeper if you're looking for one.
"Go the extra mile mindset" who will deliver Professional Data for Machine Learning and make sure you succeed.